Below is information on the offerings during America Saves Week including confidential express credit-check-ups, individual counseling sessions, and live webinars (scroll down to see the webinar topics and descriptions).
Express Credit Check-ups
UW Credit Union
Better understand your finances with an
During this confidential, no-cost 30-minute appointment, you will meet virtually with a UW Credit Union financial specialist to review your credit report and discuss your financial goals. An Express Credit Check-up is tailored specifically to your needs, from understanding your credit score to exploring opportunities to save money.
The financial experts can help you:
- Learn how to improve or maintain your credit score
- Find ways to save money
- Build confidence in your finances
To verify your identity, have your ID readily available (such as your driver’s license or government issued photo ID). Also, decide if you want the financial expert to retrieve your credit score. Note: If you have a freeze on your credit, you will need to unfreeze it through Experian prior to your appointment so your credit can be retrieved.
Individual Counseling Sessions
Fidelity Counseling Sessions (403(b) Program)
One-on-one counseling sessions are confidential, free, and available to employees eligible for the UW 403(b) Supplemental Retirement Program (SRP). Counseling sessions are available to all employees and do not require you to open an account. Sessions are generally 30-45 minutes, depending on location.
TIAA Counseling Sessions (403(b) Program)
One-on-one counseling sessions are confidential, free, and available to employees eligible for the UW 403(b) Supplemental Retirement Program (SRP). Counseling sessions are available to all employees and do not require you open an account. Sessions are generally 45-60 minutes, depending on location.
Empower Counseling Sessions (WDC 457 Program)
Schedule a meeting with a Wisconsin Deferred Compensation (WDC) 457 Program Retirement Plan Advisor to discuss topics like your asset allocation, savings rate, planned retirement age, retirement income needs, and how they all work together to create your retirement readiness.
acentra health legal & financial consultations
Call the Employee Assistance Program (EAP) to initiate a legal or financial consultation with an attorney or financial expert. 30-minute one-on-one consultations are confidential, free, and available to all employees and household family members.
Webinars
Webinars are available systemwide. Click on the title of the event to jump to the description below.
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- Charting Your Course: A Woman’s Financial Guide
- Financial Crimes Awareness & Prevention
- First Time Home Buyers
- Invest Confidently for Your Future
- Invest in Your Future: UW 403(b) Program Introduction
- Investing Essentials: 5 Principles to Invest with Confidence
- Managing Unexpected Events & Expenses
- Managing a Budget for the First Time
- Managing Money: Budget, Emergency Savings, and Debt
- Managing Your Money in Tough Times
- Managing Your Money through Multiple Savings
- Navigating the Sandwich Generation
- Pay it Down: Save by Creating a Debt Repayment Plan
- Retirement: Building a Comfortable Lifestyle for Tomorrow
- Saving for Higher Education with an Edvest 529 Plan
- Strategize Your Savings
- Take Control of Your Financial Life: 5 Steps to Managing Money
- Teaching Teens About Money
- WDC: Your Journey to Retirement
- WRS: How to Use ETF’s Online Retirement Calculator
- WRS: Preparing for Your Retirement
Webinars Descriptions
charting your course: a woman’s financial guide
This session will teach you how women can jump start their financial journey making their money work for them.
Financial crimes awareness & prevention
Join this webinar to learn about current and common financial scams, how to identify red flags to keep your finances safe, and steps to take if you think you’ve been targeted.
First time home buyers
Buying a home is a major life and financial milestone. Join this session to learn from home buying experts about preparing for your home search, exploring different loan options, understanding the mortgage process, and managing your budget and costs prior to and after purchasing your home.
INVEST CONFIDENTLY FOR YOUR FUTURE
Learn how to build and manage a long-term investment plan, for all your accounts, that you can feel confident about.
invest in your future: UW 403(B) PROGRAM introduction
Learn how the UW 403(b) Supplemental Retirement Program can help you save for your future.
INvesting ESSENTIALS: 5 principles to invest with confidence
During this webinar, you will learn how to get a head start on smart secure investing with simple financial principles.
managing a budget for the first time
Managing your budget for the first time is a major milestone, especially for young adults. This interactive session will address the importance of a budget, how to create a financial plan that helps you reach your goals, and key self-reflection questions to help you get started. You should leave this webinar with the tools you need to analyze your current income and expenses so you can develop your very own budget.
managing money: budget, emergency savings, and debt
This session will share manageable financial strategies, tools, and tips to help you take control of your spending, saving, and debt.
managing unexpected events & expenses
This session will teach you how to take control of your budget when an unexpected event or expense arises. Learn about your financial options to help you work through what can be foreseen as a challenging financial dilemma.
managing your money through multiple savings
A new era of saving is here with individuals using savings accounts to keep track of their earnings, spending, and saving with multiple savings accounts. This session will share insights about how you can create a budget that works for you while making progress towards your financial goals at the same time by using multiple savings accounts.
managing your money in tough times
In this session, you will learn the steps to assess your finances, communicate effectively with family members, and set realistic financial goals. This webinar will also cover the importance of credit scores, deductions, alternative income sources, and saving so you can survive and thrive during tough financial times.
navigating the sandwich generation
Are you a middle-aged adult simultaneously caring for your aging parents and your own children? If so, join this webinar to learn how to financially manage caring for your aging parents while continuing to support your children.
pay it down: save by creating a debt repayment plan
Are you looking to take control of your debt and save money in the process? If so, this session may be for you! We will share insights on how credit can impact savings when paying down debt, how to create a realistic debt repayment plan, and how to stick to your plan.
retirement: building a comfortable lifestyle for tomorrow
This session will teach you about the keys to funding a comfortable retirement and current/future actions you can take to pursue the type of retirement lifestyle you envision.
Saving for Higher Education with an edvest 529 Plan
Setting a higher education savings goal and developing a strategy early can fit within a well-planned household budget.
Join this webinar to learn about the benefits of saving for higher education with an Edvest 529 Plan. Edvest is a state-sponsored, tax-advantaged 529 savings plan that can help you save for the cost of higher education. Funds can be used to help cover the cost of tuition, apprenticeships, room and board, books, supplies, computers, technology, and/or student loan debt.
Strategize your savings
This webinar will discuss strategies for prioritizing savings when building your budget and planning your spending. It will also provide different savings tools and products that can help you reach your financial goals.
Take control of your financial life: 5 steps to managing money
This webinar will help you learn how to manage your money and balance your priorities so you can enjoy life now and save for the future. This session will discuss balancing your income and expenses, prioritizing your spending, using debt wisely, getting your debt under control, and building your credit score.
Teaching teens about money
Surveys have repeatedly shown that many teenagers do not understand basic financial concepts. This webinar will cover how to teach teens about money by looking at our money values and the way we talk about money. We will discuss parental attitudes toward allowance, working, how to set goals, and spending and saving strategies.
wdc: your journey to retirement
The Wisconsin Deferred Compensation (WDC) 457 Program is a supplemental retirement program that allows you to invest a portion of your income on a pre-tax and/or after-tax (Roth) basis. Join this webinar to learn about how the WDC can help you reach your retirement savings goals!
WRS: How to use ETF’s online retirement calculator
This webinar will help you understand your ETF Statement of Benefits and walk you through how to use ETF’s online retirement calculator so you can see an unofficial estimate of how much money you will receive from your WRS benefit during retirement.
WRS: preparing for your retirement
Are you planning to retire within the next five years? If so, register for this webinar to learn about your WRS benefits, the retirement process and the annuity options, and how your health and life insurance benefits will change in retirement.
Updated: 03/17/2025