Retirement Planning & College Savings Option
- Pension Plan and Wisconsin Deferred Comp Plan through ETF
- UW 403(b) Program: TIAA and Fidelity and both offer additional webinars
- https://www.tiaa.org/public/tcm/uwsa/home
- https://nb.fidelity.com/public/nb/uofw/home#
- Available for onsite or virtual consultations
- 529 College Savings Plan through Edvest
EAP Financial Services
- Minding Your Money: a series of webinars and educational materials that provide financial guidance for each stage of your life. Access the webinars through the EAP website: SOWI.MyLifeExpert.com (code SOWI) and navigate to the financial and legal section.
- Acentra Financial Coaching Flyer
- Acentra Legal and Financial Consultation Services Flyer
Public Service Loan Forgiveness Program
Other Financial Wellness Resources
- America Saves Week in April
- National campaign to educate employees on a variety of financial topics
- America Saves Week Website
- America Saves Week Announcement Flyer
- America Saves Week Webinars Flyer
- Ongoing Webinars offered by Financial Partners on a variety of topics: