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• Making your money last in retirement

  • When
    Tue, September 16, 2025
  •  
    10:00 AM - 12:00 PM
  • Location
    Oakwood-University Woods Art Center/Auditorium, Mineral Point Road
  • Spaces left
    150

  Register

  Join us for a discussion with Steven Penn, Financial Adviser from Northwestern Mutual about investment strategies, and which type of investments should be used first.  And how to plan in these uncertain times.  

  

  Penn graduated from the University of Wisconsin Madison with a bachelor's degree in economics and a certificate from the Gaylord Nelson Institute of Environmental Studies. Steve joined Northwestern Mutual in 2004, truly enjoys financial planning and continues to pursue his education.

  He grew up in Wausau, WI and is now a Middleton native. In his free time, he enjoys playing hockey, golfing, brewing beer and playing music.

  This presentation will be recorded.
  

  If you have preliminary questions for the speaker, please send to Program Coordinators Rick Daluge at rhdaluge@wisc.edu by Tuesday, September 9.

  Food Pantry Contributions:  Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA at the address below.

  Registration Deadline:  Friday, September 12.
  

  Registration:  Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

  UW-Madison Retirement Association
  21 N Park St, Room 7205
  Madison WI 53715-1218
  608-262-0641
  retireassn@mailplus.wisc.edu

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• 2026 It's Your Choice (IYC) Update

  • When
    Mon, September 29, 2025
  •  
    1:00 PM - 3:00 PM
  • Location
    Oakwood West University Woods, Auditorium/Art Center
  • Spaces left
    200

  Register

  The Wisconsin Department of Employee Trust Funds staff members will present a seminar on the health care coverage options available to UW employees and retirees in 2026. The presentation will include an overview of changes to benefits and participating insurers for 2026.

  Visit the ETF website for the latest information about open enrollment, including webinar offerings.

  Reserve the date today.   More details to follow.
  

  
  

  
  

  If you have preliminary questions for the speaker, please send to Program Coordinators Kathy Zweifel at kazweife@wisc.edu and Ken Mount at kmount327@yahoo.com by Friday, September 18.

  NOTE:  This in-person seminar will be recorded and posted on the UWRA website.

  
  

  Food Pantry Contributions:
  

  Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.

  Registration Deadline:  Monday, September 22

  Registration:  Advance registration is required.  You are encouraged to register online.  To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

  Parking:

  Click here for a printable map of Oakwood Community Grounds for Parking and Room location. 

  

  
  

  
  

  
  

  UW-Madison Retirement Association
  21 N Park St, Room 7205
  Madison WI 53715-1218
  608-262-0641
  

  retireassn@mailplus.wisc.edu

  
  

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• Intercollegiate Athletic Issues (z)

  • When
    Tue, October 21, 2025
  •  
    10:00 AM - 12:00 PM
  • Location
    Virtual
  • Spaces left
    299

  Register

  Please join us for a discussion on issues in Intercollegiate athletics featuring Athletic Board faculty member (and former chair) Peter Miller.

  More information to follow.

  If you have preliminary questions for the speaker, please send them to program coordinator Scott Hildebrand at scott.h.hildebrand@gmail.com by Tuesday, October 14, 2025.

  
  Food Pantry Contributions:

  Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.

  Registration Deadline:  Friday, October 17, 2025.
  

  Registration:  

  Advance registration is required.  You are encouraged to register online.  To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

  NOTE:  The weblink and virtual call information will be included in the meeting reminders registrants receive.

  
  

  UW-Madison Retirement Association
  21 N Park St, Room 7205
  Madison WI 53715-1218
  608-262-0641
  retireassn@mailplus.wisc.edu
  

  
  

  Show details
• Annual Tax Update for Seniors

  • When
    Mon, November 03, 2025
  •  
    10:00 AM - 12:00 PM
  • Location
    Oakwood University Woods, Auditorium/Art Center
  • Spaces left
    200

  Register

  James Tarp and Taylor Robson, partners at Legacy Wealth Advisors, LLC   will present an informative tax update aimed at helping prepare retirees for the upcoming tax season. They'll cover the latest annual tax changes, and insights into new regulations.  This session is designed to equip retirees with the tools and information they need to confidently navigate the ever-evolving tax landscape.

  

  
  

  James Tarp holds an MBA and is an Enrolled Agent (EA), specializing in guiding individuals through complex tax scenarios and providing strategic planning advice. Passionate about creating holistic financial strategies, he specializes in seamlessly integrating tax and financial plans to help clients build their legacy.

  
  

  

  
  

  Taylor Robson, also an EA and a Certified Financial Planner (CFP®), combines his extensive knowledge in personal finance with a focus on integrating tax strategies with broader retirement goals.  Taylor takes pride in working closely with clients to develop comprehensive plans and is dedicated to ensuring they have a clear understanding of every aspect of their financial strategy.

  
  

  Join us for the annual tax update discussion about all things of interest to seniors!

  If you have preliminary questions for the speaker, please send to Program Coordinators Tom Eggert at tleggert@wisc.edu and Sandi Haase at sandi.haase@wisc.edu, by Monday, October 27.

  NOTE:  This in-person seminar will be recorded and posted on the UWRA website.

  Parking:

  Click here for a printable map of Oakwood Community Grounds for Parking and Room location. 

  
  

  
  

  Food Pantry Contributions:

  Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.

  Registration Deadline:  Thursday, October 30
  

  Registration:  

  Advance registration is required.  You are encouraged to register online.  To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

  NOTE:  The weblink and virtual call information will be included in the meeting reminders registrants receive.

  UW-Madison Retirement Association
  21 N Park St, Room 7205
  Madison WI 53715-1218
  608-262-0641
  retireassn@mailplus.wisc.edu
  

  
  

  Show details