Wealth Management at UW Credit Union

10/16/2026

💙 Happy National Credit Union Day!

Credit unions were founded on a simple but powerful idea: people helping people.

Unlike traditional banks, credit unions are member-owned cooperatives. That means every member has a voice, and the focus is on helping people achieve financial well-being, not maximizing profits for shareholders.

At Wealth Management at UW Credit Union, we're proud to be part of an organization rooted in these cooperative principles. Every day, we have the opportunity to help members work toward their financial goals while supporting the mission that makes credit unions so unique.

Today, we celebrate the credit union movement and the members who make it possible. 🎉

Want to learn more about what makes credit unions different?

📖 Read: The Credit Union Difference

Discover the difference between a bank and a credit union like UWCU and learn more about the Credit Union Movement, and it's roots in Wisconsin. Learn more.

10/07/2026

10/05/2026

Retirement isn't just about leaving work. It's about creating a life you love after work. 🌅💰

Join our upcoming webinar, Life After Work: How to Create a Good Life After Retirement, and learn how to build a retirement income plan, navigate taxes, and make your savings last.

Register today!
October 14 at Noon
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09/29/2026

Great programs don't happen by chance. They are built by leaders who never stop learning. 📈🤝

Recently, our Wealth Management Leadership Team attended the PROCU conference, where they connected with peers from credit union wealth management programs across the country to share ideas, discuss industry challenges, and explore new opportunities to better serve our members.

A special thank you to everyone who made this year's event such a valuable experience. We're excited to put our takeaways into action and continue elevating our Wealth Management program. 💙

This was my third year attending the PROCU conference. The content and roundtable discussions were AMAZING, but the best part was the people, the new connections made, and the sharing of challenges and ideas! It was so special to have our entire UW Credit Union Wealth Management Leadership Team atte...

09/24/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Call us today to discuss your options. 📲

09/21/2026

🎓 College costs can seem daunting, but starting early can make a big difference.

The average cost to raise a child to age 17 is estimated at over $310,000, and higher education expenses can add even more to the total. That's why having a college savings plan matters.

Watch our latest video for tips on saving for college and making the most of the time you have.

📞 Ready to build a plan? Contact one of our Financial Advisors today.

A few strategies that may help you prepare for the cost of higher education.

09/16/2026

💭 "Should I use my 401(k) to help pay for my child's college education?"

Many parents ask this question as tuition bills approach. The answer isn't always straightforward.

Using retirement savings for college costs can have long-term implications that may affect your future financial security. Before making a withdrawal, it's important to understand both the benefits and the tradeoffs.

Need help evaluating your options? Our Financial Advisors can help you explore strategies that balance both your college and retirement goals.

Learn more by watching our latest video:

There are three things to consider before dipping into retirement savings to pay for college.

09/11/2026

🎓 September is College Savings Month!

The cost of higher education continues to rise, but starting early can make a meaningful difference. Whether you're saving for a newborn, a future college student, or a grandchild, having a plan in place can help you stay on track toward your goals.

Watch our latest video to learn practical strategies for saving for college and understanding your options.

Have questions about where to start or how much to save? Our Financial Advisors are here to help you build a personalized college savings strategy that fits your family's goals.

Here's a crash course on saving for college.

09/09/2026

Paying for college? Start here. 🎓
Join our webinar to learn Four Keys to Cutting College Costs and discover:

How to find schools offering the most aid
What most families actually pay
Tools to uncover true college costs
How savings impact financial aid

👉 Register now. 07207cf8-9be8-4337-8b71-accd547ba4ac@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/07207cf8-9be8-4337-8b71-accd547ba4ac@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c