Making your money last as long as you do (zs)

Join us for a discussion with Scott Lamontagne about making your money last as long as you do. 

This is the second of a series of complementary programs designed to cover the very broad area of preserving resources through retirement.  The series, including this session, is described (on page x).  Scott has been invited by the CFMR in part because of his knowledge of the Wisconsin State retirement system and can talk about how ETF benefits and SWIB’s investment strategies may inform recipients’ financial strategies.  Equally important is his commitment to providing financial advice regardless of the size of one’s portfolios—he argues modest portfolios need not deter search for professional advice.  Key to financial security in retirement is finding out what’s important to you and then building a strategy to achieve those goals.  He will talk about how to ensure you are staying on your financial track, making adjustments when appropriate or when life’s surprises and unexpected challenges surface.

Scott holds an MBA from Loyola University in Chicago in 1996 and has worked his entire career in the financial sector. Prior to becoming a financial adviser at Edward Jones in 2019, he spent almost six years at the State of Wisconsin Investment Board. You can follow him on Facebook at: www.facebook.com/EJAdvisorScottLaMontagne.

If you have preliminary questions for the speaker, please email them in advance to program coordinator Karen Holden karen.holden@wisc.edu by Tuesday, February 1.

Food Pantry Contributions:

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

Registration Deadline:  Friday, February 4

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