Financial Matters in Retirement (CFMR)

When
Fri, November 01, 2024
10:00 AM - 12:00 PM
Location
Hybrid (in person Verona Sr. Ctr or Virtual)
Spaces left
36

Registration

Member

Registration is closed

Monthly planning meeting of the Committee on Financial Matters in Retirement (CFMR).

The Committee offers monthly programs on topics dealing with financial matters in retirement. The topics include seminars on State health insurance coverages, federal and state tax changes, estate planning, management fees to invest, administer and dissolve a trust, how to protect against identity theft and other economic topics of interest to our members.

Interested in possibly joining the committee? You are invited to attend a committee meeting to check it out. Please register.

For further information, contact either Chair Jack Sorenson at jwsoren1@gmail.com or Co-Chair Jurgen Patau at jrpatau@wisc.edu

MEETING FORMAT
This is a hybrid meeting format. Attendees will be able to attend in-person or virtually using zoom link. Please indicate how you will attend when registering.

Advance registration is required in order to receive virtual call information. To register by phone or email, call or email

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

UWRA is committed to creating an inclusive environment where every member feels a sense of belonging, and where we appreciate and celebrate each other's abilities, views, and accomplishments.

Feedback, questions, website problems - contact us at: retireassn@mailplus.wisc.edu.

For More Information Contact UWRA

UW-Madison Retirement Association

21 North Park Street, Room 7205

Madison, WI 53715-1218

608-262-0641