Financial Matters in Retirement (CFMR)

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

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