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Making your money last in retirement

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

Registration


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


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. 

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For More Information Contact UWRA

UW-Madison Retirement Association

21 North Park Street, Room 7205

Madison, WI 53715-1218

608-262-0641

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