Seminars 

Man and woman seated together at a UW Credit Union financial seminar

Everyone is welcome to attend our free, no-obligation educational workshops. Get expert advice and resources to make smart financial decisions.

Current Events

Need expert retirement or investment advice?

Wealth Management at UW Credit Union hosts free in-person and virtual presentations by industry experts that cover a range of topics, including investment fundamentals, preparing for retirement, understanding Medicare and much more.

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Other Learning Resources

Whether you want to learn more about a topic on your own time or need advice more specific to your situation, we’re here to help.

Self Guided Learning

Get information at your own pace. We’ve partnered with Banzai, an online library with free, anytime access to give you in-depth lessons to help you dive into the financial topics you care most about.

Go to Banzai

1-On-1 Guidance

If you want to meet with an expert to talk through your questions, schedule a free, in-person or virtual appointment. Discuss your unique financial needs and goals. Available to both members and non-members.

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Custom Seminars for Community Organizations


Are you a leader in a community organization who wants to help boost your members’ financial confidence? We partner with groups to facilitate sessions on a variety of topics, tailored to your audience.

Possible Topics:

Budgeting & Managing Finances

  • Building a budget
  • Managing finances
  • Debt repayment plans

Understanding Banking & Credit

  • Types of accounts and services
  • Using credit wisely
  • Repairing credit and debt management

Fraud Prevention

  • Financial protection

Tips for College Students & Recent Grads

  • Financial aid
  • Planning for financial futures

Large Purchases

  • Buying a car

Request a Custom Seminar

Email us to set up a seminar for your organization. Be sure to include information about your group and some focus topics.

Email Us