UW Tax-Sheltered Annuity (TSA) 403(b) Provider Online Workshops

Fidelity, one of the UW TSA 403(b) providers, will be presenting two online workshops in July -- Invest Confidently for Your Future on July 24 and Be in the Financial Front Seat on July 25. See below for workshop details. Both workshops are approximately one hour, and there will be time for questions at the end of each. All you need to do is log in from your desktop and listen to the audio portion from your phone. Don’t miss this opportunity!

Invest Confidently for Your Future
Tuesday, July 24, 11:00 a.m. Central Time*
The skills you’ll gain from this workshop will help you to:

  • Define your savings goals
  • Build an investment plan to help you optimize your savings
  • Understand the importance of continually managing your plan

Register here.

Be in the Financial Front Seat -- making financial health a priority for women
Wednesday, July 25, 11:00 a.m. Central Time*
Presented at this workshop is:

  • Why it's particularly important for women to make financial wellness a priority
  • What it means to be in the financial front seat, including:
    • Knowing what you own, and what you owe
    • Having a clear idea of your financial goals
    • The importance of an annual financial review

Register here.

*Please note that online registration provides the workshop times in Eastern Time. The times listed above are Central Time.

Source: UW System Human Resources

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