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Retirement Planning & College Savings Option

  • Pension Plan and Wisconsin Deferred Comp Plan through ETF
  • UW 403(b) Program: TIAA and Fidelity and both offer additional webinars
    • Available for onsite or virtual consultations
  • 529 College Savings Plan through Edvest

EAP Financial Services

  • Minding Your Money: a series of webinars and educational materials that provide financial guidance for each stage of your life. Access the webinars through the EAP website: (code SOWI) and navigate to the financial and legal section.

Public Service Loan Forgiveness Program

Other Financial Wellness Resources

  • America Saves Week in April
    • National campaign to educate employees on a variety of financial topics
  • Ongoing Webinars offered by Financial Partners on a variety of topics: