University of Wisconsin–Milwaukee

Benefits News & Events

T.Rowe Price
T. Rowe Price

Recorded Webinars


In November 2012, T. Rowe Price offered Retirement Investing From Beginning to End and Retirement Milestones as live webinars for University of Wisconsin System employees. Recorded versions of these well-attended webinars are now available to you.

Retirement Investing from Beginning to End

This 40-minute program is a comprehensive presentation that explains asset classes, reviews the concepts of risk and return, and helps you make the most of your investment choices. The plan’s investment options will be discussed and profiled using market capitalization, investment style, and geographic characteristics.

Access the recorded webinar


Retirement Milestones

This 30-minute interactive program is designed for active plan participants age 50 or older. Others may find this webinar interesting as well. Topics such as retirement savings progress, retirement income calculations, age 50 catch-up contributions, age 55 and separate service options, and Social Security and Medicare eligibility dates are covered.

Access the recorded webinar


Building on Assumptions: 15% savings rate and other retirement planning considerations

On April 17, T. Rowe Price offered Building on Assumptions: 15% savings rate and other retirement planning considerations as a live webinar to employees of its educational institution clients. It is now recorded and available to you through 2012.

Saving 15% of your income today may not only optimize your savings, but can help you cut back on spending as well. This reduces the cost of your lifestyle - making it easier to maintain in retirement. View a 30-minute recorded webinar led by Stuart Ritter, Certified Financial Planner professional, to learn more about this savings rule of thumb. You'll gain insights on the processes and methodology behind important retirement planning considerations, such as savings rates, retirement age, replacement income ratio, and how much to withdraw in retirement - as well as how they all integrate with each other.

Access the recorded webinar


T. Rowe Price Enrollment/Retirement Funds

Enrollment/Retirement Funds addresses why save and the benefits of your plan, how to make the plan work for you, and what you need to do.

Access the recorded webinar




Wisconsin Deferred Compensation
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WI Deferred Compensation One-on-one Counseling Sessions
Date Time Location
Monday, May 20, 2013 and Tuesday May 21, 2013
Various times between 8:00 AM - 5:00 PM, depending on counselor's schedule UWM Student Union, Room 240

Wisconsin Deferred Compensation will be on campus offering individual counseling sessions to review your existing portfolio and individual situation.

**** SIGN UP TODAY: To schedule a one-on-one session, please contact Joe Herron at (262) 902-7817 or email at joseph.herron@gwl.com.


 
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