UWAG University 

Our goal is to make sure we are providing our affiliated financial professionals with the tools and resources to help them be as informed as possible about today’s economic changes and challenges, and the impact that these factors can have on their clients financial plans and goals.

As a value add, we would like to extend to you, the same high level of information our clients have come to expect,  we offer a variety of free informational webinars on a range of financial topics to assist you in your efforts to stay up-to-date on the latest financial information from the comfort of your home!


Women & Investing

Women & Investing

Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance.

Watch now!
The New Retirement Rules

The New Retirement Rules

The SECURE Act is the biggest retirement-related legislation in over a decade and the new rules impact 401(k) plans, IRAs, 529s, RMDs and more!

Watch now!
PPP Round Two: What Does It Mean For Your Business?

PPP Round Two: What Does It Mean For Your Business?

What’s new in PPP Round 2: Eligibility, loan amount, covered expenses, etc.

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Savvy Social Security

Savvy Social Security

Social Security is a key component of your retirement income. But the rules and strategies around Social Security can be confusing: When should you apply? How much can you expect to receive? Should you delay?

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Savvy IRA Planning

Savvy IRA Planning

IRA planning is a complex process. This informative webinar will cover what you need to know about retirement account planning and provide answers to any questions you may have about creating a sound distributions strategy for taking money out of your retirement accounts.  

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6 Steps to Legacy Planning for the Generations

6 Steps to Legacy Planning for the Generations

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy?

Available for Viewing June 24, 2021
4 Keys to Making a Difference in a Family Caregiving Challenge

4 Keys to Making a Difference in a Family Caregiving Challenge

Caregiving is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. A caregiving plan ultimately impacts all generations of your family. It’s never too late to start

Available for Viewing July 29, 2021
4 Keys to Cutting College Cost: How to Avoid Overpaying

4 Keys to Cutting College Cost: How to Avoid Overpaying

Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker.  Learn about the steps  you can take avoid the challenges that come with college planning.

Available for Viewing August 26, 2021

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