Financial Wellness Workshops

Current Workshops

• June Financial Wellness Workshop: Foundations of Financial Wellness

  Posted in Newsletter on May 25, 2022 by HR

  

  Everyone deserves to reach a state of financial wellness, no matter our age, current level of savings, career stage, or unique goals! Learn how to build, revisit, and refresh your financial plan so you can rest assured you are making progress on this important component of living a healthy life!
  » Read More

  Tags: FinancialWellness, FinancialWellnessWorkshop

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Virtual workshops are offered to employees on all campuses periodically throughout the year on Zoom, conveniently during the lunch hour.

Topics are designed to help faculty and staff improve upon healthy financial habits, overall financial literacy, investing and saving goals, proper financial insurance protection, and retirement income security.

Check our schedule throughout the year for more sessions. Common topics discussed include:

• Creating and Updating a Budget
• Estate Planning
• Financial Planning Principles
• Income Tax Planning
• Investing Basics
• Life Insurance
• Long-Term Care Insurance
• Managing Credit
• Managing Financial Risks
• Medicare
• Reducing Debt
• Retirement Planning
• Saving for College
• Social Security
• Student Loan Forgiveness Program
• Wills and Trusts
• and much more!

Did you attend one of our workshops?
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Complete our survey to provide your feedback and submit ideas on future presentation topics.