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University Wellness

Financial Well-being

Financial Well-being

Financial Well-being

Participating in a multi-session program to learn more about financial management and/or healthcare consumerism will meet the participation guidelines for this incentive. 

Why is this Important?

Financial health is an important component of well-being. Research supports a link between financial savings and healthy lifestyle habits as well as an association between better health and less health care expense.  Taking an active role in managing finances is associated with less stress, increased feelings of security, and greater financial confidence.  Gallup studies have found that financial security has a more significant impact than does income alone on employee well-being.


On-site Classes

Fiscally Fit

In collaboration with our CWRU Retirement Plan Partners TIAA and Vanguard, this 8-week program offers faculty and staff insights on money management and saving for life in retirement. With specific classes for new savers, women and those closer to retirement, these classes will allow participants to better employ the services and programs of our vendors.

To qualify for the Financial Wellness Program Incentive, participants must attend at least seven of these sessions or can substitute a webinar for one to two of the sessions to achieve at least seven hours of learning.

Thursdays, Noon to 1 PM
June 29 thru August 17
Wickenden 321
Registration is Open!

Weekly Topics

6/29    Inside Money: Managing Income and Debt
TIAA’s workshop leader will explain the big picture of budgeting:

  • Importance of cash flow and how to use it
  • Change how you look at saving and spending
  • Understanding debt and how to manage it
    Register for JUST this class
    Register for the full series

7/6       Charting Your Course: A Financial Guide for Women
TIAA’s workshop leader will help participants:

  • Evaluate their financial health
  • Set financial goals
  • Discover how to make your money work for you
  • Learn how to put it all together
    Register for JUST this class
    Register for the full series

7/13     The Starting Line: Why and how retirement saving should begin now
By offering tools and information participants can use now, TIAA’s workshop leader will share:

  • The real effect of time on money (compounding and dollar cost averaging)
  • Finding extra money with smart budgeting
    Register for JUST this class
    Register for the full series
    NOTE: there is a room change for this class only. We are meeting in Nord 400)

7/20     Tomorrow in Focus: Saving for your Ideal Retirement
In this interactive session, the TIAA workshop leader will help participants

  • Learn the essential features of retirement investments
  • Gain knowledge to better create or modify your own retirement plan
    Register for JUST this class
    Register for the full series

7/27     A Quick Start Guide for Joining Your Retirement Plan
In this session, the Vanguard workshop leader invites those new to Retirement Savings Plans to:

  • Learn how and why to join one of the CWRU retirement plans
  • Better understand how much to save and how to invest
    Register for JUST this class
    Register for the full series

8/3       The Easy Way to Manage Your Retirement Plan
In this session, the Vanguard workshop leader will show participants that there are two keys to a comfortable retirement: saving enough and investing wisely. Participants learn more about target-date investments and are encouraged to increase their contribution rates or check their allocations, and then make changes if necessary.
Register for JUST this class
Register for the full series

8/10     How to Reduce Debt, Build Wealth and Get Ahead
For those who are building up debt instead of saving for retirement, the Vanguard workshop leader will offer some behavior change techniques to:

  • Help build a budget
  • Encourage participants to engage with savings
  • Take advantage of automated savings
  • Build a home emergency fund
    Register for JUST this class
    Register for the full series

8/17     Vanguard’s Principles of Investing
For participants in the Vanguard plans, this meeting teaches attendees how to choose investments in their employer plan to create and maintain a diversified, low-cost investment portfolio with an appropriate level of risk. Attendees will leave with a strong understanding of Vanguard’s investment philosophy, as laid out in Vanguard’s Principles for Investing Success.
Note: This class is for Vanguard participants only
Register for JUST this class
Register for the full series

Webinar options

Webinar link from TIAA

Vanguard’s webinar link

When you log in, please use your CWRU email address. Once you complete the webinar, please contact Mary Ann so that she can verify with TIAA or Vanguard.


Take the Financial IQ Challenge

Between April 3-28, TIAA offered all CWRU Faculty and Staff the chance to learn more about financial planning and a shot at winning an iPad mini.

Three participants won a drawing for a free mini iPad just for participating. The winners were:

  • Lisa Peters
  • Shannon Butcheck
  • Felicia Moss

Learn more: Financial IQ Challenge