Participating in a program to learn more about financial management (multi-week program, attending at least 85% of sessions over a minimum of 8 weeks) is necessary to be eligible for this incentive. You must complete an attestation form in HCM by Nov. 30 to earn the 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.
Want to know more?
Financial Wellness
Spring 2024 Series
With rising interest rates and dramatic price increases for daily living expenses, it has never been more important to learn how to become more financially savvy. Karen W. Braun, CPA, PhD, and former Professor of Accountancy at WSOM, is offering 13 sessions on Financial Wellness this spring with new and updated content.
This program is open to any benefits-eligible faculty or staff member. Participants in CWRU's Wellness Program who attend or view at least 7 of these sessions will qualify for the Financial Well-Being program incentive, but employees are welcome and encouraged to attend/view as many as they would like.
Wednesdays, January 24 - April 17, 12-1 pm via Zoom
Register for Financial Wellness
Fall 2023 Recordings
8/23/23 Using Personal Budgets to Build Savings - Listen to the recording
8/30/23 Investing I: The Nuts and Bolts - Listen to the recording
9/6/23 Investing II: Stock Market Investments - Listen to the recording
9/13/23 Investing III: Fixed Income and Cash Investments - Listen to the recording
9/20/23 What You Should Know About Social Security - Listen to the recording
9/27/23 Retirement Savings: Planning for the Golden Years - Listen to the recording
10/4/23 Managing Debt: The Good and The Bad - Listen to the recording
10/11/23 How to Protect and Improve Your Credit Score - Listen to the recording
10/18/23 Debt: Vehicles and Credit Cards - Listen to the recording
10/25/23 Estate Planning Essentials - Listen to the recording
11/1/23 Life and Disability Insurance - Listen to the recording
11/8/23 Making Sense of Health Insurance - Listen to the recording
11/15/23 Property, Casualty, and Liability Insurance - Listen to the recording
11/22 NO SESSION (Thanksgiving Week)
11/29 The Essentials of Individual Taxation - Listen to the recording
Financial Wellness On-Demand: Essential Knowledge for Managing Your Finances (Spring 2023)
Recordings are posted here and were sent out weekly to those who registered for the on-demand series.
Using Personal Budgets to Build Savings - Watch the recording here.
Investing I: The Nuts & Bolts - Watch the recording here.
Investing II: Investing Strategies - Watch the recording here.
Investing III: Fixed Income and Annuities - Watch the recording here.
What You Should Know About Social Security - Watch the recording here.
Retirement Savings: Planning for the Golden Years - Watch the recording here.
How to Protect and Improve Your Credit Score - Watch the recording here.
Managing Debt: The Good and the Bad - Watch the recording here.
Vehicle Debt: Lease or Buy? - Watch the recording here.
Housing Debt: Mortgages and Refinancing - Watch the recording here.
Credit Card Essentials - Watch the recording here.
Estate Planning Essentials - Watch the recording here.
Making Sense of Health Insurance - Watch the recording here.
Life and Disability Insurance - Watch the recording here.
Property, Causality, and Liability Insurance - Watch the recording here.
The Essentials of Individual Taxation - Watch the recording here.
Upcoming Finance Webinars
Our retirement partners at TIAA and Vanguard offer free webinars for all faculty and staff.
TIAA Webinars
To Register for TIAA webinars:
- Visit www.tiaa.org/webinars
- Under Guest Access click Register for Guest access
- Enter first name, last name, Email and a password of their choice
- You will be taken directly into the Live Webinar Lounge where you can register for the webinar and add it to their calendar
Vanguard Webinars
View a Vanguard webinar today!
Remember, these webinars are free to all faculty and staff, regardless of your retirement savings provider.
Upcoming Individual Counseling Sessions
Register for a one-on-one session with your rep. See upcoming dates for individual counseling with TIAA and Vanguard on the CWRU Benefits website.
Financial Well-being Resources
Our financial wellness instructor, Karen Braun, recommends these online resources for reputable financial information: