Financial Well-being

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

Jan. 24 - The Essentials of Individual Taxation (Listen to the recording)

Jan. 31 - Using Personal Budgets to Build Savings (Listen to the recording)

Feb. 7 - Investing I:  The Nuts and Bolts (Listen to the recording)

Feb. 14 - Investing II:  Stock Market Investments (Listen to the recording)

Feb. 21 - Investing III:  Fixed Income and Cash Investments (Listen to the recording)

Feb. 28 - What You Should Know About Social Security (Listen to the recording)

March 6 - Retirement Savings:  Planning for the Golden Years (Listen to the recording)

March 13 - Managing Debt:  The Good and The Bad  (Listen to the recording)

March 20 - How to Protect and Improve Your Credit Score (Listen to the recording)

March 27 - Vehicles and Credit Cards (Listen to the recording)

April 3 - Life and Disability Insurance (Listen to the recording)

April 10 - Property, Casualty, and Liability Insurance (Listen to the recording)

April 17 - Estate Planning Essentials (Listen to the recording)

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:

  1. Visit
  2. Under Guest Access click Register for Guest access
  3. Enter first name, last name, Email and a password of their choice
  4. 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: