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
Fall 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 14 sessions on Financial Wellness this fall 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 may attest for the Financial Well-Being program incentive, but employees are welcome and encouraged to attend/view as many as they would like.
Wednesdays, Aug. 14 - Nov. 20, from 12-1 pm via Zoom
Aug. 14 - Using Personal Budgets to Build Savings (Listen to the recording)
Aug. 21 - Investing I: The Nuts and Bolts - (Listen to the recording)
Aug. 28 - Investing II: Stock Market Investments - (Listen to the recording)
Sept. 4 - NO CLASS
Sept. 11 - Investing III: Fixed Income and Cash Investments - (Listen to the recording)
Sept. 18 - What You Should Know About Social Security (Listen to the recording)
Sept. 25 - Retirement Savings: Planning for the Golden Years (Listen to the recording)
Oct. 2 - Managing Debt: The Good and The Bad (Listen to the recording)
Oct. 9 - How to Protect and Improve Your Credit Score (Listen to the recording)
Oct. 16 - Vehicles and Credit Cards (Listen to the recording)
Oct. 23 - Estate Planning Essentials (Listen to the recording)
Oct. 30 - Life and Disability Insurance (Listen to the recording)
Nov. 6 - Making Sense of Health Insurance (Listen to the recording)
Nov. 13 - Property, Casualty, and Liability Insurance (Listen to the recording)
Nov. 20 - The Essentials of Individual Taxation (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:
- 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: