Financial Literacy Series

Your financial health can be improved by learning new habits, saving for retirement, reviewing your insurance, managing your credit and having a safety net. No matter what stage of life you’re in, you can benefit from finding ways to support your financial health.

UFHR Wellness has partnered with several campus and community partners to bring together a series of workshops aimed at increasing financial literacy and developing healthier financial habits.

To view the recorded sessions, click here!

 

June 7 @ 12 p.m. – Ask Fidelity Topic: “Just 1% more can make a big difference” 

Financial education in bite-sized chunks. This is a way for you to get help with general financial wellness questions, plan provisions, or directions to resources available. Join the session for 30 minutes, 15 minutes, or even 5 minutes to get answers to your questions. Plus, during this session, you can specifically learn more about the impact of saving more. 

This session will be led by a Fidelity Retirement Planner. 


June 15 @ 10 a.m. – Prepare for the Reality of Health Care in Retirement  

This workshop teaches you to: 

– Estimate your health care costs and factor them into your retirement paycheck
– Understand your options for health care coverage before and after age 65
– Successfully plan for your retirement health care costs  

This workshop will be led by a Fidelity Virtual Education Consultant. 


June 24 @ 10 a.m. – Ask Fidelity Topic: “The guide to diversification” 

Financial education in bite-sized chunks. This is a way for you to get help with general financial wellness questions, plan provisions, or directions to resources available. Join the session for 30 minutes, 15 minutes, or even 5 minutes to get answers to your questions. Plus, during this session, you can specifically learn more about diversification. 

This session will be led by a Fidelity Retirement Planner.


Recorded Sessions

Healthy Financial Habits – Watch the recorded session

Financial health is learning new habits, saving for retirement, reviewing your insurance, managing your credit, and having a safety net. No matter where you are in life, you can benefit from improving your financial health. This workshop will provide ideas for how you can take simple steps to help you better manage your money today and save for long-term goals.


Budget & Savings – Watch the recorded session

Knowing how to better manage your money so you can reach your goals may boost your financial confidence. In this workshop, you can learn about budgeting tips and tools that can help you take steps for setting goals and building your savings plan for reaching them. Budgeting and saving are all about setting financial goals, money management, creating a budget, and implementing your plan.


5 Questions to Ask Before You Retire – Watch the recorded session 

This educational workshop will be covering the five most common questions that need to be addressed to ensure you are prepared financially for retirement. Learn about the tools available to help you get started on a savings plan. Establish a savings plan based on how much you may need in retirement. Find out how to make small adjustments to spending that may provide big rewards over time. Learn strategies that can help you keep your retirement savings plan on track and streamline
your finances.


Let’s Talk Credit – Watch the recorded session 

Join the Let’s Talk Credit workshop and learn about credit and how it may help you reach your goals. Learn how credit works and how it can be used to help with your goals. See steps you can take that may help you establish and build credit. Discover steps you can take that may help you improve your credit and get your finances back on track. Get tips that may help you manage your credit effectively and put it to work for your goals. Learn what to consider when borrowing that may help you determine if a credit product is the right option for you.


Fundamentals of Investing – Watch the recorded session

This educational webinar will cover the reasons to invest, what to invest in, how to invest, and where to invest to give you all the basics on how to begin to grow your savings.


Paying off Debt While Building Wealth – Watch the recorded session 

In difficult economic times, many people are struggling to just keep up with monthly bills, let alone make progress on debt repayment. What suffers most is contributing to savings and investing goals. This session will focus on developing financial plans and strategies to address the dual goals of having a plan
for paying off debt, while also contributing to building personal wealth. This session covers the basics (or essentials) of each area and describes practical techniques that can help you to formulate your own plan to manage your personal finances to organize a sensible debt repayment plan without sacrificing other financial goals.


Protecting Your Self from Identify Theft – Watch the recorded session 

Get information on identity theft trends and scams — and how best to defend yourself from them. See a number of ways you can further help protect your account, like 2-Step Verification at sign-on. Track your financial activity and also get notified if someone is trying to sign on to your accounts.


10 Strategies to Improving Your Financial Status – Watch the recorded session 

The current economic climate brings both challenges and opportunities from a financial perspective. You may wonder during these challenging times: “What should I be most careful about” and “What should my family and I work towards?” The 10 financial tips discussed in this workshop will get you on the road to financial well-being during challenging times.


The Psychology Behind Saving Money and Other Good Financial Habits – Watch the recorded session

Most people can honestly say they believe it’s important to spend within their means and to save money for the future. Unfortunately, good intentions are often at odds with how our mind works. For example, many people want to save for the future but have no motivation to because they have not imagined that future. This course addresses the psychology behind saving money and adopting good financial habits. It will examine recent research related to how and why people save vs. spend and identify strategies for participants to change their financial mindset and develop new habits.