Financial Literacy Toolkit

Financial stress can negatively affect an individual’s emotional and overall well-being. No matter what stage of life you are in, you can invest in your financial health – and your overall well-being – by empowering yourself and building new habits, such as: saving for retirement, reviewing your insurance, managing your credit and creating a safety net.

This series of recorded workshops featuring several of our university partners is aimed at increasing financial literacy and developing healthier financial habits. You can find the recorded sessions linked below to view on-demand along with a list of resources to assist your financial literacy.

Toolkit Resources

Creating Healthy Behaviors Toolkit

Financial Wellness Tips

Setting Financial Goals

How to Spot Scams

Teaching your Child about Money

Build Your Credit

Fidelity Retirement Income Calculator 

Retirement Checklist 

Retirement Health Care Cost Calculator 

Freakonomics Podcast – Everything You Always Wanted to Know About Money 

Recorded Sessions

8 Healthy Financial Habits

Financial health includes 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. In this workshop, you will learn simple steps you can follow to help you better manage your money today and save for your long-term goals.


Budget & Savings

Budgeting and saving are all about setting financial goals, money management, creating a budget and implementing your plan. A great way to boost your financial confidence is to learn how to manage your money in order to reach those financial goals. This workshop will provide you with the budgeting tips and tools you need to build a savings plan that will help you reach your goals.


5 Questions to Ask Before You Retire

This educational workshop covers the five most common questions that need to be addressed to ensure you are financially prepared 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

In this workshop, you will learn how credit works and how it can help you reach your financial goals. You’ll learn the steps you can take to help you establish and improve your credit – as well as how to get your finances back on track. Get tips that may help you manage your credit effectively and put it to work towards your goals. You’ll also learn what to consider when borrowing and how to determine if a credit product is the right option for you.


Fundamentals of Investing

This educational webinar covers the basics on how you can grow your savings through investing. You will learn why you should invest, what and where to invest, and how to invest in the market.


Paying off Debt While Building Wealth

During challenging economic times, people often struggle to keep up with monthly bills, let alone make progress on debt repayment. During a downturn, an individual’s savings and investing goals are often put in the backburner. This webinar will help you develop financial plans and strategies to pay off debt, while continuing to build personal wealth. You will learn practical techniques to help you formulate a debt repayment plan without sacrificing other financial goals.


Protecting Yourself from Identify Theft

Get information on identity theft trends and scams — and how best to defend yourself from them. Learn different ways you can further protect your account, like using two-factor authentication at sign-on. Track your financial activity and get notified if someone is trying to sign in to your accounts.


10 Strategies to Improving Your Financial Status

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?” or “What should my family and I work towards?” The 10 financial tips discussed in this workshop can help you on the road to financial well-being during challenging times.


The Psychology Behind Saving Money and Other Good Financial Habits

Most people believe that 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 are not motivated to because they have not imagined that future. This course addresses the psychology behind saving money and adopting good financial habits. It examines recent research related to how and why people save vs. spend, and identifies strategies for participants to change their financial mindset and develop new habits.


Make the Most of Your Retirement Savings 

This presentation helps participants understand the different ways they can save for retirement and how to keep their assets growing during retirement.


Turn Your Savings into Retirement Income 

This presentation discusses different considerations and techniques for preserving and growing your savings in retirement


Preserving Your Savings for Future Generations 

This workshop answers the following questions: Do I need an estate plan? What is considered an estate asset? What kind of planning would I Need to do? How do I review an estate plan? What steps can be taken today?


Prepare for the reality of Health Care in Retirement 

This presentation helps you better understand the costs of health care in retirement and how one can prepare for them.