University of Michigan
News for Faculty and Staff

July 16, 2018

U-M offering free workshops on financial wellness

April 30, 2018

U-M offering free workshops on financial wellness

From sticking to a budget to mapping out a retirement strategy, money management is a key part of planning for a secure future.

But many struggle to find the right information and resources to work through complex financial decisions.

U-M faculty and staff can invest in their own financial health during Financial Wellness Week from May 7-11. More than 30 free workshops will help participants develop the skills, knowledge and confidence to make sound financial decisions at any career stage.

Topic areas include budgeting and debt, saving for retirement, transitioning from career to retirement, women's financial health, and managing investments.

Financial Wellness Week events will take place at Central Campus, North Campus and Michigan Medicine locations. Interested faculty and staff who are unable to attend an event in person can participate in more than a dozen live webinars.

Featured events include:

• "Optimistic Aging: Charting Your Course for Retirement Adventure" — A presentation by Margit Henderson about the non-financial aspects of retirement planning, including mental, physical, social and emotional strategies to prepare for the transition to retirement. (1-2:30 p.m. May 8, Michigan League, Vandenburg Room)

• Drop-in "help desk" assistance with Fidelity representatives at the Michigan League (10 a.m.-1 p.m. May 7 in the Michigan Room, 2-5 p.m. May 8 in the Koessler Room, and 2-5 p.m. May 10 in the Koessler Room)

All sessions are open to any faculty or staff member free of charge. There is no requirement to have an account with either of the presenting organizations to participate. Advance registration for all sessions is encouraged.

The Benefits Office coordinates Financial Wellness Week in partnership with the Michigan Medicine Faculty Development Office, TIAA and Fidelity Investments.

Comments

Robert Lougheed
on 4/30/18 at 8:08 am

It would be useful to include a link to the schedule, since only 3 of the "more than 30" events are listed in the article.

University Record
on 4/30/18 at 8:50 am

The schedule and registration link was inadvertently left off, but it has now been added above.

Fei Li
on 4/30/18 at 8:38 am

Hi,
I would love to go "Optimistic Aging: Charting Your Course for Retirement Adventure", 1-2:30 p.m. May 8, Michigan League, Vandenburg Room) and Drop-in "help desk" assistance with Fidelity representatives at the Michigan League (10 a.m.-1 p.m. May 7 in the Michigan Room, 2-5 p.m. May 8 in the Koessler Room, and 2-5 p.m. May 10 in the Koessler Room)
Wondered how to do preregistration for these two sessions.
thanks,
Fei

University Record
on 4/30/18 at 8:47 am

The schedule and registration link has been added above.

James Randolph
on 5/01/18 at 1:37 pm

Are U-M retirees eligible to register and attend?

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