University of Michigan
News for faculty, staff and retirees

December 18, 2018

Free financial workshops for faculty and staff offered Sept. 26-30

September 19, 2016

Free financial workshops for faculty and staff offered Sept. 26-30

Financial topics ranging from budgeting to investing for retirement will be the focus of more than 40 workshops that will be offered to faculty and staff during Financial Wellness Week from Sept. 26-30.

The U-M Office of Financial Aid, TIAA, Fidelity Investments, PNC Bank and the University of Michigan Credit Union will offer workshops at locations across the Ann Arbor Central and North campuses and the U-M Health System throughout the week.

Topics include investment fundamentals, budgeting, debt management, retirement income planning, credit score improvement, Social Security, investment strategies for women, and saving for retirement. TIAA will also offer two sessions in Spanish.

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

Additional highlights include:

• A brown bag session for faculty and staff on preparing to pay for college with Pamela W. Fowler, executive director of the Office of Financial Aid, at noon Sept. 26, in the Kuenzel Room of the Michigan Union.

• A presentation on the state of the market with Jurrien Timmer, director of Global Macro, Fidelity Investments, at 5 p.m. Sept. 26, in the Helmut Stern Auditorium of the U-M Museum of Art.

• A discussion of the 2016 presidential election and the economy with Larry Chadwick, vice president for federal government relations at TIAA, at 5:30 p.m. Sept. 29, in Forum Hall of Palmer Commons.

Financial Wellness Week is coordinated by the Benefits Office.


Keven Burchfiel
on 9/19/16 at 8:27 am

I am a recent UM employee. May I participate in these sessions? This is an excellent offering and I am interested now that I have time to attend!

Rachel Farris
on 9/19/16 at 10:39 am

Hi Keven,
Yes, you may participate in the sessions. Thank you!

Vicki Westcott
on 9/21/16 at 3:48 pm

Will these sessions be recorded for those people that have to work during the scheduled workshop time?

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