Financial Wellness

Financial Wellness for You

Financial wellness refers to the state of financial well-being.  This includes a strong financial foundation of little or no debt, an emergency savings fund, and living below our means.  Like any other form of wellness, this does not happen without knowledge, skills, commitment and planning. 

Let our financial wellness team help you to reach your financial well-being goals.  Below you will find a series of workshops centered around various aspects of financial well-being.  We encourage you to take advantage of these complimentary workshops for Kent State University employees.  

Tuesday
Nov. 12, 2019

12 - 1 p.m.

Heer Hall, Rm. 107

Cash Management 

This seminar would be ideal for individuals who may benefit from ideas on how to better manage their day-to-day financial resources. The seminar will discuss the basics of cash management, while introducing the benefits of financial planning. Topics will include:

•    Creating and keeping a budget;
•    Creating a savings and investment plan;
•    Tips on managing debt wisely. 

A light lunch will be provided.

Register to attend-Cash Management

Tuesday
Dec. 10, 2019

12 -1 p.m.

Heer Hall, Rm. 107

Investment Planning

This seminar will explain basic and advanced investing topics to achieve specific financial goals. In this seminar, we will go through the basics of investing and cover topics such as:

  • The difference between saving and investing;
  • The importance of compound interest;
  • The different type of investments available (Stocks, Bonds, Mutual Funds, Annuities);
  • How to build an investment portfolio that is appropriate for you.  

(Presenter: Sean Deasy-VALIC)
 
A light lunch will be provided 

(Registration for this session opens on Oct. 1, 2019)
Register to attend-Investment Planning

*Financial Wellness Workshops through October 15 are worth 10 (ten) Tier 2 wellness points. (limit 30 wellness points in this category)