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.  

Wednesday
July 31, 2019

12 - 1 p.m. 

Heer Hall, Rm. 107

ALL CAMPUS ACCESS

Financial Foundations 101

In this seminar we will look at basic personal financial management strategies that will assist in managing income and expenses.  Basic information regarding student loans and making the correct credit decisions. 

(Presented by Apprisen)  

Register to attend in person at Heer Hall. A light lunch will be provided. 

Register to attend via live-stream.

Tuesday
August 13, 2019

12 -1 p.m.

Heer Hall, Rm. 107

ALL CAMPUS ACCESS

Budget Bites: Getting More at the Grocery Store 

This presentation looks at identifying, developing, and implementing strategies to reduce one of the largest and most controllable expenses in a consumer’s budget.  Includes information on successful coupon strategies and online applications that provide assistance in reducing overall food costs and grocery store expense. 

(Presented by Apprisen)  

Register to attend in person at Heer Hall. A light lunch will be provided.

Register to attend via live-stream.

Tuesday
Sept. 10, 2019

12 - 1 p.m.

Heer Hall, Rm. 107

Long-Term Care 

This seminar provides an in-depth look at the challenges of providing ongoing care to family members who become unable to care for themselves. (Presenter: Sean Deasy)

A light lunch will be provided.

Register to attend-Long-Term Care

Tuesday
Oct. 8, 2019

12 - 1 p.m.

Heer Hall, Rm. 107

Estate Planning

This seminar will provide practical information on components of estate planning, including incapacity planning, probate, estate taxes, wills and trusts. (Presenter: Sean Deasy-VALIC)

A light lunch will be provided 

(Registration for this session opens on  8/1/2019)
Register to attend-Estate Planning

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.

(Registration for this session will open on 9/1/2019)
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)