Financial Wellness | Kent State University

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
Sept. 11, 2018 

12 - 1 p.m. 

Heer Hall, Rm. 107

 

Financial Wellness Seminar: Your Retirement Plan At Work*

This seminar will cover the importance of participating in a retirement plan and create awareness of the retirement plan options available to employees. It will also discuss the benefits of each plan and how employees can utilize the options available to them to maximize their retirement savings.
(Presenter: Sean Deasy-VALIC)

A light lunch will be provided

Register to Attend - Your Retirement Plan At Work

Tuesday
Oct. 9, 2018

12 -1 p.m. 

Heer Hall, Rm. 107 

Financial Wellness Seminar: Retirement Strategies for Women*

This seminar will address the unique challenges women face when saving for retirement and how you can plan to overcome these obstacles. Women face unique challenges in that they tend to live longer than men,have lower average earnings, lower social security benefits and spend less overall time in the workforce. This seminar stresses the need to save for retirement and strategies that can be used to overcome these challenges and get your retirement on track.
(Presenter: Sean Deasy-VALIC) 

A light lunch will be served

Register to attend - Retirement Strategies for Women

Tuesday
Nov. 13, 2018

12 - 1 p.m. 

Heer Hall, Rm. 107

Financial Wellness Seminar: 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 Sept. 4, 2018.
Register to attend - Estate Planning

Tuesday
Dec. 11, 2018

12 - 1 p.m.

Heer Hall, Rm. 107

Financial Wellness Seminar: 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, 2018.
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)