Financial Wellness Programming

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 on various aspects of financial well-being. We encourage you to take advantage of these complimentary workshops for Kent State University employees.  

Tuesday
July 14, 2020

12 - 1 p.m.

WEBINAR

Safeguarding Yourself from Identity Theft

Designed for adults interested in learning more about financial safety. This workshop will review the different types of identity theft, why it's an issue, what it could affect, and most importantly, how to protect yourself.

Presenters: Tricia Corsillo and Theresa Osbourne, PNC Workplace Banking

Register to attend - Safeguarding Yourself from Identity Theft

Tuesday
Aug. 11, 2020

12 - 1 p.m. 

Heer Hall, Room 107

Senior Scams 

In this session we will identifying some of the more often reported targeted scam programs that focus on the senior population.  How to identify these scams and prevent them, including strategies for seniors to protect their identity and money.

(Presenter: Apprisen)

Registration for this session opens on June 1, 2020
Register to attend - Senior Scams

Tuesday
Oct. 13, 2020

12 - 1 p.m. 

Heer Hall, Room 107

Estate Planning 

This presentation gives practical information on components of estate planning, including incapacity planning, probate, estate taxes, wills and trusts. 

 

(Presenter: Sean Deasy, VALIC) 

Registration for this session opens on Aug. 1, 2020 
Register to attend - Estate Planning

Tuesday
Dec. 8, 2020

12 - 1 p.m. 

Heer Hall, Room 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’s appropriate for you.  

(Presenter: Sean Deasy, VALIC) 

Registration for this session opens on Oct. 1, 2020 
Register to attend - Investment Planning

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