Financial Workshop or Training

Individual activity: Financial Workshop or Training

Reward points per activity: 10

Reward points maximum allowable per activity per year: 30

Details: Attend a monthly financial wellness workshop or seminar. May attend on-site or via WebEx. Learn about cash management, tax planning, retirement planning, investment, estate, retirement strategies for women, and more.*

How to report activity: Make certain you register and sign in when attending a university-sponsored session as this will serve as verification of attendance and submitted to Be Well for tracking purposes. If you attended a non-university financial workshop please log in to the Be Well portal, under "My Wellness", select "Program Forms and Information", print the "12-Financial Workshop" form.   Return completed form to Be Well Solutions via email to or fax to 440-498-1366.  

Be Well Portal:
Be Well Phone: 1-888-WEL-SERV (935-7378)

Additional information:  Account registration required if not previously completed. Instructions for first-time access to Be Well Solutions web portal can be found at