AhealthyU Financial Wellness

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AhealthyU Financial Wellness

Take your next step to Financial Security

Led by an independent financial advisor from PricewaterhouseCoopers, these workshops are custom designed to help you meet your financial goals.
Sign up below and take your next steps today!


Online Money Management Programs are also available through Financial Avenue. From budgeting to tackling debt, there are a variety of courses, mini-modules, tools, and videos to help you.

Investing

Is your fear of investing keeping you from taking action? To build your investment knowledge, basic investment concepts and the different types of investments will be explained in this Pricewaterhouse Coopers workshop. We'll also discuss how to develop an investment plan specific to various financial goals and how to select investments for your plan.

Dates:

  • Not currently offered

Workshop length: one hour

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Estate Planning

Planning for the unexpected is an important part of any financial plan. This Pricewaterhouse Coopers workshop addresses how actions you take today can protect you and your dependents from financial disaster. We'll discuss how to determine the amount and types of insurance you need and how American University benefits can assist you. Basic estate planning tools such as wills, healthcare proxies, and beneficiary designations also will be addressed.

Dates:

  • Not currently offered
Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Cash & Debt Management

Would you like to get a better handle on your day-today cash management? Develop a better budget? Get out of debt quicker? Improve your credit score? If so, this workshop is for you! The workshop covers budgeting, saving, debt management, and credit scores, and is designed to help you leave with an actionable plan to follow.

Dates: 

  • Not currently offered
Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Financial Planning 101

Not sure how to get started? Trying to save, but just can't save enough? Too much debt got you down? Fight back and take control! This workshop addresses the financial planning process, savings, debt management, and how your American University benefits can help you achieve your financial goals.

Dates:
  • Not currently offered
Workshop length: 1 hour 15 min.

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Ins & Outs of Personal Budgeting

Do you find personal budgeting to be challenging? Are you looking for tips on creating a better budget? Would you like to learn about a low-stress budgeting process that you can use immediately? In this PricewaterhouseCoopers (PwC) workshop, you'll learn: the right way to set financial goals; how to prepare for creating your next budget so you get it right; and tips for creating useful budgets.

You have the option to create a private personal or generic sample budget as part of the hands-on workshop. To use your own information, track your spending for 30 days prior to the workshop and bring your bank, credit card, and other statements with you. Your budgeting information is confidential. If you forget or do not wish to bring your own information, PwC will give you mock statements to use as a sample.

Dates:

  • Not currently offered

Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccesfulU *See below for complete instructions

*For faculty and staff registering for courses through AsuccessfulU:

Browse the course catalog and register for classes online through the Learning module.

To register log into AsuccessfulU via the myAU Portal, then click the "Go to AsuccessfulU" button. Go to the Home drop down menu and select the "Learning" module. Search for courses using the "Search Catalog" field or typing 'pwc' into the "search catalog" field. once you find the desired course, click "Register Now" then view availability under "Available Offerings." Then click "Register Now" for the desired date and time and click "Confirm" to complete registration.

 

Retirement Planning Basics (under age 50)

Here's the reality. If you want a financially secure retirement, you have to have a plan and take action. Sooner would be better, and now would be best. This workshop focuses on formulating a retirement plan today and taking the steps needed to fund your retirement years, factoring in competing goals, and considering the various savings vehicles available, including those within your American University benefit plans.

Dates: 

  • Not currently offered
Workshop length: one-hour workshop

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

 Retirement Planning Made Easy

Bring your current retirement plan statements to this course and leave with a plan! You'll review your own situation so you can estimate how much you'll need in retirement, determine your income sources and confirm whether you are on track to meet your goal. Have questions about Social Security, pension payment options, or retiree medical benefits? Rest assured- we will cover those topics as well.

Dates:

  • Not currently offered
Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Retirement Planning
(age 50+)

How ready are you for retirement? If you want a financially secure retirement, you have to be prepared. This workshop helps you evaluate your retirement plan and take the steps needed to prepare successfully for meeting your retirement goals. We'll help you assess your retirement cash flow needs and take an in-depth look at the resources you have available to meet those needs, including exploring how your American University and government-sponsored benefits like Social Security and Medicare may help you enjoy the retirement lifestyle you're working so hard to reach.

Dates:  

  • Not currently offered
Workshop length: 1.5-hour workshop

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Career Stage Planning

Early Career - Covers topics relevant to those who are typically in the first 5-10 years of their career. Focus is on homes, cars, debt management.

Date: November 6, 2014 | 9am - 10am | MGC 245

Mid Career - Covers topics relevant to those who are typically in the middle 10-20/25 years of their career. Focus is on saving for retirement, covering children's education expenses. 

Date: November 6, 2014 | 10:30am - 11:30am | MGC 245

Late Career - Covers topics relevant to those who are typically near the end of their career. Focus is on planning to retire, estate planning.

Date: November 6, 2014 | 2pm - 3pm | MGC 245

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Fidelity and TIA-CREF Campus Individual Retirement Planning

American University offers faculty and staff a great opportunity to save for retirement through the AU Retirement Plan. AU matches eligible employee contributions to the Regular Retirement plan on a 2-to-1 basis. Representatives from Fidelity and TIAA-CREF, our plan providers, come to AU twice a month to meet one-on-one with faculty and staff about their retirement savings plans.

Registration 

Appointments are available twice each month.

Pre-registration is required for these NO-COST appointments.

To schedule an appointment with Fidelity call 1-800-642-7131 or go to https://fidelity.com/atwork/reservations

To schedule an appointment with TIAA CREF call 1-800-732-8353
or go to www.tiaa-cref.org/moc

Fidelity 

Appointments available 9AM - 4PM

2014 Dates:

  • May 28 / May 29
  • June 11 / June 12
  • July 14 / July 16
  • Aug 26 / Aug 27
  • Sept 24 / Sept 25
  • Oct 29 / Oct 31
  • Nov 19 / Nov 20
  • Dec 17 / Dec 18

Location: Human Resources, 3201 New Mexico Ave., Suite 350

To schedule, call 1-800-642-7131 or go to https://fidelity.com/atwork/reservations

TIAA CREF 

Appointments available 9AM –4PM

2014 Dates:

  • May 6 / May 14
  • June 13 / June 19
  • July 8 / July 30
  • Aug 13 / Aug 21
  • Sept 10 / Sept 23
  • Oct 15 / Oct 28
  • Nov 5 / Nov 18
  • Dec 3 / Dec 10

Location: Human Resources, 3201 New Mexico Ave., Suite 350

To schedule, call 1-800-732-8353
or go to www.tiaa-cref.org/moc