AhealthyU Financial Wellness

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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!

If the "Register" links below do not work for you, please send an e-mail to ahealthyu@american.edu noting the workshop and date that you would like to sign-up for in order to complete your registration for that session.

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 workshop

Cost: Free

Registration for staff and faculty who supervise staff: Login to AsuccessfulU

Registration for all other faculty: Login to our HR registration database.

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:

  • November 9, 2012, 2-3:30pm
Workshop length: 1.5 hours

Cost: Free

Registration for staff and faculty who supervise staff: Login to AsuccessfulU

Registration for all other faculty: Login to our HR registration database.

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: one-hour workshop

Cost: Free

Registration for staff and faculty who supervise staff: Login to AsuccessfulU

Registration for all other faculty: Login to our HR registration database.

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:
  • November 9, 2012, 12-1:30pm
Workshop length: 1.5-hour workshop

Cost: Free

Registration for staff and faculty who supervise staff: Login to AsuccessfulU

Registration for all other faculty: Login to our HR registration database.

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:

  • November 9, 2012, 10-11:30am

Workshop length: 1.5 hours

Cost: Free

Registration for staff and faculty who supervise staff: Login to AsuccesfulU

Registration for all other faculty: Login to our HR registration database.


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: Free

Registration for staff and faculty who supervise staff: Login to AsuccessfulU

Registration for all other faculty: login to our HR registration database.

 

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:  

  • November 9, 2012, 4-5pm
Workshop length: 1.5-hour workshop

Cost: Free

Registration for staff and faculty who supervise staff: Login to AsuccessfulU

Registration for all other faculty: Login to our HR registration database.

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 FREE appointments.

To schedule an appointment with Fidelity call (800) 642-7131

To schedule an appointment with TIAA CREF call (202) 637-0090
or go to www.tiaa-cref.org/moc

Fidelity 

Appointments available 9AM - 4PM

2011-2012 Dates:

  • Aug  17 / Aug  24
  • Sept 14 / Sept 28
  • Oct 5 / Oct 19
  • Nov 2 / Nov 16 / Nov 30
  • Dec 14
  • Jan 11 / Jan 25
  • Feb 8 / Feb 22
  • Mar 14 / Mar 28
  • Apr 4 / Apr 18

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

To schedule, call (800) 642-7131

TIAA CREF 

Appointments available 9AM –5PM

Dates:

  • Aug 16
  • Sept 8 / Sept 20
  • Oct 6 / Oct 18
  • Nov 1 / Nov 10
  • Dec 1 / Dec 13
  • Jan 26 / Jan 31
  • Feb 16 / Feb 29
  • Mar 7 / Mar 21
  • Apr 11 / Apr 25

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

To schedule, call (202) 637-0090
or go to www.tiaa-cref.org/moc