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Coming to AU: Financial Education with PricewaterhouseCoopers

By Sarah Bayne

Led by an independent financial advisor from PricewaterhouseCoopers, these workshops on Financial Planning 101; Cash and Debt Management; Investing; Estate Planning; Retirement Planning (for Age 50+); or Retirement Planning (for Under Age 50) are custom designed to help you meet your financial goals. Once you’ve taken your confidential financial fitness assessment, you will have insight into which of these courses will most help you. (The assessment is not a pre-requisite to taking the courses, but by taking it you'll have the information you need to figure out what your next steps are.) Register today for March 18th and May 20th classes!

Financial Wellness Assessment

This confidential, private assessment is now available online for you to see how you're doing. The financial wellness assessment run by PricewaterhouseCoopers will highlight for you areas of strength and opportunity in your financial portfolio. Click here to take the financial wellness assessment

Don't Miss out On the PricewaterhouseCoopers Workshops!


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 PricewaterhouseCoopers workshop addresses the financial planning process, savings, debt management, and how your American University benefits can help you achieve your financial goals. Light snacks provided.

March 18 | 2 p.m. - 3:30 p.m. | MGC 200   Register
May 20 | 10 a.m. - 11:30 a.m. | Location TBD Register

Basics of 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 PricewaterhouseCoopers workshop. We'll also discuss how to develop an investment plan specific to various financial goals and how to select investments for your plan. Light snacks provided.

March 18 | 4 p.m. - 5 p.m.| MGC 200 Register

Basics of Risk Management & Estate Planning
Planning for the unexpected is an important part of any financial plan. This PricewaterhouseCoopers 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. Lunch provided.

March 18 | 12 noon - 1:30 p.m. | MGC 200 Register

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 PricewaterhouseCoopers 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. Light snacks provided.

March 18 | 10 a.m. - 11 a.m. | MGC 200 Register
May 20 | 2 p.m. - 3 p.m. | Location TBD Register

Retirement Planning (age 50+)

How ready are you for retirement? If you want a financially secure retirement, you have to be prepared. This PricewaterhouseCoopers 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. Lunch provided.

May 20 | 12 noon - 1:30 p.m. | Location TBD Register

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 PricewaterhouseCoopers 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. Light snacks provided.

May 20 | 3:30 p.m. - 4:30 p.m. | Location TBD Register