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AhealthyU Financial Wellness

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Take your next step to Financial Security

 

Whether you’re concerned about having enough money in case of an emergency, carrying burdensome student loans, or planning for retirement, AhealthyU and the Office of Human Resources benefits team are providing you with tools to ease your financial stress and increase your financial wellness.
 

 

 

*HOW TO REGISTER:

  1. Follow the links below to register for each session.
  2. You will be prompted to log on to the myAU portal.
  3. From there, click the "Go to AsuccessfulU" button in the middle of the page.
  4. You will be directed to the course registration where you will click “Register Now” then click “Confirm” when prompted.

 

Take Control of Your Money

Learn tips for cash and debt management. Find out how to improve your credit score, and develop a plan to get yourself out of debt.

Dates: 

  • Tuesday, May 23 | 9:00am - 10:00am | Mary Graydon Center Room 200

Workshop length: 1 hour

Cost: None

Register for Take Control of Your Money and follow the instructions above for completing your registration through AsuccessfulU

Basics of Investing

Build your investment knowledge. Develop an investment plan and learn how your AU benefits can help you achieve your financial goals. Basic investment types and concepts are addressed.

Dates: 

  • Tuesday, May 23 | 1:00pm - 2:00pm | Spring Valley Building, Room 251

Workshop length: 1 hour

Cost: None

Register for Basics of Investing and follow the instructions above for completing your registration through AsuccessfulU

Let's Talk About Money

Get answers to the most frequently asked financial questions. PwC financial counselors will address the most common questions they receive about savings and debt, renting or buying a house, investment goals, paying for medical expenses during retirement, and more.

Dates: 

  • Session I: Tuesday, May 23 | 11:00am - 12:00pm | MGC 200
  • Session II: Tuesday, May 23 | 2:30pm - 3:30pm | WCL, Warren N101

Workshop length: 1 hour

Cost: None

Register for Session I: Let's Talk About Money or Session II: Let's Talk About Money and follow the instructions above for completing your registration through AsuccessfulU

Money at Work 1: Foundations of Investing

Regardless of your age or your income, reaching retirement goals requires the same things: spend less, save more. It’s really that simple. Learn the definitions of – and differences in - investment vehicles, and how to help choose the right ones for your financial goals and risk tolerance. This session is provided by TIAA-CREF.

Dates:

  • Not currently offered

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

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

Fidelity and TIAA-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

2016 Dates:

  • July 12 and 13
  • August 8 and 9
  • September 6 and 7 
    • Note: Sept. 7 session will meet in Suite 350

Location: Human Resources,
3201 New Mexico Ave.,
Suite 280 (2nd floor)

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

TIAA CREF 

Appointments available 9AM –4PM

2016 Dates:

  • Feb 10 and 24
  • March 9 and 30
  • April 6 and 27
  • July 6 and 20
  • August 10 and 17
  • September 7 and 21
  • October 12 and 26

Location: Human Resources,
3201 New Mexico Ave.,
Suite 280 (2nd floor)

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