Skip to main content

AhealthyU Financial Wellness

Fit-Friendly Worksite

American Heart Association Fit-Friendly Worksite

This workplace has been recognized by the American Heart Association for meeting criteria for employee wellness.

AhealthyU

American University is Proud to be a Tobacco- and Smoke Free Campus

American University Tobacco and Smoke-Free logo

Learn about Tobacco-Free AU

Financial Wellness Seminars June 2016

Take your next step to Financial Security


Led by individual consultants from Fidelity and TIAA-CREF, these workshops are custom designed to help you meet your financial goals.
Sign up below and take your next steps today!
Note: You do not need to be enrolled in either plan to sign up for these sessions.


Cash and Debt Management

Take control of your finances. This workshop will provide information about budgeting, saving, debt management, credit scores, and will discuss ways to protect your identity. This workshop is presented by Diane Winland from PricewaterhouseCoopers.

Dates: 

Wednesday, June 8 | 11:00am - 12:00pm | Mary Graydon Center Room 247

Workshop length: 1 hour

Cost: None

Registration for Staff and Faculty: Follow this link to register for Cash and Debt Management

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. This workshop is presented by Diane Winland from PricewaterhouseCoopers.

Dates: 

Wednesday, June 8
  • Session I: 9:30am - 10:30am | Mary Graydon Center Room 247
  • Session II: 1:00 p.m. – 2:00 p.m. at 4401 Connecticut Ave., Conference Room #102
  • Session III: 2:30 p.m. – 3:30 p.m. at WCL Tenley Campus, Claudio Grossman Hall

Workshop length: 1 hour

Cost: None

Registration for Staff and Faculty: Click this link to register for Basics of Investing

Tomorrow in Focus: Saving for Your Ideal Retirement

No matter how old or young you are, or where you are in your career, your retirement begins when you start saving for it. Learn how to create an effective plan to maximize your retirement potential, understand the real benefit of time in regard to saving, and learn the essential features of retirement investments. This session is provided by TIAA-CREF.

Dates: 

  • Not currently offered

Workshop length: 1.5 hours

Cost: None

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