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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: 

  • Thursday, November 3 | 9:00am - 10:00am | Mary Graydon Center Room 203/205
  • Thursday, November 3 | 1:00pm - 2:00pm | 4401 Connecticut Ave., Room 102

Workshop length: 1 hour

Cost: None

Registration for Staff and Faculty: Click this link to register for Take Control of Your Money and follow the instructions above for completing your registration through AsuccessfulU

Pre-Retirement Planning (50+)

Get on track for the retirement you want. Learn how to set retirement goals, determine if you’re saving enough, and how to maximize your retirement plan benefits.

Dates: 

  • Thursday, November 3 | 11:00am - 12:00pm | Mary Graydon Center Room 203/205

Workshop length: 1 hour

Cost: None

Registration for Staff and Faculty: Click this link to register for Pre-Retirement Planning (50+) and follow the instructions above for completing your registration through AsuccessfulU

Keeping Your Financial Balance

Learn how to make smart financial decisions when building an emergency fund, saving for retirement, paying for college, or protecting your family from the financial consequences of unexpected life events.

Dates: 

  • Thursday, November 3 | 3:00pm - 4:00pm | WCL, Capital C117

Workshop length: 1 hour

Cost: None

Registration for Faculty and Staff: Click this link to register for Keeping Your Financial Balance 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