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AhealthyU Financial Wellness

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AhealthyU Financial Wellness

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.


Building a Portfolio for Any Weather

In this session, you will learn how to utilize important investing principles such as asset allocation and diversification. You will also learn how to develop an investment strategy to help you reach your financial goals and put your investment strategy into motion. This session is provided by Fidelity.

Dates: 

  • Thursday, November 5 |  9:30am - 11:00am | 4401 Connecticut Ave. Conference Room 102

Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

Designing Your Financial Roadmap

Learn how to create a financial plan and how to save for other long and short-term goals you may have in addition to retirement. This session is provided by Fidelity.

Dates: 

  • Thursday, November 5 | 1:00pm - 2:30pm | Mary Graydon Center Room 245

Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

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: 

  • Thursday, November 5 | 10:00am - 11:30am | Mary Graydon Center Room 245

Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

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:

  • Thursday, November 5 | 1:30pm - 3:00pm | Washington College of Law (WCL) Room 103
Workshop length: 1.5 hours

Cost: None

Registration for Staff and Faculty: Login to AsuccessfulU *See below for complete instructions

*For faculty and staff registering for courses through AsuccessfulU:

Browse the course catalog and register for classes online through the Learning module.

To register log into AsuccessfulU via the myAU Portal, then click the "Go to AsuccessfulU" button. Go to the Home drop down menu and select the "Learning" module. Search for courses using the "Find Learning" field and type the title of the session into the search box. Once you find the desired course, click "Register Now" then view availability under "Available Offerings." Then click "Register Now" for the desired date and time and click "Confirm" to complete registration.

 

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

2015 Dates:

  • May 26 and 27
  • June 23 and 26
  • July 21 and 24
  • August 18 and 21
  • Sept 22 and 23
  • Oct 21 and 23
  • Nov 17 and 18
  • Dec 15 and 16

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

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

TIAA CREF 

Appointments available 9AM –4PM

2015 Dates:

  • May 5 and 19
  • June 2 and 16
  • July 1 and 15
  • August 12 and 26
  • Sept 2 and 16
  • Oct 14 and 28
  • Nov 4 and 19
  • Dec 2 and 9
  • Jan 6 and 20

2016 Dates:

  • Feb 10 and 24
  • March 9 and 30
  • April 6 and 27

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

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