Financial Wellness Events

Keep your financial goals on track with special events and webinars offered by TIAA and Carebridge

Build Your Financial Know-How Workshop Series

A dynamic series of financial wellness workshops for faculty and staff are available on demand. Offered in partnership with, Carebridge, the University’s faculty and staff assistance program, the series provides a practical approach to enhancing your financial aptitude while focusing on actions you can take to protect your finances.

Coping with financial challenges can increase personal stress, and if not managed correctly, result in costly mistakes. Becoming more conscious about your financial wellness starts with building your financial know-how. No matter what chapter of your life you are in, you can always begin, change or improve your financial story.

Each workshop is about one-hour in length. Expand the accordion below for more information and register to receive the links to view the workshops.

Workshop 1: Managing Your Personal Finances
Personal budgeting is a roadmap to success. The key to tracking your personal budget plan is to find a method that you understand, enjoy using, and fits your lifestyle. Learn how to create and maintain a budget plan, strengthen your money management skills, and become more proactive and less reactive with your finances.

Workshop 2: Gaining Control of Debt
There can be many different reasons why people get into financial jams, and almost everyone struggles with financial problems at one time or another. This workshop examines how to evaluate debt responsibilities, consolidate debt, and work with creditors to effectively reduce debt. This very practical and useful training can help you get on the right track to better manage personal finances.

Workshop 3: Developing a Savings Strategy
This workshop will review how to create a spending plan and the steps needed to develop a savings strategy. In addition to understanding the basics of investing, become familiar with the possible risk and rewards associated with various savings and investment choices. There are many savings and investment alternatives, and you will want to evaluate each before choosing the best option for you.

Register to receive links to view all three workshops.

Live Webinars Presented by TIAA

Visit to register to attend live webinars or watch past presentations on demand. Each webinar is about one-hour in length. Should you have any questions, or require accommodations to access any information on this webpage, please reach out to HR Shared Services at 315.443.4042.