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Financial wellness: Events and education


Live webinars (any location)

Live webinars cover a variety of topics and will continue to be scheduled throughout the year. You can join virtually from any computer. Live presenters are available to answer your questions. If eligible, you will receive Wellness Incentive points for attending.

Workshop Date Time Location Register
Take the First Step to Investing February 20, 2020 11:00 a.m. - 12:00 p.m. Live web workshop; join from any computer.  Live presenters are able to answer your questions. Register now
Inside Money: Managing Income and Debt March 5, 2020 11:00 a.m. - 12:00 p.m. Live web workshop; join from any computer.  Live presenters are able to answer your questions. Register now
Organize, Plan, and Own Your Future March 17, 2020 11:00 a.m. - 12:00 p.m. Join virtually from any computer; live presenters are able to answer your questions. Register now
Identify and Prioritize Your Savings Goals April 22, 2020 11:00 a.m. - 12:00 p.m. Join virtually from any computer; live presenters are able to answer your questions. Register now
Preserving Your Savings for Future Generations May 20, 2020 11:00 a.m. - 12:00 p.m. Join virtually from any computer; live presenters are able to answer your questions. Register now
Prepare for the Reality of Health Care in Retirement June 17, 2020 11:00 a.m. - 12:00 p.m. Join virtually from any computer; live presenters are able to answer your questions. Register now

Webinars

Building a solid financial foundation is important, so Fidelity and TIAA offer a variety of free live and on-demand webinars to help you become financially well. Regardless of your experience, these resources will give you the information you need to move toward your investment or retirement goals. Please note, the below webinars (both live and on-demand) are available to all of Fidelity or TIAA’s clients and are not exclusive to UM employees.  As such, they are not eligible for Wellness Incentive points.

Live webinars

Review the complete list and register by accessing TIAA's Virtual Environment. You can search for your desired webinar, and then complete your registration. If you don't already have an online account, you'll need to create one to access the TIAA Virtual Environment. New webinars are added regularly, so check back often for new sessions.

On-demand webinars and courses

Access the on-demand webinars below, or view a complete list of Fidelity's resources in the Fidelity Learning Center.

On-demand webinar/course Access seminar
Create a budget, ditch your debt, and start building for the future Access now
Tuition tales: The importance of saving early Access now
Assessing your retirement income plan Access now
Build your portfolio Access now
Charitable giving basics (course) Access now
Getting started with IRAs Access now
Essentials of investing (course) Access now
Preparing for a meaningful end of life plan Access now
How to help prevent elder financial abuse (course) Access now
Social Security basics Access now
The importance of planning and saving for college (course) Access now

myLearn educational resources

Looking to build your financial knowledge? Access books on setting financial goals, budgeting, debt-management, saving, and investing on myLearn. While there are many financial wellness resources available through myLearn, the items listed below are Wellness Incentive points-eligible as an online workshop. To access these resources, log in to myLearn and from the top menu select Browse the Library > select your campus. Then, in the left-hand menu, choose Wellness Incentive > Empower and Appreciate. Once in the Empower and Appreciate folder, you'll have access to all the titles below.

Topic Resources title Author Page count Recommended reading
Debt The Debt-Free Spending Plan: An Amazingly Simple Way to Take Control of Your Finances Once and for All JoAnneh Nagler 289 Entire book
Log in and read in myLearn
Debt The Everything Personal Finance in Your 20s & 30s Book: Erase Your Debt, Personalize Your Budget, and Plan Now to Secure Your Future Debby Fowles 320 Entire book
Log in and read in myLearn
Finance Financial Freedom: A Guide To Achieving Lifelong Wealth And Security Reuben Advani 153 Entire book
Log in and read in myLearn
Finance Kiplinger's Money-Smart Women: Everthing You Need to Know to Achieve a Lifetime of Financial Security Janet Bodnar 256 Entire book
Log in and read in myLearn
Finance Smart Women, Smart Money: Live the Life You Want! Joan Baker 175 Entire book
Log in and read in myLearn
Retirement planning Plan for Your Prosperity: The Only Retirement Guide You'll Ever Need, Starting Now - Whether You're 22, 52, or 82 Ken Fisher and Laura Hoffmans 192 Entire book
Log in and read in myLearn

Reviewed 2020-02-12