Free financial workshops offered to faculty and staff

September 20, 2016  //  FOUND IN: Updates & Resources

Balance account money concept

Financial topics ranging from budgeting to investing for retirement will be the focus of more than 40 workshops that will be offered to faculty and staff during Financial Wellness Week from Sept. 26 to Sept. 30.

The U-M Office of Financial Aid, TIAA, Fidelity Investments, PNC Bank and the University of Michigan Credit Union will offer workshops at U-M Health System locations as well as sites on central campus and north campus throughout the week. Topics include investment fundamentals, budgeting, debt management, retirement income planning, credit score improvement, Social Security, investment strategies for women and saving for retirement. TIAA will also offer two sessions in Spanish.

All sessions are open to any faculty or staff member free of charge. There is no requirement to have an account with any of the presenting organizations to participate. Advance registration for all sessions is optional but encouraged.

Additional highlights include:

  • A brown bag session for faculty and staff on preparing to pay for college with Pamela W. Fowler, executive director of the U-M Office of Financial Aid (Noon, Monday, Sept. 26, Sophia B. Jones Room, Michigan Union)
  • A presentation on the state of the market with Jurrien Timmer, Director of Global Macro, Fidelity Investments (5 p.m., Monday, Sept. 26, Helmut Stern Auditorium, U-M Museum of Art)
  • A discussion of the 2016 presidential election and the economy with Larry Chadwick, Vice President for Federal Government Relations, TIAA (5:30 p.m., Thursday, Sept. 29, Forum Hall, Palmer Commons)

Financial Wellness Week is coordinated by the Benefits Office. Click here to view complete workshop information and register to attend.