Financial Well-Being

...Your Lifelong Investment

Money doesn't buy happiness. But understanding, managing, and communicating about finances can improve the quality of your life and relationships. These seminars will help you take charge of your budget, financial short-term and long-range planning, as well as estate and retirement planning.

Managing Your Finances to Create the Life You Want

Wednesday, April 11, 2018 - 5:00pm to 7:00pm

Building: 46-3189 (Brain and Cognitive Sciences)

Presenter: Jeanne Mahan, M.S.; Senior Manager, College Finance, College Coach

Dinner will be available beginning at 5:00 p.m. and the seminar presentation will run from 5:30 - 7:00 p.m.

Countless young professionals entered the workforce in the last decade amidst the worst economic downturn in generations. Many just starting their careers may be concerned about budgeting and controlling debt. This workshop will help you develop the skills to manage financial resources, stay ahead of monthly obligations, and plan for a solid financial future. In this seminar, you will learn:

  • Ways to evaluate existing and future financial resources
  • Methods for developing and managing a realistic budget
  • Approaches to managing existing debt
  • Tactics for smart money management
  • Strategies for understanding, establishing, and maintaining a good credit history
  • Tips for evaluating and planning for future savings needs

Optimizing Your Social Security Benefit

Thursday, April 19, 2018 - 12:00pm to 1:30pm

Building: 46-3189 (Brain and Cognitive Sciences)

Presenter: Francine Kollias, B.A.; Social Security Consultant and Educator

Considering retirement, but not quite sure how to maximize the government benefits available to you? This session will help. Come learn the ins-and-outs of Social Security and Medicare benefits and enrollment, including:

  • Common Social Security myths
  • Qualification guidelines for Retirement, Survivor, and Disability benefits
  • Medicare basics and enrollment requirements
  • Filing procedures and timeframes around applying for benefits
  • Helpful online services provided by the Social Security Administration

Money Smart: Raising Finance-Wise Kids

Tuesday, April 24, 2018 - 12:00pm to 1:30pm

Building: NE49-5000 (5th floor; L-Lab)

Presenter: Stacey MacPhetres, M.A.; Director, College Finance, College Coach

This seminar will share best practices on teaching your children basic finance concepts, including saving, earning, budgeting, taxation, investment, and credit. Parents will be empowered to make these teachings part of their children’s everyday lives. A financial educator will provide you with:

  • Suggestions on allowances and other ways children can earn money
  • Strategies for teaching children how to budget to achieve short- and long-term saving and spending goals
  • Tips for introducing children to the principles of taxation, investing, and using credit wisely
  • Concrete, age-appropriate exercises to do with children that promote good finance behavior

Couples and Money: What's Love Got to Do With It?

Tuesday, May 15, 2018 - 12:00pm to 1:30pm

Building: 76-156 (Koch Institute for Integrative Cancer Research)

Presenter: Ina Bachman, L.I.C.S.W., T.I.W.C., C.E.A.P.; Founder and Coach, Bachman Coaching

This seminar will examine the powerful impact money has on relationships. During this discussion, you will:

  • Analyze how couples think and communicate about money
  • Understand why couples fight about money
  • Explore simple tactics for avoiding money roadblocks that may affect your relationship
  • Receive advice around building a resilient partnership that can withstand financial concerns and challenges