Financial Education Month | Human Resources

To prioritize access to financial education tools, Human Resources is spearheading a month-long initiative called “Financial Education Month.” This program underscores the university’s commitment to providing resources for faculty and staff to navigate their financial future.

Throughout the month of April, employees will have access to a diverse range of resources, workshops, and educational materials aimed at enhancing financial literacy. From budgeting basics to retirement planning strategies, the program offers something for everyone, regardless of their financial background or expertise. Additionally, employees will have access to online resources like budgeting templates and interactive assessments.

Live Events

There will be several in-person and virtual learning sessions throughout April. A full list of events and registration links can be found on the HR calendar.

View the recordings of prior Fidelity workshops here:

Fidelity Goal Booster

Fidelity Goal Booster is a free, digital saving and investing experience designed to help you save for goals outside retirement, including emergency savings. Its goal-based approach creates clarity and accountability to help keep you accountable and on target.

Additional Resources from Fidelity

Create your budget: finding extra money to save becomes easier when you know exactly what you’re spending each month. Generally, Fidelity believes your essential expenses (things you need to have) should not exceed 50% of your take-home pay. See how you’re doing by filling out your average monthly expenses in the budgeting activity sheet.

The Fidelity Smart Money weekly newsletter breaks down what the news means for your money and gives you tips to help you spend, save, and invest smarter. Subscribe today.

Take the Financial Wellness Checkup and access additional resources for achieving financial wellness.

Resources from the Employee Assistance Program (ComPsych)

WellthSource is available on desktop, tablet, and mobile platforms, this needs-based digital program addresses all of the most common financial issues and topics in an engaging and user-friendly format. By gauging each user’s comfort level across an array of financial subjects, WellthSource uses its recommendation engine to help individuals prepare and sustain a healthy financial lifestyle.

Wellbeing Coaching offers free, one-on-one support (via telephonic or video sessions) for a wide variety of issues that may affect an individual’s well-being and ability to reach personal goals and milestones of success.