Case.edu
Online Financial Wellness Education Opportunities for CWRU Faculty & Staff – Spring 2019In lieu of participating in a full on-campus Financial Wellness education series this spring (8 weeks), use of the Impact Solutions financial resources, or TIAA/Vanguard webinars, will be approved additions to the 4 week on-campus/in-person class this Spring. Please use the access information below to learn more about financial well-being. We ask that all people using this participation to count towards the Wellness Program Incentive for Financial Well-being keep track of all tutorials completed and webinars watched (in case we ever need to audit program incentive recipients). We hope that you find this information helpful. We will be sending a survey later this summer to learn more about your experiences using this online information.Please feel free to direct questions and comments to: Elizabeth Click, erc10@case.edu, 368-5790 or Mary Ann Dobbins, mxd490@case.edu, 368-5997.Employee Assistance Program (EAP), Impact SolutionsCase Western Reserve University has contracted with IMPACT Solution, as our Employee Assistance Program (EAP) vendor. In addition to offering counseling support (e.g., 5 free sessions per problem per year for employees and household dependents), Impact Solutions offers a variety of consultation services (e.g., Child Care, Elder Care, Legal, Finance, Nutrition) and their online portal offers a wealth of educational, assessment and video tools. Impact Solutions Online Portal Access InstructionsGo to Click on “Go to member login” (orange block in the top right corner) and enter “CWRU” in the “Member login/Username” block. Click on the “Sign In” block below.Financial Fitness Center Information & AccessFrom the main page, scroll down to the green tile titled “Financial Fitness Center” and click on that tile.This center offers a Financial Fitness Checkup (10 minute brief assessment) and >200 interactive tutorials (content to read and quizzes to complete) on a wide variety of topics within the Savings & Investment tile (green) and the Personal Finance tile (blue). Details about each tile are below:Savings & Investment Tile6 Topic Areas. Number of interactive tutorials in each area within ( ).Basics (16)Strategy (26)Stocks (6)Income (19) Funds (18)Analysis (13)Personal Finance Tile6 Topic Areas. Number of interactive tutorials in each area within ( ).Basics (37)Planning (51)Benefits (18)Healthcare (13)Retirement (42)Education (3)Webinar Information & AccessFrom the main page, scroll down to the teal “Webinars” tile at the bottom left and click on that tile. This area offers a wide variety of educational webinars on a large number of topics. If you click on the link at the top titled “Click here to view all archived Webinars”, you will find many different webinars.Click on the “Webinars” tab on the right and look for these titles:Budget Basics – The Key to Becoming Financially Healthy (56 minutes)It’s My Budget and I’m Sticking To It (59 minutes)Managing Money with Your Partner (58 minutes)Maximizing Your Social Security Benefits (1 hour)Money Basics (59 minutes)Money Basics: Spending, Borrowing and Saving It (1 hour)New Year – New You: 10 Financial Resolutions You Can Actually Keep (1 hour)Paying for College (57 minutes)TIAA Retirement Funds Manager WebinarsTIAA is one of two retirement fund managers for CWRU. Monthly webinars are offered for educational purposes. In addition, one-on-one consultation sessions are offered throughout the year. Click here for that schedule.Employees can register to attend a webinar at:?webinars.To Register for TIAA webinars:Visit?webinarsUnder?Guest Access?click Register for Guest accessEnter first name, last name, Email and a password of their choiceThe following On Demand Webinars are being offered in mid-April and will be available through mid-May.The Starting Line: Beginning to Save for Retirement??Special Topic Series 2: Quarterly Economic and Market Update ?Tomorrow in Focus: Saving for your Ideal Retirement?Special Topic Series 1: Tax Planning in 2019?AND/ORVanguard WebinarsVanguard offers monthly webinars in a variety of finance topics. You may be interested in listening to those also as you work to complete 7-8 hour long in-person and online sessions. You may learn more by clicking pletion Requirements4 tutorialsOR4 webinars OR A Combination of Webinars and Tutorials [4 total]FINAL COMPLETION REQUIREMENTS = At least 7 or 8 in-person and/or online finance sessions.Once you have completed these requirements, please fill in this table and email it to Mary Ann (mxd490@case.edu) or Elizabeth (erc10@case.edu).Class TitleSource (In-Person Class, TIAA, Impact, Vanguard)Date Complete??????????? ................
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