Learn about financial wellness with 16-session series offered by the CWRU Wellness Program this fall

With rising interest rates and the dramatic price increases for daily living expenses, it is important to learn how to become more financially savvy. In partnership with the Wellness Program, Karen W. Braun, former professor of accountancy at Weatherhead School of Management, will offer “Financial Wellness: Essential Knowledge for Managing Your Finances,” a series of 16 sessions on Financial Wellness throughout the fall semester. Topics will include saving/budgeting, investing, planning for retirement, insurance, taxation, dealing with debt and estate planning.

This program is open to all benefits-eligible faculty or staff members. Participants in Case Western Reserve University’s Wellness Program can attend any seven of these sessions to qualify for the Financial Well-being program incentive, but are welcome and encouraged to attend as many as they would like. Recordings of each session will be sent out to participants and may be viewed by those who cannot attend them live.

This 16-week course will run on Wednesdays from noon to 1 p.m. via Zoom from Aug. 17 to Dec. 7 (with no class the week of Thanksgiving).

The following topics will be covered:

  • Aug. 17—Using Personal Budgets to Build Savings
  • Aug. 24—Investing I: The Nuts & Bolts
  • Aug. 31—Investing II: Investing Strategies
  • Sept. 7—Investing III: Fixed Income and Annuities
  • Sept. 14—What you Should Know About Social Security
  • Sept. 21—Retirement Savings: Planning for the Golden Years
  • Sept. 28—How to Protect and Improve Your Credit Score
  • Oct. 5—Managing Debt: The Good and the Bad
  • Oct. 12—Vehicle Debt: Lease or Buy?
  • Oct. 19—Housing Debt: Mortgages and Refinancing
  • Oct. 26—Credit Card Essentials
  • Nov. 2—Estate Planning Essentials
  • Nov. 9—Making Sense of Health Insurance
  • Nov. 16—Life and Disability Insurance
  • Nov. 30—Property, Causality, and Liability Insurance
  • Dec. 7—The Essentials of Individual Taxation

Register for the series.