Plan for the future with new Financial Wellness program

EventsFaculty & Staff
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The Case Western Reserve University Wellness Program will launch a pilot series in August to strengthen faculty and staff financial wellbeing.

Learning how to implement a sound investment strategy will help reduce financial stress and strengthen preparation for life events (such as children, college, and retirement). Increasing knowledge about investing and savings plans will help participants make healthy financial decisions.

Attend each of these two sessions led by William Mahnic, associate professor of banking and finance at the Weatherhead School of Management, and obtain information critical for a sound financial future. Each session will be offered twice to accommodate as many interested participants as possible.

“Saving for Financial Wellbeing”

The first session, “Saving for Financial Wellbeing,” will address saving for life events. Participants can learn how much money they should save annually to achieve their goals, how to determine if they are on track for a secure retirement, and how the university’s retirement plans can help them achieve their goals. This session will be offered:

  • Tuesday, Aug. 4, from 12:30 to 1:30 p.m. in Allen Memorial Medical Library’s Ford Auditorium. Registration for this session is available online.
  • Wednesday, Aug. 5, from 12:30 to 1:30 p.m. in Allen Memorial Medical Library’s Ford Auditorium. Registration for this session is available online.

“Investing for Financial Wellbeing”

The second session, “Investing for Financial Wellbeing,” will address investment options are available to employees, both within the CWRU retirement savings plans and in outside investment options. Participants will learn how to become a better investor and make solid investment decisions, investing in retirement plans, and the importance of diversification in this second session. This session will be offered:

  • Tuesday, Aug. 11, from 12:30 to 1:30 p.m. in Allen Memorial Medical Library’s Ford Auditorium. Registration for this session is available online.
  • Wednesday, Aug. 12, from 12:30 to 1:30 p.m. in Allen Memorial Medical Library’s Ford Auditorium. Registration for this session is available online.