GUWellness offers an annual Financial Education conference early each spring semester, in addition to year round financial education and retirement planning programs and resources year round. Stay tuned to this site and the GUWellness Updates for information on the 2014 Conference as it becomes available.
Financial well-being so directly impacts other areas of well-being, we must make it a priority. I believe that members of our community understand the value they’re getting from [these] targeted presentations. The Clothing Swap ties in with the spirit of the Financial Education Conference because we really want to enable people to kick off the year with a fresh perspective. We think the Clothing Swap is a light way to take stock of what’s working for you and let go of what isn’t, to the benefit of yourself and others. - Charles DeSantis, Chief Benefits Officer
For the 8th Annual Financial Education Conference in 2013, we wanted to focus on diversity, education and practicality. One of the best things about the Georgetown community is its diversity, and we try to serve as many aspects of that as we can with topical workshops for particular niches, like Estate Planning for the LGBT Community and Your Dependent with Special Needs, and different levels of financial awareness, from Feeling Secure in Your Finances to Retirement Income Planning.
GUWellness strives to engage employees in financial education at all stages of life, not only so they stay on track and able to retire comfortably, but also to relieve the unnecessary stress that a muddy financial picture can create. In 2013, we partnered with TIAA-Cref for the What’s Your Financial IQ ? Online Quiz, where employees can take a short, five-question quizes throughout the month to get an idea of exactly how “fiscally fit” they are. We have been very pleased with the response so far, over 400 employees are taking the quiz and challenging their colleagues to play along for a chance to win one of three iPads.
The WFIQ quiz was one of the things that helped us shift this year’s Financial Education Conference in a new direction, away from just managing portfolios and investments, toward more practical, everyday ways to save and spend that are accessible to everyone. Understanding Your Tuition Assistance Program Benefits is naturally one of the more popular offerings and gives employees a chance to really dive deep and understand the benefits available to them and their dependents. The Office of Faculty & Staff Benefits even beefed up the website with a host of online financial tools and calculators that are accessible to employees who may not have the time to attend one of our live seminars on the main campus, Wisconsin Avenue locations, or Law Center, and are available year round.
This year also kicked off our first GUWellness Clothing Swaps, where the community brought in their outgrown or unwanted clothing to trade it for something new. Its a great way to refresh your wardrobe, be green and even save some green, not to mention a chance to relax and connect with others in the community. There was even a free-for-all hour when anyone could come in and take what caught their eye, no donation required!
Read more about the 2013 Financial Education Conference events here.