Financial Wellness Conference

FWC-15-Header

No matter what stage of your career you’re in, there are financial decisions around every corner. During the 10th Annual Financial Wellness Conference, we’ll be hosting workshops and events focused on what you can do now to better secure your financial future. From basic budgeting to maximizing your investment strategy; taking advantage of employer benefits to retirement income withdrawal strategies; no matter where you’re at in your financial life cycle, we’ll have something for you!

Jump to Workshops & Events

Workshops are still being scheduled, sign up to receive email reminders and invitations to this year’s conference events, or check back here for updates.

One on One Consultations

Meet individually with financial consultants from TIAA-CREF, Fidelity Investments and The Vanguard Group. Financial counselors from these highly respected financial companies will be available to meet with you to answer your financial questions on the dates listed below. All one-on-one sessions will be held in the North Gatehouse, unless otherwise noted. These popular sessions fill up quickly so be sure to use the contact information listed below to secure your space today. These financial consultants can help you…..

  • Create savings strategies for major financial milestones (i.e., buying a home, sending kids to college)
  • Develop a retirement strategy and understand investment choices available to you
  • Understand the importance of protecting your assets against inflation
  • Review your current investment allocation
FidelityFidelity Investments

To schedule an appointment, please visit the Fidelity Investment reservation website, or call 1-800-642-7131. A Fidelity Investments financial consultant will be available on the following dates: 

  • Tuesday, March 10
  • Tuesday, March 24
TIAA-CREF

TIAATo schedule an appointment, participants may log in to the TIAA-CREF website. You may also schedule an appointment by calling (800) 732-8353 (Monday – Friday, 9:00 am to 8:00 pm ET). A TIAA-CREF financial consultant will be available on: 

  • Wednesday, March 4
  • Thursday, March 12 (Se habla español)
  • Wednesday, March 18
  • Tuesday, March 24
VanguardVanguard

As part of their strategy to minimize administrative costs, Vanguard only makes quarterly visits to campus. Schedule a teleconference with a Vanguard representative to help accommodate your schedule (Se habla español). To make an appointment please visit the Vanguard reservation website

Workshops & Events

Workshops are still being scheduled, sign up to receive email reminders and updates!

buttoncreate (1)Retirement Orientation
Wednesday, March 11, 2015 from 9:30 AM to 11:00 AM in 3300 Whitehaven Street NW , Room 4300
Do you find yourself worrying about the ‘how to’s’ of retiring from Georgetown University? If you answered yes, we invite you to put your mind at ease by joining the Office of Faculty and Staff Benefits for its newly developed Retirement Orientation. This new program is designed to provide you with an informative, practical and thoughtful orientation on how to navigate the retirement process at Georgetown. Not sure if you are eligible to retire? Click here to find out!

buttoncreate (1)The Time is Now to Save More
Monday, March 23, 2015 from 12:00 PM to 1:00 PM in the Leavey Program Room
How much should you be saving for retirement? Where can you find more money to save? Get answers to these and other important questions about retirement saving by attending this meeting from Vanguard. You’ll learn how to:

  • Maximize your retirement plan match
  • Set savings goals
  • Start small to make reaching your goal more attainable
  • Take action

buttoncreate (1)Financial Freedom: Reduce Debt & Save More
Monday, March 23, 2015 from 3:30 PM to 4:30 PM in the Leavey Program Room
Looking for ways to bring your financial life under control? This meeting will teach you how to pay down credit card debt, set up an emergency fund, and save for a comfortable retirement. You’ll learn the importance of delayed gratification and strategies for reducing debt and saving more. Plus:

  • Credit cards – what you need to know
  • Budgeting – the “I hate to budget” budget
  • Establishing an emergency fund
  • The importance of saving for retirement
  • Taking action for your financial future
The Time is Now to Save Morebuttoncreate (1)
Tuesday, March 24, 2015 from 3:30 PM to 4:30 PM in McShain Lounge (Large), McCarthy Hall
How much should you be saving for retirement? Where can you find more money to save? Get answers to these and other important questions about retirement saving by attending this meeting from Vanguard. You’ll learn how to:
  • Maximize your retirement plan match
  • Set savings goals
  • Start small to make reaching your goal more attainable
  • Take action
Tuesday, March 24, 2015 from 12:00 PM to 1:00 PM in McShain Lounge (Large), McCarthy Hall

Looking for ways to bring your financial life under control? This meeting will teach you how to pay down credit card debt, set up an emergency fund, and save for a comfortable retirement. You’ll learn the importance of delayed gratification and strategies for reducing debt and saving more. Plus:
  • Credit cards – what you need to know
  • Budgeting – the “I hate to budget” budget
  • Establishing an emergency fund
  • The importance of saving for retirement
  • Taking action for your financial future
Thursday, March 26, 2015 from 1:30 PM to 2:30 PM in McShain Lounge (Small), McCarthy Hall

Are you already contributing to your 403(b) retirement plan but know you need to save more? Explore additional savings vehicles to create an overall financial plan with Fidelity Investments in Build a Financial Roadmap. At the conclusion of this workshop, you will be able to:

  • Understand why its important to have a comprehensive financial plan
  • Evaluate where to save
  • Address additional savings goals (such as college or health savings)
Monday, March 30, 2015 from 12:00 PM to 1:00 PM in McShain Lounge (Small), McCarthy Hall
It’s time to consider a little payback. You’ve made a lot of sacrifices in order to put away enough money to retire. When it’s finally time, do you know how to get the money back? There are lots of considerations, rules and tax implications that make these decisions very important and more complex. Relax. We can help. TIAA-CREF’s workshop leader will help simplify retirement income:
  • Learn the basic rules that govern the most common retirement accounts
  • Gain perspective on when to tap into different assets
  • Discover the flexible income choices TIAA-CREF offers
Tuesday, March 31, 2015 from 2:00 PM to 3:30 PM in McShain Lounge (Large), McCarthy Hall
Your money shouldn’t be sitting around doing nothing, and at this workshop – you won’t be either. Our goal is to help give you an idea of where you are, figure out where you want to be, and of course, how you are going to get there.
TIAA-CREF’s workshop leader will help you:
  • Evaluate your financial health
  • Set financial goals
  • Discover how to make your money work for you
  • Learn how to put it all together to create your financial plan
Wednesday, April 1, 2015 from 2:30 PM to 4:00 PM in the Leavey Program Room
Get ready for a new journey. Getting to this point is quite a feat. But the journey isn’t over until you’ve reached the peak. There are more adventures yet to come. Once you reach retirement, you may have 20 or 30 years to enjoy it.
TIAA-CREF’s workshop leader will help you imagine your ideal retirement and plan – financially and emotionally – for how to make the most of it:
  • Plan how you’ll spend your days and how to help make your savings last
  • Learn about how you can pay yourself once you’re no longer earning a paycheck
buttoncreate (1)Getting on Track for Retirement (Wisc Ave)
Wednesday, April 1, 2015 from 12:00 PM to 1:00 PM in the Harris Building, Room 4300
How do you know when you can retire? Find out what your future in retirement might look like with this valuable workshop from Vanguard. You’ll learn how much you should be saving, how social security payments coordinate with other retirement income, and practical solutions to get your retirement savings back on track.
buttoncreate (1) Wednesday, April 1, 2015 from 4:30 PM to 5:30 PM in the Leavey Program Room
How do you know when you can retire? Find out what your future in retirement might look like with this valuable workshop from Vanguard. You’ll learn how much you should be saving, how social security payments coordinate with other retirement income, and practical solutions to get your retirement savings back on track.
Thursday, April 2, 2015 from 2:30 PM to 3:30 PM in the Leavey Program Room
Are you over 55 and thinking about retiring? Wether that transition is two years away or ten, have you given any thought to how long your savings will last? This workshop from Fidelity Investments will help you explore sources of income in retirement and help you maximize savings while you’re still working. At the conclusion of this workshop, you will be able to:
  • Assess if they are financially ready to retire and identify ways to save more to fill any gaps
  • Identify sources of income
  • Assess how health care and Social Security can impact their expenses and income strategy
  • Understand how to create a retirement income strategy

 

buttoncreate (1)
Wednesday, April 15, 2015 from 9:30 AM to 11:00 AM in McShain Lounge (Small), McCarthy Hall
Do you find yourself worrying about the ‘how to’s’ of retiring from Georgetown University? If you answered yes, we invite you to put your mind at ease by joining the Office of Faculty and Staff Benefits for its newly developed Retirement Orientation. This new program is designed to provide you with an informative, practical and thoughtful orientation on how to navigate the retirement process at Georgetown. Not sure if you are eligible to retire? Click here to find out!
Looking for information on the 2014 Financial Education Conference? Find it here

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