Financial wellness is an important contributor to overall health and well-being, which is why the USC Healthy Campus Financial Wellness subcommittee, in collaboration with USC Credit Union, Fidelity, Metlife, and Captrust, is hosting “Foundations of Financial Wellness: Plan.Save.Grow”.
This webinar series for faculty and staff will help you take control of your financial future and set you on the path to long-term financial wellness. The sessions will take place from 12-1 p.m. on the second Wednesday of every month from February to May on Zoom.
This program is open to all eligible individuals. The WorkWell Center operates all of its programs and activities consistent with the University’s Notice of Non-Discrimination. Eligibility is not determined based on race, sex, ethnicity, sexual orientation, or any other prohibited factor.
To Participate
Upcoming webinars
Budgeting and Building Emergency Savings
Wednesday, February 11, 12:00 – 1:00 p.m.
Learn about different components of a budget, how to set goals and budget effectively, prepare for emergencies, and create healthy financial habits for lifelong success. This interactive workshop will provide you with your own budget plan.
Presenter
Ryan McDonald
Director of Business Development,
USC Credit Union
Take the First Step to Investing
Wednesday, March 11, 12:00 – 1:00 p.m.
Explore the principles of investing—no matter your starting amount—so you can begin building wealth today and for the future. Learn about the basics of investing, asset allocations and diversification, and how to identify your ideal investment approach.
Presenter
Josh Felsenfeld, CFP®, CEP
Workplace Financial Consultant,
Fidelity Investments
Estate Planning: Living Wills, Trusts, and more
Wednesday, April 8, 12:00 – 1:00 p.m.
Having a plan for how your assets will be distributed after your death is important. Learn how to get started, why a will is important, why you may need a trust, and how you can put together a good plan that will give you peace of mind. This workshop will also cover what today’s estate tax landscape means for them, and how to avoid common mistakes.
Presenter
Edward Alferoff, CFP®, RICP®, ChFC®, WMCP®
Co-Founder and Partner, Vital Planning Group
MetLife
A GPS for Your Financial Journey
Wednesday, May 13, 12:00 – 1:00 p.m.
This presentation is designed to help you assess where you are on your journey toward financial independence and retirement readiness. We’ll explore key decision points that can impact your future, including savings strategies, investment alignment, and Social Security. You’ll also learn how to evaluate whether you’re on track to meet your goals—and how to take advantage of the valuable guidance and resources available through CAPTRUST as part of your benefits.
Presenter
Melissa Cella
Vice President | Financial Advisor
CAPTRUST
For more information, email Jchobdee@usc.edu.