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, Vanguard, and TIAA, is hosting “Navigating Towards a Successful Financial Future.”
This financial education webinar series for faculty and staff offers tips to help you make informed financial decisions for today and well into your future. The sessions will take place from 12-1 p.m. on the second Tuesday of every month from February to May on Zoom.
To Participate
Upcoming webinars
Take Control of Your Debt
Tuesday, February 11, 12:00 – 1:00 p.m.
This workshop provides you with strategies for paying off debts, tips for managing your spending, and the skills to make informed decisions.
Presenter
Josh Felsenfeld, CFP®, CEP
Workplace Financial Consultant,
Fidelity Investments
Credit Card Use: Do’s and Don’ts
Tuesday, March 11, 12:00 – 1:00 p.m.
In Credit Card Use: Do’s and Don’ts, you’ll learn the essentials of responsible credit card use. We’ll explore the basics of how credit cards work, the pros and cons of using them, and offer tips on building credit while avoiding common pitfalls. By the end, you’ll be better equipped to make smart decisions and manage your credit card with confidence!
Presenter
Ryan McDonald
Director of Business Development,
USC Credit Union
Saving for Retirement: Create your plan
Tuesday, April 8, 12:00 – 1:00 p.m.
Market volatility can be stressful — even when you’re saving for a long-term goal like retirement. Join us to learn how Vanguard can help you weather financial storms with confidence. Together, we’ll explore how much money you should save for retirement, smart ways to invest, and ways to feel secure while riding the ups and downs of the markets.
Presenter
Steve Michael, CRPC®
Online Retirement Education Consultant,
Vanguard
Connecting Financial and Mental Well-being
Tuesday, May 13, 12:00 – 1:00 p.m.
Personal finances, emotional well-being, and mental health are intrinsically connected. Financial stressors not only impact our personal lives but can also show up in our professional lives. During this session, learn how to bridge the gap between mental and financial health, discover resources to support longevity fitness, and hear insights from Deborah Jones, USC’s Faculty Retirement Navigator.
Presenter
Anne Ollen
Managing Director,
TIAA Institute
Emily Watson
Senior Director,
TIAA Institute
Deborah Jones
Faculty Retirement Navigator,
Academic Affairs – Office of the Provost
For more information, email Jchobdee@usc.edu.
Previous Webinars
Financial Wellness 101: Budgeting and Debt Management
Monday, Apr. 1, 12-12:45 p.m.
Location: DML 121 or Zoom
*To earn 35 Vitality points for watching this recording, please complete the validation form here. Only recordings from events held live from 1/1/24 – 12/31/24 are eligible. Please note that points are only redeemable once per employee, per video and may take up to a few weeks to be verified and processed.
Presenter
Ryan McDonald,
Director of Business Development,
USC Credit Union
*This USC wellness activity is eligible for Vitality points toward your annual Vitality Health Assessment Incentive. Earn 50 Vitality points for attending the April 1st Financial Wellness 101 and earn 75 Vitality points for completing the Vitality Financial Assessment (both must be completed before April 30 to earn a total of 125 points). Vitality points earned for attending the April 1st Financial Wellness 101 seminar will be awarded within the first two weeks of May. Learn more here.