Navigating Towards a Successful Financial Future

USC library with two palm trees in the front

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.

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.

Check out the video below to hear from the co-leads that brought you the event:

Upcoming webinars

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

Anne Ollen
Managing Director,
TIAA Institute

Emily Watson

Emily Watson
Senior Director,
TIAA Institute

Deborah Jones

Deborah Jones
Faculty Retirement Navigator,
Academic Affairs – Office of the Provost

Previous Webinars

For more information, email Jchobdee@usc.edu.

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.

*Please note, this session was not able to be recorded.

Presenter

Josh Felsenfeld

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!

View Recording

Presenter

Ryan McDonald

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.

View Recording

Presenter

John Snyder
Retirement Education Specialist,
Vanguard

Financial Wellness 101: Budgeting and Debt Management

Monday, Apr. 1, 12-12:45 p.m.

Location: DML 121 or Zoom

View Recording*

*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