Personal Wellness and Effectiveness

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Designing Your Financial Roadmap

Build a financial roadmap. At the conclusion of this workshop, employees will be able to understand: planning for retirement and building the foundation; the importance of balancing and prioritizing other non-retirement goals to save appropriately; evaluate your portfolio and select appropriate savings vehicles; factors to consider when choosing a college savings plan. Facilitated by: Fidelity Investments

WAN-3053/18/2016 10:00 AM - 11:00 AM
Getting on the Right Path with Your Workplace Savings Plan

Create a vision for the future and set financial goals. At the conclusion of this workshop, employees will be able to: understand the benefits of enrolling in their retirement savings plan; identify their plan¿s features and investment options; understand how to manage debt and create a budget to identify available dollars for retirement savings.  Facilitated by: Fidelity Investments

WAN-3051/15/2016 10:00 AM - 11:00 AM
Intro to Yoga Workshop

This workshop will be a yoga class focusing on breath and alignment, appropriate for beginners or those who practice regularly. With a focus on alignment you will be given the proper knowledge and body awareness to start practicing yoga or get back to basics.

CRC-23910/6/2016 12:00 PM - 1:00 PM
Managing Change Workshop

To lead effectively during times of change requires knowledge and skill. Knowledge includes understanding what happens to people, including yourself, during times of change as well as knowing and applying best practices to help team members adjust, adapt and eventually accept the change. This workshop will address these key points.

WAN-3054/1/2016 9:00 AM - 11:00 AM
Preserving Your Savings for Future Generations Workshop

Estate planning. At the conclusion of this workshop, employees will have a better understanding of: what is a taxable estate and how can assets be distributed; estate planning components, wills vs. probates, and what is a power of attorney; the importance of a living will and healthcare proxy, and establishing a trust and different forms of trusts; the importance of beneficiary designations, and gifting and insurance replacement strategies.  Facilitated by: Fidelity Investments

WAN-3055/26/2016 10:00 AM - 11:00 AM
Women & Investing Workshop: Get Organized and Build & Own Your Plan

Ready to own your financial future?

In our financial wellness workshop for women, you will learn many valuable skills, including:  why financial wellness is especially important for women; budgeting, saving & managing debt; and investing strategies.

Facilitated by: Fidelity Investments

WAN-3056/23/2016 10:00 AM - 11:00 AM
Women & Investing Workshop: Retirement Income Planning on Your Own Workshop

When it comes to retiring, there are lots of decisions that have to be made. With Retirement Income Planning on Your Own, Fidelity¿s financial wellness workshop for women who are planning on their own, we¿ll help you navigate the process so you can envision your retirement, earn about the 5 key risks; understand the importance of Social Security in your savings plan, and create a plan for your retirement income.

WAN-3056/29/2016 10:00 AM - 11:00 AM


Key: Building Codes