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Personal Wellness and Effectiveness

Healthy living and stress reduction, personal fitness know-how, financial planning, college planning, retirement planning and more… WLD is adding new programs to help you get more from life on and off campus.


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Designing Your Financial Roadmap Workshop

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

3/23/2017 10:00 AM - 11:30 AM WAN-305 Register

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

1/20/2017 10:00 AM - 11:30 AM WAN-305 Register

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.

4/4/2017 9:00 AM - 11:00 AM WAN-305 Register

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

4/21/2017 10:00 AM - 11:30 AM WAN-305 Register

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

10/3/2017 10:00 AM - 11:30 AM WAN-305 Register

Past Program Offerings

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

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.

Managing Stress Workshop

Come learn how to identify the stressors in our lives, learn the 6 components of Emotional Fitness and the importance of cultivating resiliency and practicing relaxation techniques. For additional information, please send an email to lee_alden@uml.edu.

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, learn about the 5 key risks, understand the importance of Social Security in your savings plan and create a plan for your retirement income.