Financial Wellness

Financial Wellness

In today's fast-paced world, people face financial concerns that impact their present and future. These can extend beyond just worrying about having enough saved for retirement to include paying down debt, planning for college, purchasing a home, or covering unexpected expenses.

The Consumer Financial Protection Bureau (CFPB) defines financial wellness as having both financial security and the freedom to make choices—both now and in the future. Specifically, having financial well-being is when you:

  • Have control over your day-to-day, month-to-month finances.
  • Have the capacity to absorb financial shock.
  • Are on track to meet your financial goals.
  • Have the financial freedom to make the choices that allow you to enjoy life.

Improving financial health can be extremely empowering, enhancing your sense of security and contributing to your overall well-being. IU offers a variety of educational resources and tools to help employees improve their financial well-being. Explore the links below to learn more. 

Financial Wellness Webinars

Road to Financial Wellness Series

Register for the Fall 2024 Webinars

IU Human Resources has partnered with campus and industry experts to cover a wide range of topics. The sessions are designed to arm you with practical, actionable steps to build healthier financial habits. They are open to all ages and career stages and will cover topics such as identifying and setting financial goals, retirement savings strategies, tackling debt, paying for college, and maximizing IU benefits. Sign up today to take the first step toward financial empowerment!

Presentation decks that can be shared will be available for download on the day of the presentation.

August 22, 2024 - Unlocking the Potential of IU's Retirement Savings Options

October 17, 2024 - IU Life, Accident, and Disability Insurance Plans

Road to Retirement Webinar Series

Register for Fall 2024 Road to Retirement Webinars

Every successful journey starts with planning and preparation. Because this is especially true for retirement, IU Human Resources partners with retirement planning experts each spring and fall to offer a special virtual educational series. These webinars are targeted to IU faculty and staff who are ready to learn how to prepare for the years and months leading up to retirement and navigate the transition from employee to retiree.

Vendor Workshops

Register for Vendor Workshops

IU retirement plan vendors Fidelity and PERF offer ongoing virtual workshops on topics related to finances and retirement. Follow the link above to register.