2019 Fall Financial Wellness Workshops


The Human Resources Benefits, Employee Wellness and Work Life team offers financial wellness workshops to NC State Staff and Faculty in collaboration with our Benefit, Retirement and WolfPerks vendors to bring expert financial resources to campus. Our goal is to help educate and empower staff and faculty for financial success by having a variety of available resources.

View the upcoming Fall Financial Wellness Workshops below and register to attend, registration is limited. For more financial wellness resources including live webinars, please visit our  Financial Wellness Website.


Date Topic Location Registration
Friday, August 23 

11:30 a.m – 12:30 p.m.

Raising Smart Money Kids: By teaching your children about money at an early age, you can help them develop good financial habits- ones they may carry with them for the rest of their lives. Learn which money skills a child should master before leaving home and how to teach young children to save towards a goal. Presented by PNC Bank.  Talley Student Union-   Room 4280 Register Here
Friday, September 13

1-5 p.m.

Ready to Retire: Ready to Retire is a half-day session that provides comprehensive information about retirement. Speakers include individuals from the Social Security Administration, North Carolina State Health Plan, NC State University Benefits Department, TIAA, Fidelity, and Prudential. Talley Student Union-  Ballroom Register Here
Friday, September 27

11:30 a.m – 12:30 p.m.

The benefit of Flexible Spending Plans: Learn about the financial and tax benefits of utilizing the NC Flex Medical Flexible Spending and Dependent Daycare Flexible Spending Accounts. Presented by NC Flex and P&A Group. Talley Student Union- Room 4280 Register Here
Thursday, October 17

11 a.m – 12 p.m & 2-3 p.m. 

The Unlucky 13- The 13 Most Common Estate Planning Errors: Are you feeling confident about your estate plan? Even the most financially savvy have made mistakes. This seminar discusses how to avoid the “Unlucky 13” estate planning errors. Presented by TIAA. Administrative Services II- Room 101 Register Here
Monday, November 11 

8 – 9 a.m. & 11:30 a.m. – 12:30 p.m.

En Español

Ahorre para el mañana empezando hoy: Cómo ayudar a aprovechar al máximo su futuro financiero – la imporancia de planificar y comenzar temprano, admistrar y reducir las deudas, y cómo el presupuesto puede ayudarle a encontrar dinero para ahorrar.

Translation: Save for Tomorrow, Starting today: How to help make the most of your financial future – the importance of planning and starting early, managing and reducing debt, and how budgeting can help you find the money for saving.

Administrative Services II- Room 101 Register Here
Friday, November 15 

11:30 a.m – 12:30 p.m.

Create a Budget, Ditch your Debt, and Start Saving for the Future: Recognize the Importance of Managing Debt, Learn Steps for Maintaining financial health, plan for future goals. Presented by Fidelity Investments.  Talley Student Union- Room 3222 Register Here
Friday, December 13 

11:30 a.m – 12:30 p.m.

After the Holidays: Managing the Debt: Did you spend more on the holidays than you intended? Did you go into debt, maybe at unfavorable terms? Are you worried about how you will pay these debts off? Would you like to avoid being in the same position next year?  This workshop will help you figure out how to get out of debt quickly and cost-effectively and help you take steps so this does not happen again. TBD Registration Opens October 1, 2019

Upcoming Topics (January-May 2020)

  • January: Eating Healthy on a Budget
  • February: Ready to Retire
  • March: Money at Work 1: Foundations of Investing
  • April: To your Credit: Credit repair and understanding your credit score
  • April: Financial Considerations for the Sandwich Generation
  • April: College Savings: What you need to know
  • May: Money at Work 2: Sharpening your Investment Skills
  • June: Your Own Home: Prepare your readiness for buying a Home