Go Save: Financial Wellness at USF

piggybank in hands

Go Save Programming: March 1-31

What Is Financial Wellness? Financial wellness is a term used to describe the state of one's personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of your income you are spending on fixed or non-discretionary expenses.

Event Description Presented by date time link
Real Estate Mortgages Provident Thurs, March 2 11-12 Register
Meet our TIAA Rep, Joanie TIAA Tues, March 14 11-12 Register
Credit Cards/Credit Scores Tips and Tricks Provident Thurs, March 16 11-12 Register
Getting a Head Start TIAA Tues, March 21 11-12 Register
Adjusting Finances During Challenging Times Concern EAP Wed, March 29 11-12 Register
Invest for Success TIAA Thurs, March 30 11-12 Register

Resources to Assist in Becoming Financially Healthy

  1. Set up a complimentary virtual 1:1 appointment with Joanie Cheung, our designated TIAA financial consultant. Register here.
  2. Join our live webinar hosted by Joanie Cheung to answer any of your financial questions  Register here.
  3. Check out the financial wellness center provided by Provident Credit Union.
  4. Review these step by step instructions on how to change your 403(b) contribution.
  5. With tax season upon us, a friendly reminder that you can be reimbursed up to $200 as part of our financial advisor reimbursement. You can request reimbursement by completing this form.
  6. Review Concern EAP's "Busting the Budget Blues," tips.
  7. For additional retirement related questions, please contact Ron Chin.

RSVP for TIAA Online Webinars

For more information about USF's retirement and financial planning, or to make changes to your 403(b) elections, please visit HR's retirement web page.