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2023 Financial Wellness Series

Hosted by: BeWell and Human Resources

Do you feel like you lack knowledge of the financial world? Retirement, budgeting, saving, and debt reduction are all factors that contribute to overall financial wellness. Developing a strong financial foundation and ongoing plan to help reach future financial goals can help reduce the burden of financial stress.

Register in K@TE by searching “Financial Wellness” or the title of the session you are interested in.

Money & Mental Health

September 22, 2023, from 10:00 – 11:00 a.m. eastern

Mental health and money problems are often intricately linked. Money can impact our behavior and our mental health can impact how we manage our money. Making it a symbiotic, cyclical relationship. Furthermore, research has shown that finances are one of the primary causes of stress worldwide, with money problems being associated with an increase in mental health issues, particularly depression and anxiety. This session will explore the link between mental and financial wellbeing, including the intersection of money worries on anxiety, stress, and relationships.

  • Learn how to normalize conversations around mental health and money.
  • Understand how mental health and money are connected.
  • Discuss spending patterns and mood changes on the brain.
  • Identify triggers for poor financial decisions and how to break patterns of behavior.
  • Explore habits to manage your mental health and improve financial wellness.

Location: Zoom; Register in K@TE
Facilitators/Hosts: Optum (EAP), hosted by BeWell and Human Resources

How to Manage Finances

October 18, 2023, from 12:00 – 1:00 p.m. eastern

Participants will learn the importance of setting up and maintaining a budget. Information about establishing credit and the value of maintaining a good credit rating also are explored. While some saving choices may be reviewed, this class does not address long-term financial planning.

  • Evaluate your current financial situation.
  • Identify the components of financial planning.
  • Redesign your spending habits.
  • Explore ways to manage money more effectively.
  • Write an action plan to manage your finances.

Location: Zoom; Register in K@TE
Facilitators/Hosts: Optum (EAP), hosted by BeWell and Human Resources

Making the Holidays Happier

November 8, 2023, from 12:00 – 1:00 p.m. eastern

Participants will identify some of the factors that contribute to holiday stress. This session also explores a variety of ways to create the kind of holiday celebration that meets individual needs. Attendees will be able to make better choices for the holidays while lowering stress levels, improving family relationships and having more fun.

  • Identify the biggest causes of holiday stress.
  • Find coping strategies that promote well-being.
  • Practice setting realistic expectations.
  • Plan to approach the holidays differently this year financially.
  • How to build a budget for the Holidays.

Location: Zoom; Register in K@TE
Facilitators/Hosts: Optum (EAP), hosted by BeWell and Human Resources

Your Two Cents: Financial Roundtable

December 12, 2023, from 9:00 – 10:00 a.m. eastern

HR and BeWell will host a roundtable discussion about financial wellness. Participants will have an opportunity to share tips and learn from each other, as well as share ideas for future topics of interest for this series.

Location: In Person Session; Register in K@TE
Facilitators/Hosts: Human Resources and BeWell

Financial Wellness Resources through LinkedIn Learning Path includes Resources and Learning Options

This asynchronous LinkedIn Learning Path provides financial wellness resources and learning opportunities that can be completed at your own pace. This learning path provides basic information to help with your financial journey. This online option can be completed at any time and is not a pre-requisite for other sessions in the series.