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Invest in Yourself Event

Invest in Yourself is an event, hosted by Be Well UC and UC Benefits, intended to educate and support our faculty and staff on two tenets of the Be Well UC program: Feel Well and Save Well.  With the notion that when you Invest in Yourself, you get paid back with health, wealth and happiness.

Sessions and resources are provided in a “mini-event” half day format, with all opportunities being in “bite-size” style – employees can drop in, learn what appeals most to them, and get back to their workday. 

We welcome individuals or entire departments to join us for the event. We look forward to seeing you there and invite the entire UC community to join us.

piggy bank

Event Information

Thank you to all who joined and participated!

  • Educational content from speakers is provided below for anyone who missed this event.
  • Points for participation will be visible in the Be Well UC portal in the first week of March.
  • We are striving to make future events and programming pleasant and valuable for all. If you attended, please complete this brief survey using Qualtrics http://bit.ly/bwuc-feedback-q1 by April 9.
 

Event Schedule and Descriptions

Breakout Sessions 1: 9:15-10 a.m. 

  • Understanding Medicare
    • Learn what Medicare is, who is eligible and when the enrollment periods are.
  • Home Improvement on a Budget
    • Are you interested in updating some areas of your home, but wondering if you’ll be able to recapture your expenses when you sell?  Whether you are buying, selling, or making improvements to your current home, this session will help guide you in making improvements that will give you a return on your investment.
    • Presentation
    • Additional Resources: habitatcincinnati.org and pwchomerepairs.org
  • Estate Planning with a Heart
    • A practical, sensitive presentation to help you face the difficult process of centralizing financial, legal and personal information.  Participants will receive a Family Love Letter guidebook, which will help you organize all of your financial, legal and personal information.
    • Presentation

Breakout Sessions 2: 10:15-11 a.m.

  • Understanding the Social Security Windfall Elimination Provision
    • Learn the basic retirement benefit formula and how it’s modified due to the windfall elimination provision and the exemptions to the provision.
  • Healthy Numbers: Integrating Healthcare into Your Retirement Plan
    • Learn why healthcare with retirement plans is important, how to integrate the two, and the real benefits and costs of Medicare.
    • Healthy Numbers Workshop Guide
  • Advanced Investing: Invest Confidently in Your Future
    • Define your savings goals, build an investment plan to help you optimize your savings, and understand the importance of continuously managing your plan.
    • Online Workshop Link

Breakout Sessions 3: 11:15 a.m. - 12 p.m.

  • Alternative Retirement Plan and 403(b) Plan Changes
  • Connect & Reflect: Recognition at Work- What Is Your Work Appreciation Language?
    • Connect & Reflect sessions are informal get-togethers, where we discuss the provided resource that will lead to some beneficial takeaways. Discuss the importance of being recognized for your achievements at work. Each and every one of us is different in terms of exactly how we want to be recognized. Learn about different work appreciation languages and find out what style is.
    • Presentation
  • Handling Credit and Debt Wisely
    • Learn the basics about managing credit, the good versus bad credit, and what to do if facing a serious financial problem.  Discuss how to utilize credit as a tool for reaching your financial goals and how to manage debt in order to build your credit rating. You’ll understand how different products work, the interest rates related to each and how to create a “Power Payment System” for paying down debt.
    • Presentation

Breakout Sessions 4: 12:15-1 p.m. 

  • Alternative Retirement Plan and 403(b) Plan Changes
  • Travel Hacks on a Budget
    • Learn ways to maximize your upcoming trips without breaking the bank.
  • Simple Investing: What Does Your Someday Look Like?

Additional Resources

America Saves Week Participant graphic
Save Up challenge graphic

America Saves Week

This is the week following the event from February 24-February 29, 2020!  Check out the resources to utilize and invest in your financial wellness.

Connect & Reflect

Be Well UC and the Staff Success Center are partnering to host sessions to cover personal and professional topics while fostering a community of connection.  There are different topics each month you can join! Check out February's topics and details on the Connect and Reflect page.

First Challenge of 2019: Save Up

From February 3-March 20, join the Save Up financial wellness challenge and earn 25 Be Well UC points!   The Save Up challenge will be hosted on the new portal. Each week of the challenge will include various activities that guide you through an important part of financial wellness, including topics like budgeting, spending, living within your means, investing and retirement. You must register for the challenge between Feb. 3-Feb. 14 in order to complete the challenge by March 20.  All tracking will be done in the Alyfe portal.   Stay tuned for details!