Financial Well-Being Events

Icon Wellbeing Financial Satisfaction with current and future financial situations.

Option Type Description Cost Contact
Ways to Stretch Your Money Recorded Seminar If you’re trying to incorporate money-saving steps into your everyday spending habits, you’re not alone. There are hundreds of ways to stretch your budget when money is tight, from cutting back on luxuries to shopping for bargains. Join us as we discuss ways to save on: food, utilities, transportation, clothing, entertainment, gifts and more. $0 LifeWorks EAP
Debt & Budgeting Presentation Learn about tools, tips, and strategies to help you balance paying down your debt while saving for your future goals. A representative from Fidelity will visit your department to present and can tailor the presentation to the length of time available. Advanced notice required. $0 segendoe@nd.edu
University of Notre Dame 403(b) Plan Overview Presentation Learn the benefits of voluntary savings in the UND 403(b) Plan, how to enroll, and small steps you can take to save more. A representative from Fidelity will visit your department to present and can tailor the presentation to the length of time available. Advanced notice required. $0 segendoe@nd.edu
Choosing Investments Presentation Learn the basics of investing, considerations for choosing an investment mix, and strategies to help keep you on track. A representative from Fidelity will visit your department to present and can tailor the presentation to the length of time available. Advanced notice required. $0 segendoe@nd.edu
NetBenefits Planning & Guidance Center Overview Presentation Learn how to use the Planning & Guidance Center on NetBenefits to create a plan for retirement, college, or personal savings goal – or get help with your investment strategy. A representative from Fidelity will visit your department to present and can tailor the presentation to the length of time available. Advanced notice required. $0 segendoe@nd.edu
Estate Planning Presentation Learn about the components of an estate plan, including information on wills vs. probate, power of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies. A representative from Fidelity will visit your department to present and can tailor the presentation to the length of time available. Advanced notice required. $0 segendoe@nd.edu
Fidelity Financial Education Seminar Learn more about making important decisions in your University of Notre Dame 403(b) Retirement Plan. $0 Fidelity

Does your department have a well-being related event or offering that they would like promoted on the tool-kit? Email wellbeing-list@nd.edu to have your information added.