Financial Wellness Conference

This spring take steps to improve your fiscal fitness. The annual Financial Wellness Conference provides free financial education and resources to Georgetown University faculty and staff. Book mark this page. Check back often for new programs being added throughout the month long conference.


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Financial Wellness Workshops

Ask the Finance Professor: A special workshop with George Comer

Wednesday, March 28, 12:30 – 1:30pm, Hariri Building, Room 350 – REGISTER
Wednesday, April 11, 11am – 12pm, Law Center, McDonough 109 – REGISTER
Come join Georgetown University Associate Professor of Finance, George Comer, as he reveals tips and shares insights on achieving optimal financial health. Bring along all those questions you’ve always wanted – but were too afraid – to ask: “How should I select the funds for my 403(b) plan?” “How can I best save for my child’s college education?” “How much money do I need to save before I retire?” “How do I come up with a monthly or annual budget?” “What are the best financial products for my goals?” Don’t miss this special session!

Create a Budget, Ditch Your Debt, and Start Building for the Future (Fidelity Webinar)
Monday, April 2, 10 – 11am – REGISTER
Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.

Take the First Step to Investing (Fidelity Webinar)
Tuesday, April 3, 12 – 1pm – REGISTER
Learn key investing concepts, common investment types and how to choose your investment approach.

Organize, Plan & Own Your Future (Fidelity Webinar)
Wednesday, April 4, 2 – 3pm – REGISTER
Designed for women investors, this workshop will help you take increased control of your finances and move from saving to investing.

Maximize Social Security in Your Retirement Strategy (Fidelity Webinar)
Thursday, April 5, 4 – 5pm – REGISTER
Learn abourt strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.

She’s Got It: A woman’s guide to saving and investing  (TIAA)
Healey Family Student Center, Hermann Room
Monday, April 9, 3:30 – 5pm  – REGISTER
Join us for a revealing trip through investing and saving strategies. Your money shouldn’t be idle – and at this workshop, you won’t be either.

  • Learn the core concepts that guide all investing, and begin to build an action plan
  • Find ways to help take on life’s curveballs without damaging your future financial well-being
  • Discover your Financial Personality Type and determine your financial goals

Georgetown University Retirement Orientation
9:30-11am, Darnall Hall, 2nd Floor, M-31
Wednesday, April 11 – REGISTER

Thinking about retiring? Do you find yourself worrying about the ‘how to’s’ of retiring from Georgetown University? If you answered yes, we invite you to put your mind at ease by joining the Office of Faculty and Staff Benefits for its newly developed Retirement Orientation. This program is designed to provide you with an informative, practical and thoughtful orientation on how to navigate the retirement process at Georgetown.

Fundamentals of Retirement Income Planning (Fidelity)
Thursday, April 12, 12 – 1pm, Darnall Hall, 2nd Florr, M-31 – REGISTER
The goal of this workshop will be to understand the financial and personal risks preretirees may face and how to put a plan in place to prepare for living in retirement.

Preparing to Care for an Aging Parent (MetLife)
Thursday, April 12, 2-3pm, Live Webinar – REGISTER
We are pleased to offer MetLife’s Preparing to Care for an Aging Parent: a complimentary 60 minute workshop to help current and future caregivers better understand their roles and responsibilities. Here’s your opportunity to learn more about this important issue that is a major concern for many. During this workshop you will learn about:

  • How caregiving has changed over time
  • What it means to be a caregiver today
  • Different types of care options
  • Important legal and financial considerations
  • Planning tips and available resources


Financial Freedom (Vanguard)

Tuesday, March 13
11:30am – 12:30pm, Darnall Hall, 2nd Floor, M-31 – REGISTER
2 – 3pm, Law Center, McDonough 140 – REGISTER

Looking for ways to bring your financial life under control? If so, mark your calendar. You’re invited to attend a meeting where a Vanguard representative will explain how to pay down credit cards, set up an emergency fund, and save for a comfortable retirement. This meeting will help you:

Set up a budget.
Save more.
Manage your debt.

Have a smartphone or tablet? Bring it along. And to get the most out of the meeting, we recommend signing up for account access at

Retirement Plans – Know the rules (TIAA)
Tuesday, March 13
Live Webinar, 12pm – REGISTER
Your retirement assets will play a significant role in creating your retirement income, however, there are many rules surrounding your use of these assets. When can I start taking distributions? When must I start taking distributions? What happens when I leave them to my loved ones? Join us to get the answers to all of these questions and more.

Paying Yourself: Income options in retirement (TIAA)
Tuesday, March 13
Live Webinar, 3pm – REGISTER
You can learn the rules that govern retirement assets and find out when to consider using different income sources.

Dismantling myths about annuities (TIAA)
Wednesday, March 14
Live Webinar, 12pm – REGISTER
Annuities are commonly misunderstood financial products in the marketplace. You can learn about their unique characteristics so you can determine if they should be part of your overall financial plan.

Gaining Insight: Navigating debt consolidation and understanding the mortgage process (TIAA)
Wednesday, March 14
Live Webinar, 3pm – REGISTER
Discover how to manage and consolidate debt, and get a primer to help make the mortgage process easier to navigate.

Healthy Numbers: Integrating healthcare into your retirement plan (TIAA)
Thursday, March 15
Live Webinar, 12pm – REGISTER
You can learn and plan for the cost of healthcare in retirement, including supplemental insurance, and the real benefits and costs of Medicare.

Start to Finish: The early career woman’s guide to financial wisdom (TIAA)
Thursday, March 15
Live Webinar, 3pm – REGISTER
When women are starting their careers, there’s a lot to consider—career goals, job satisfaction, achieving a work/life balance. But it’s important to also consider retirement. Discover how establishing a plan now can help establish your financial future.

Taking the Leap Forward: Imagining your life after retirement
Law Center Campus, McDonough 220*
Fridays, 1-3:30pm
Workshop: March 16, 23*, April 6 – REGISTER
Check-in Sessions: April 20, May 4
*All sessions will be held in McDonough 220, with the exception of 3/23 which will be held in McDonough 337

Anxious about retirement?  You are not alone.  Consider a new kind of retirement workshop that equips you with tools to dissolve the fear and begin consciously creating your next new adventure. No matter your age, or whether you are thinking of retiring this year or in ten years, you can begin imagining (and creating) the life you truly want in retirement.  This 3-part series uniquely addresses the alignment required to create the life you’ve imagined and the emotion(s) that comes up during transition.  Although this program does not focus on financial planning, you can expect that the clarity you receive will contribute richly to the financial portion of your retirement planning.

Join Jan Hice-Smith (B’92)  from Heart’s Joy Consulting to explore and envision what life after Georgetown might look like.

Understanding TAP (Tuition Assistance Program) Benefits 

Monday, March 19, SCS Downtown Campus, Room C123, 11am- 12pm – REGISTER
Monday, March 19, Law Center, McDonough 141, 2:30 – 3:30pm – REGISTER
Friday, March 23, 2115 Wisconsin Ave, NW, Suite 601, 12 – 1pm – REGISTER
Join Tuition Assistance Program Analyst, Mary Cooper, for the rundown on what benefits are available to you and your dependents through Georgetown, the TAP application process, tax implications and more.

Tax Strategies (MetLife)

Tuesday, March 20, 10am – 11am, Law Center, Hotung 6006 – REGISTER
Thursday, March 22, 10am – 11am, Healey Family Student Center, Hermann Room – REGISTER

Feeling Taxed by Taxes?  When it comes to taxes, most of us could use some help. Since some taxstrategies are easy to accomplish while others may take some planning, we’re pleased to offer MetLife’s TaxStrategies, a complimentary 60 minute workshop. In plain English, you will learn about tax basics, ways to help reduce your tax bill by developing tax-smart saving goals as well as:

• The differences between federal, state and local taxes
• Maintaining accurate records
• Making the most of tax-deferred programs
• The importance of tax diversification
• Rules for home sales, charitable contributions and child care tax credits