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Financial Wellness

Financial Wellness

Administered By Human Resource Services

At UNI we value financial wellness as a part of our employee's overall well-being. Financial concerns can increase stress, significantly impact work/life balance, and overall health and wellness. UNI offers a variety of educational sessions, resources, and tools to assist employees in reaching financial security and goals. This page provides tools and resources for you to achieve financial security now and looking forward to retiring with dignity in the years ahead.

Financial Wellness Educational Sessions

Financial Wellness Series

This series of sessions is designed for all employees regardless of their stage of life. These sessions are meant to assist you with information on topics such as financial planning, budgeting, saving, and investing.

  • The Basics of Estate Planning
    Join Justin Dams, with Veridian Investment Services, as we discuss: what to know about estate planning, living trusts, and duties of a living trust executor or trustee.
  • Next Step Seminars
    Join us while Regions Bank covers a different financial wellness topic each month.

Retirement Readiness Series

This series of sessions is best fit for employees planning to retire from UNI in the next five - ten years. Individuals will learn more about their benefit options in retirement, social security, medicare supplements, and other healthcare options in retirement.

  • Retire from UNI
    This session is led by HRS benefits team and provides information you need to know to plan for your benefits in retirement. Additional UNI specific information is provided (e.g. emeritus application).
  • Bridging the GAP: Healthcare in Retirement Before 65
    Participants learn how to use the Marketplace or to price Affordable Care Act (ACA) compliant plans, and options such as COBRA, Short Term Health Plans, Sharing Programs and Group Plans. This session is led by a Health Insurance expert with Veridian Community Credit Union.
  • Fortifying Your Financial Future
    Join Justin Dams, with Veridian Investment Services, as we discuss: strategies for building a retirement savings, balancing different financial goals, and preparing your estate plan.

To sign up for these sessions, and other great informational opportunities, visit Benefits and Well-being Calendar of Events.

TIAA On-going Webinars and Consultations

EAP Resources

Free Financial Consultation

Employees are eligible for one annual financial consultation with a financial advisor to assist with budgeting, credit reports, tax preparation, financial planning, and more.

Free Legal Consultation

Employees are eligible for one annual legal consultation with an attorney to assist with a wide range of legal concerns including bankruptcy, will and estate planning, divorce, child custody, and more.

Activate EAP Services

Additional Resources & Tools

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