Financial Wellness

NC State is dedicated to helping our faculty and staff become and stay financially well. Financial Wellness is one of NC State’s Six Elements of Wellness and is defined as the “awareness of current financial position and budgets and having the resources to meet basic needs by saving and spending wisely”. Our goal is to help educate and empower staff and faculty for financial success by having a variety of available resources.

             

Financial Wellness Workshops | Financial Wellness Resources

2019 Fall Financial Wellness Workshops

The HR-Benefits team offers financial wellness workshops to NC State Staff and Faculty often collaborating with our benefit plan and WolfPerks vendors to bring expert financial resources to campus. Colleges, Divisions, and departments may also work with the Benefits team to schedule Financial Wellness Workshops for their faculty and staff.

Date Topic Location Registration
Friday, November 15 

11:30 a.m – 12:30 p.m.

Create a Budget, Ditch your Debt, and Start Saving for the Future: Recognize the Importance of Managing Debt, Learn Steps for Maintaining financial health, plan for future goals.  Talley Student Union- Room 3222 Register Here
Friday, December 13 

11:30 a.m – 12:30 p.m.

After the Holidays: Managing the Debt: Did you spend more on the holidays than you intended? Did you go into debt, maybe at unfavorable terms? Are you worried about how you will pay these debts off? Would you like to avoid being in the same position next year?  This workshop will help you figure out how to get out of debt quickly and cost-effectively and help you take steps so this does not happen again. TBD Registration Opens November 15, 2019

Upcoming Topics (January-May 2020)

  • February: Ready to Retire
  • March: Money at Work 1: Foundations of Investing
  • April: To your Credit: Credit repair and understanding your credit score
  • April: Financial Considerations for the Sandwich Generation
  • April: College Savings: What you need to know
  • May: Money at Work 2: Sharpening your Investment Skills
  • June: Your Own Home: Prepare your readiness for buying a home

 

Financial Wellness Resources

TIAA Financial Wellness Live Webinars

Keep your financial goals on track with TIAA’s live monthly financial literacy webinars. Register for a webinar or view on-demand webinars at TIAA.org/webinars. These webinars are available to all NC State Staff and Faculty, regardless of your participation in a TIAA administered plan.

 

PNC WorkPlace Banking

PNC, the official bank of NC State University, offers WorkPlace Banking resources to staff and faculty. PNC’s WorkPlace Banking program delivers financial services, exclusive benefits and rewards, and a commitment to fostering financial wellness.

In partnership with NC State, PNC will offer staff and faculty financial literacy and education workshops through its PNC WorkPlace Banking® program. These workshops will be offered throughout NC State’s campuses and will focus on giving staff and faculty the confidence, information, and tools needed to make informed financial decisions that help achieve their goals.

PNC Workshop Information and Interest Survey

On-Campus Certified Financial Planners

Meet with representatives from our retirement plan vendors for financial and retirement-related advice. These certified financial advisers meet with employees at no cost and provide expert advice and resources to NC State Staff and Faculty.

Faculty and Staff Assistance Program (FASAP)

The faculty and staff assistance program (FASAP) provides support and resources for employees’ personal and work-life issues. Speak by phone with Certified Public Accountants and Certified Financial Planners on a wide range of financial related issues including:

  • Getting out of debt
  • Credit card or loan problems
  • Tax questions
  • Estate planning
  • Saving for college

WolfPerks

The Wolfperks program is designed to save NC State University faculty and staff money on products and services locally and nationally. WolfPerks provides employee-only discounts and special purchasing programs ranging from campus dining and Wolfpack Athletics to cellular service and dental care.

State Employees Credit Union  

By being an NC State employee you are eligible to join the State Employees Credit Union. SECU offers members Checking Accounts, Salary Advance Loans, Mortgage Loans, New/Used Vehicle Loans, and Financial Advisory Services.


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