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Financial Wellness Program

Financial Wellness Program

Dana Oster – Financial Wellness Coordinator

Student Financial Services is offering a Financial Wellness Program to students and staff. Designed to help individuals acquire the skills needed to manage finances effectively, minimize debt, alleviate stress and foster a healthy relationship with money, this program also supports our degree completion rates.

The program includes:

  • Monthly Lunch & Learns
  • Classroom Presentations (Faculty request)
  • Peer Educator Training
  • One on One Support Guidance

Monthly Lunch & Learns for students and staff – Food provided!

Time: 12:00 noon to 1:00 pm
Location: University Suites Community Center December 5, Kaiser Hall Rm. 215 January – May

Lunch & Learn Schedule and Topics:

December 5, 2018 Scholarships and Financial Aid
January 16, 2019 Taxes and Financial Responsibility
February. 20, 2019 Income Planning and Risk Management
March 6, 2019 Money Flow and Asset Creation
April 10, 2019 Income Negotiation and Resume
May 1, 2019 Financial Wellness Review
Attend five or more sessions and earn a Certificate of Completion and $50, a $50 CapEd Credit Union matching fund with a MESA education saving account opportunity.

Classroom Presentation (extra credit opportunity)

Faculty can request an expert to deliver structured presentations for an allotted time (10 to 60 minutes) on preferred topics such as budgeting, scholarships and financial aid, income planning, risk management and others. Financial Wellness Presentation Request Form

One-on-One Guidance and Support

Self referrals and all departments are welcome to refer students for one-on-one, confidential guidance and support related to personal finance matters. Financial Wellness One-on-One Referral Form