Financial Wellness Series
Balanced Dukes is proud to partner with Prudential Pathways to offer a series of engaging financial wellness seminars! These easy-to-understand seminars are designed to guide faculty and staff as they manage their financial wellness.
This 3-part series will cover the following important topics:
Seminar 1, Wednesday April 22 | 11:00 a.m. - 12:00 p.m. (virtual)
• Setting your financial goals
• Managing your assets throughrisk management
• Investment principles
Seminar 2, Wednesday April 29 | 11:00 a.m. - 12:00 p.m. (virtual)
• Healthcare planning
• Retirement and asset distribution planning
• Tax strategies
Seminar 3, Wednesday May 6 | 11:00 a.m. - 12:00 p.m. (virtual)
• Estate planning strategies
• How your employee benefits fit into your overall financial wellness
Register now and attend as many sessions as your schedule allows!
Financial Wellness Resources
James Madison University has partnered with Atlantic Union Bank and Banzai to bring you clear, in-depth lessons that help you dive into the financial topics you care most about.
Browse the variety of financial topics to find virtual courses, articles, financial calculators, and more.
Check out Banzai here: https://jmu.banzai.org/wellness
*you do not need to log in unless you would like to keep a log of your sessions
