Teammates

Atrium Health Financial Wellness Fair

Every day, you commit yourself to caring for the health of our patients and their families — and through that commitment you strengthen the communities we serve. We want you to feel the same pride for your own well-being as you have for the quality care you deliver and the support you provide to others.

Teammates and a guest are invited to attend the Financial Wellness Fair. The Fair will consist of workshops hosted by local and national financial experts on budgeting, saving, paying for college and more! While attending the fair, teammates will have the opportunity to receive their annual flu shot and wellness incentives.

  • When: Saturday, September 28, 2019 | 9:00 a.m. to 2:00 p.m. (lunch from 11:00 to 12:30)
  • Where: Center for Learning and Development (Building K), 5039 Airport Center Pkwy., Charlotte, NC 28208
  • Who: All teammates and family members welcome!

Not sure which classes to take? Use this guide.

Register Now

 

Event Details

Exhibitors

  • College Foundation of NC
  • Teammate Health – Flu Shots
  • LiveWELL – Incentives
  • Empower Retirement
  • ARAG – Legal Insurance
  • Nationwide – Pet Insurance
  • Employee Assistance Program (EAP)
  • Bank of America
  • Fifth Third
  • Benefits Team
  • Senior Health Insurance Information Program (SHIIP)/Medicare
  • Social Security Administration
  • Wells Fargo
  • Your Care - Your Choice: Advanced Medical Directives
  • AARP
  • Charlotte Metro Credit Union

Workshop Schedule

9:00 a.m.

Life is unpredictable and we never know when a sudden illness or accident will strike. Advance Directives tells your doctor and your loved ones what you want them to do if something happens to you and you are unable to speak for yourself. Planning for your future healthcare can help alleviate the uncertainty of what you would want in a situation such as this. Advance care planning is an important part of routine healthcare for all adults, no matter how old you are or what medical conditions you may have. This workshop will help you plan in three steps – Think about it, Talk about it, and Write it down.

One of the decisions you’ll make is how to invest your retirement plan contributions. Sometimes selecting available investments within your retirement plan may feel like an overwhelming task because of the considerations involved. The goal is to help you navigate some of these considerations and help you become a more informed investor and hopefully make this important task feel less overwhelming.

Different repayment options, forgiveness program explanations, how loans go into default & keeping loans in good standing.

An expert on Social Security will answer questions such as:

  • When are you eligible to receive retirement benefits?
  • How does early retirement affect your benefits?
  • Do you qualify for disability, survivors and spouse’s benefits?
  • How do you get the most from your benefit?
  • What is the future of Social Security?
  • When should you file for Medicare?

10:15 a.m.

In this class, you will learn how to create a budgeting process that will work for you and get you on track to meet your own personal financial goals. You will learn how to save—no matter your income level, amount of debt or fear of the process.

All the basic information on credit: what it is, how to get it, and how to build good credit history. You’ll also learn about the significance of a credit score and credit report.

You don't have to be a financial expert to make informed decisions to invest or save for the future. However, you do need basic knowledge of the investing world to help make sure those decisions are informed. So, whether you plan to invest on your own or with the help of a financial specialist this event can give you a basic introduction to the world of investing.

A Medicare Expert will provide you with information to make the best decision for you and your family as you approach Medicare age and assist you in navigating Medicare.

Learn more information about the LiveWELL Health plan with Savings Account (HSA) and LiveWELL Health Plan with Spending Account (FSA) options for 2020 open enrollment.

11:30 p.m.

Understanding your Lifetime Income Score - where your money can come from after you retire.  The Empower Participant Experience provides you with an investment analysis tool that estimates your monthly or yearly income in retirement based on certain key factors that may influence your finances in retirement.

Before starting the home buying process, you need to make sure that owning a home is right for you. Going into the process with your eyes open will help you avoid any uncertainty and will allow you to focus on finding the right home for the right price. This class will provide you with an overview of the home buying process.

This really depends on the grade level of the audience.  We can talk about Admissions and financial aid information or just financial information.  What financial options are available to pay for college.  Which for your groups can include NC’s Forgivable Education Loan for Service program for health care and education programs.  And again, it can be a little different if it is adults trying to go back to school or parents of children trying to get ready for college (which would also include saving for college).

Are you thinking about retiring from Atrium Health? Do you know who to contact, your timeline or what to consider? Join us as we provide an overview of the retirement process. This class will provide you with the tools to ensure a smooth transition as you embark on the next phase of your life.

12:45 p.m.

Empower yourself with financial knowledge and resources to help improve your financial outlook. This seminar will explore 8 financial rules of thumb to financial health to help build your confidence and keep you on track during your journey.

  • Avoid the biggest mistakes of caregiving
  • Explore strategies for coping with changing roles and emotions
  • Understand the importance of self-care
  • Learn about resources that offer support

An expert on Social Security will answer questions such as:

  • When are you eligible to receive retirement benefits?
  • How does early retirement affect your benefits?
  • Do you qualify for disability, survivors and spouse’s benefits?
  • How do you get the most from your benefit?
  • What is the future of Social Security?
  • When should you file for Medicare?

Life moves fast. That’s why it’s important to be ready for tomorrow by learning about your HSA today. The session will explore everything you need to know about managing your account and maximizing the tax advantages. Topics will include triple tax savings, eligibility, contribution limits, investments and more.

Learn more information about the LiveWELL Health plan with Savings Account (HSA) and LiveWELL Health Plan with Spending Account (FSA) options for 2020 open enrollment.

9:00 a.m. to 1:00 p.m.

Meet with a licensed financial representative from Empower to get answers to your retirement questions.

  • Discuss your Lifetime Income Score
  • Review your investment allocations and savings rate
  • Update or establish beneficiaries
  • Review the Empower Retirement website
  • Consolidate previous employer plans

Complete your Advance Medical Directives.