Financial Well-Being

This year Financial Well-Being continues to be one of our three core dimensions of health and well-being with on-demand webinars and one-on-one consultations.

Why does a focus on financial well-being matter?

Financial Health impacts all areas of your health – including your physical and personal health. All teammates are encouraged to participate in a webinar, class or one-on-one consultation.

Planning your retirement is an important part of your financial well-being. Become familiar with your career stage and Atrium Health’s retirement savings plans. Access the Atrium Health Teammate Retirement website for a retirement plans tutorial, guidelines to save based on your career stage, FAQs and more.

Making small changes to your day can add to your savings. Practice financial well-being with small daily changes using the LiveWELL Money Wise Challenge.

Achieve Your Financial Well-Being Incentive

For Greater Charlotte Teammates

Complete at least one of the following to earn $225 for Teammate-only coverage and $450 for Family coverage:

Financial Education Opportunities

Live Sessions – Financial Well-Being Webinars

Greater Charlotte Region Teammates

Register for an upcoming live financial well-being webinar session.

  • Financial Fundamentals Webinar with Bank of America | July 22, Noon - 1 p.m.
    • Learn the key financial habits that can help you stay on track with your life priorities and get you closer to your goals. This session focuses on:
      • budgeting
      • debt management
      • setting up an emergency fund
      • saving for specified goals
    • Register Here. Once registered, you will receive additional vendor registration and webinar details via email. Please ensure your email address is accurate when registering.
Your Financial Health Matters

A CarolinaCare One-on-One Rx pharmacist helped Laura save thousands of dollars on her daughter’s costly maintenance medications, lifting the financial burden on her family.

Laura Linder, RN, PCCN
Atrium Health Cleveland



For help with Your Total Health Portal, call the AHA at 855-581-9910.

Join a Yammer Conversation

Your Retirement
Find information on saving and your Atrium Health Retirement Plans.

Resources that support your physical, financial and personal health?


Financial Well-Being On-Demand Webinars

On-Demand Webinars are available at your convenience, any time, from any device.

  The Building a Better Budget Webinar will help you learn about all the benefits of taking charge of your money with a budget

This Bank of America Market Volatility webinar will help you stay focused on your financial goals and strategy and help you keep a long-term perspective while coping with a turbulent market.

The Live Like You Planned It retirement webinar will help you become familiar with some aspects of the retirement planning process.

The Empower Retirement Target Date Funds webinar will help you become familiar with one of the investment options available in your plan

The Steps to Financial Health webinar reviews the basic steps you can take to prepare for retirement.

The Investing on Your Terms webinar will review how to think about your future, common investing concerns, investing styles and your investment options.


CarolinaCARE One-on-One Rx Medication Management

One-on-One Rx is a service designed to provide free medication reviews for members of a LiveWELL Health Plan. One-on-One Rx is a team of Atrium Health pharmacy professionals who are experts in the LiveWELL Pharmacy Plan and CarolinaCARE Pharmacy. Our pharmacists strive to maintain and enhance therapeutic outcomes while saving our teammates money on their prescriptions.

Services include:

  • Individualized assessment of medication regimens
  • Education and counseling on medications
  • Collaboration with the patient and communication with the provider for recommendations on therapeutic and/or cost-effective alternatives
  • Resource referral to financial assistance for medications, if applicable

How to Schedule Your Appointment

You can schedule your One-on-One Rx appointment online. Appointments are available by phone, Virtual Visit (an online chat using your smartphone, tablet, or computer) or in person at the Airport Center, Monday – Friday 9:30 a.m. to 3:30 p.m., with select evening and weekend availability. Schedule an Appointment.


Financial Advisor

For teammates who have a personal financial advisor/banker and have met with them in 2021 (either in-person or virtually), go to your LiveWELL Total Health Portal and answer a few questions to receive Financial Well-Being incentive credit.


Advance Directives

To receive incentive credit for one of these webinars, log in to the Total Health Portal to view the webinar. For incentive completion, the webinars feature a quiz that can only be completed in the Total Health Portal.

Advance Directives tell your doctors and your loved ones what you want them to do if something happens to you and you are unable to speak for yourself. The goal of this webinar is to help you understand the importance of Advance Directives (a legal form, which can include a healthcare power of attorney and living will), to find resources needed and identify next steps to establishing your own Advance Directive.

The available webinars include: 

  • Advance Directives 101 
  • Advance Directives Next Steps (North Carolina) 
  • Advance Directives Next Steps (South Carolina)  


Hear from Teammate Nadine Keen, RN

On a Tuesday evening in April 2019, one of Atrium Health’s nurses finished her day at work. She visited the gym and stopped by the mall before heading home. Within two hours of leaving at the end of her day, she underwent emergency brain surgery for a stroke.

“If it could happen to me, it could happen to anyone,” said Nadine Keen, RN. 

As a case management nurse covering the med-surg units at CMC Main, Nadine taught several patients the importance of advance care planning. She had the conversation with her mother, but never considered any paperwork for herself.

She did not have family history of heart disease or strokes. That did not matter. During her last stop at the mall last April, she felt fatigued and weak while trying on clothes. Suddenly she collapsed, losing all movement on her left side. Medics arrived and noticed her slurred speech. They first took her to the nearest emergency department. Assessing her condition, she was then airlifted to CMC Main for immediate neurosurgery on a clot in a cerebral artery.

Fortunately, many factors worked in Nadine’s favor. She spent two weeks in the ICU, one month in rehab, and three months recovering with her mother temporarily helping at home. The time paid off – she participated in a 5K recently and is so grateful for the support and care provided by her teammates.

Although Nadine has more work to do, she shows no sign of a person who suffered a stroke or underwent brain surgery.

By sharing her story, she hopes to inspire and motivate teammates to complete their advance care planning. Speak with your loved ones about their future health plans. Choose a Healthcare Agent and complete your paperwork (for Healthcare Power of Attorney and Living Will). Although the future is uncertain, we can always take steps to be prepared. 

Take matters into your hands now. Visit or email questions to