WellCents

By Kimberly Lieb, March 3, 2022

Wellcents

We have partnered with WellCents to provide additional financial wellness education, awareness, and access to financial advisors free of charge for our employees. WellCents is a comprehensive, holistic financial wellness solution designed to help you create confidence in your financial life. Our goal is to help you develop a real-life action plan to move you toward being financially well, and in turn, help you secure a financially sound retirement.

You'll begin with an online Wellness Assessment. This brief survey will ask general questions regarding your financial history to get an estimate of your current overall financial wellness. Once completed, WellCents will analyze your answers, provide you with your Financial Wellness Score and create a customized action plan, for you specifically, keeping in mind your individual needs and goals. Tailored group education workshops will be held to address your specific financial goals. You will also have ongoing access to Financial Advisors who can provide guidance beyond the scope of your employer sponsored retirement plan – our advisors are happy to speak with you about all of your financial needs and goals, you’re even welcome to bring your spouse! These meeting topics may include, but are not limited to: retirement planning, debt reduction, budget planning, asset allocation and investing, life insurance analysis, Social Security and much more! Throughout your assessment month, we will be raffling off a $25 Amazon e-gift card EACH week.

Please visit https://mywellcents.com/ithacacollege to learn more about WellCents and look for more information coming March 1st!