Take Charge of Your Finances

Online Financial Health Series

Worrying about money can affect your mental health and physical well-being, but your Benefit Fund’s free and convenient video series, “Take Charge of Your Finances,” can help you take control of your finances. Designed for 1199SEIU members, this program offers concrete information and strategies, with access to supplemental materials, presentations and worksheets. Access the full curriculum below and start getting a handle on your finances.

Take Charge of Your Finances

It’s All In Your Mind

This video teaches basic financial literacy. You’ll learn common financial terms and the purpose of money. This session explores how having a healthy mindset surrounding money can help improve your financial standing.

Saving Strategies Part One

In this video, you’ll learn about budgeting, interest, saving and avoiding financial pitfalls. It also provides an overview of the uses of money and the dangers of excessive spending.

Next Live Video:
Wednesday, March 1, 2023 at 6:00 pm

Saving Strategies Part Two

Discover real-world strategies you can use to protect your financial health and emotional well-being.

Next Live Video:
Wednesday, March 15, 2023 at 6:00 pm

Give Me Some Credit

This video builds on the themes in the previous sessions to help you understand credit, learn how credit scores are calculated and find out how you can obtain a copy of your credit report. This class also examines the advantages and disadvantages of credit.

Next Live Video:
Wednesday, March 29, 2023 at 6:00 pm

Recovering from Financial Hardship: It’s Not Over!

New! Many people experience financial hardships – you are not alone. With this video, you will learn how to recover from financial setbacks, negotiate with creditors, understand short-term loans and more.

Next Live Video:
Wednesday, April 12, 2023 at 6:00 pm

Working Toward Retirement, Part One

Covering money management and long-term goals, this video will help you determine how much income you will need in retirement, and how to calculate your pension and Social Security benefits.

Next Live Video:
Wednesday, April 26, 2023 at 6:00 pm

Working Toward Retirement, Part Two

This class teaches long-term goals, investments and financial terminology. This video will help you determine how much money you will need once you stop working and the best time to start collecting benefits.

Next Live Video:
Wednesday, May 10, 2023 at 6:00 pm

Growing Your Money

Learn how to assess financial risks and understand what you need to know before you start investing. In this video, tips on how to recognize and avoid scams and provides information on some of the best ways to protect your money.

Next Live Video:
Wednesday, May 24, 2023 at 6:00 pm

Testimonials

"My husband and I have been participating in 1199SEIU financial wellness services since 2017. We have eliminated all credit card debt and both of our credit scores are at or above 800. We also have an emergency fund, a 3-month reserves fund, and educational and vacation funds in addition to our general savings. I highly recommend the TCYF series for anyone looking to improve their finances - attend all and ask questions!"

Annalissa, Licensed Creative Arts Therapist (LCAT), Music Therapist-Board Certified (MT-BC)

“Ryan, I took your advice: I called my credit card company and they lowered my interest rate from 21.99 percent to 16.99 percent. It's a one-year plan, but it's still something to me. Thank you for continuing to help people like me.”

Amelie, HHA

Disclaimer:

1. The entities identified in this presentation and the links (or website URLs) to third-party financial resources are provided as a convenience and for informational purposes only. 1199SEIU Benefit & Pension Funds neither endorses nor approves any of the products, services or opinions of the entities or individuals associated with these links or identified in this presentation. 1199SEIU Benefit & Pension Funds bear no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.

2. While your 1199SEIU Benefit and Pension Fund provides you with tools to aid you in making important decisions, The Funds do not provide tax, legal, investment or financial advice. As part of completing the Take Charge of Your Finances Financial Wellness series, you have the added benefit of meeting with Financial Consultant, Ryan C. Mack. This session is for informational purposes only. This benefit is being provided to you to empower you to make your own financial decisions. Mr. Mack is a financial consultant only and is not authorized to recommend specific financial products or services. Financial, investment and other decisions based on this session, including any related videos and curriculum, are the sole responsibility of the member.

3. While your 1199SEIU Benefit and Pension Fund provides you with tools to aid you in making important decisions, The Funds do not provide tax, legal, investment or financial advice. Take Charge of Your Finances and its related materials are for informational purposes only; decisions based on this information are the sole responsibility of the user.

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