Upcoming Financial Wellness Education Series
Open to all COH Employees
HPD – North Station – Training Rooms 1 &2
(September 2025 – December 2025)

The next installment (repeat) of the Financial Wellness Education Seminar Series is being held at the HPD North Station, located at 225 East Sunset Road, in Training Rooms 1&2.  The seminars are approximately 75 to 90 minutes long including time for Q&A.  You can register in the Sign-Up Genius Portal for Benefits events.   

One of the biggest longer-term problems we as humans face today relative to money is not a lack of money, but rather the lack of important discussion and education around money.  With this in mind, we are pleased to offer a recurring four (4) part financial wellness education series.  COH has partnered with Devan Wyson of the financial counseling firm Forthright Partners™ to offer this series and bring financial insights and education to all employees, no matter what stage of their career or life they may be at.  The series is open to all COH employees.  Please RSVP and plan to join us for as many of the different seminars as you are able to attend.  Seminars were scheduled at a variety of dates and times in an attempt to give as many staff as possible an opportunity to attend one or more seminars in person.

All Seminars are being held at:  HPD North Station, located at 225 East Sunset Road, in Training Rooms 1 & 2

• Monday, September 22, 2025:  10:00 a.m. to 11:30 a.m. - I Wish I Met You 25 Years Ago
• Thursday, October 30, 2025:  10:00 a.m. to 11:30 a.m. - Base Hit
• Tuesday, November 18, 2025:  4:00 p.m. to 5:30 p.m. - Rounding Second
• Tuesday, December 2, 2025:  4:00 p.m. to 5:30 p.m. - The Home Stretch

I Wish I Met You 25 Years Ago

• The Problem of Financial Wellness in America
• The Utility of Money
• Building Your Savings While Controlling Your Expenses
• Self-Embezzlement (Hiding Money from Yourself)
• Investments

Base Hit

• Budgeting
• The Stock Market
• The Time Value of Money
• Employer Retirement Plans - 457(b), 401(k), and 403(b)
• Life Insurance
• Behavioral Finance

Rounding Second

• The Important Pieces of Your Financial Game Plan
• Opportunity Cost
• The Role of the Stock Market in Your Financial Plan
• Protecting Your Plan

The Home Stretch

• The Chronology of Retirement
• Understanding Social Security and Windfall Elimination
• What Role Do My Investments Play in Retirement?
• Financial Advisors