Get help with two of life’s biggest financial decisions, learn about budgeting and discover how to manage work and personal schedules at financial workshops offered in September.

From the Emory WorkLife Resource Center:

• "Estate Planning Essentials I: Wills, Trusts, & Probate"

Friday, Sept. 17, noon to 1 p.m., Harland Cinema, Dobbs University Center

The course will help participants learn about the necessary steps to set up an estate plan. These include important features of wills; key elements of living, testamentary and special purpose trusts; ways property can be transferred upon death; intestate succession and probate; gifting; trusts; and estate and gift taxes.

The course will clarify the terminology used by the financial planning and legal profession and provide an overview of the U.S. estate planning process.

Register through the WorkLife Resource Center.

• "Buying a Home"

Friday, Sept. 24, noon to 1 p.m., Harland Cinema, Dobbs University Center

From pre-approval to closing, the course covers the process toward home ownership. Topics include preapproval; conventional, FHA and VA loan types; finding a home; responsibility of real estate agents; getting under contract; and understanding the cycle of contract to closing.

Register through the WorkLife Resource Center.

These workshops kick off a series of courses on finances being offered by the WorkLife Resource Center, according to Aaronnette Jackson, human resources associate.  

"'Finance Matters' is a new financial education program developed for the faculty and staff of Emory. Classes and resources are available on a wide range of financial topics," Jackson says.

From the Center for Women:

 • "Women & Work-Life: Re-Evaluating the How, Where, Why, and When We Do Things"

Wednesday, Sept. 15, noon to 1 p.m., Dobbs University Center, Room 355

Audrey Adelson of the WorkLife Resource Center discusses work-life challenges and their impact; resources; and tips for managing personal and work lives.

• "Financial Health 101: Finding Balance in Your Budget"

Thursday, Sept. 30, noon to 1 p.m., Grady Memorial Hospital, Emory Faculty Office Building, Room 101

Financial advisor Linda Kuryloski of Edward Jones provides information on setting up a workable budget, understanding loans, borrowing; and managing credit and debt.

At both of the Center for Women workshops, participants are invited to bring lunch and a friend; snacks will be provided. For more information on the workshops, contact the Center for Women at 404.727.2031.

Quick Links

• Employee Council
• Employee Health
• Faculty Staff Assistance
• Human Resources
• Work-Life Resource Center

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Related Information

• Emoy launches new financial education program (HR News You Can Use, Sept. 13, 2010)