Oct
23
Fidelity One-on-One Consultations
Wednesday, October 23, 20249:00 a.m. to 5:00 p.m. Pacific time - Pleasanton
Upcoming Events
Nov
21
RethinkCare – How to Navigate Holiday Stress
Thursday, November 21, 20249:00 a.m. Pacific time - Virtual
For a variety of reasons, it can be challenging to balance work, health, relationships, and family during the holidays. We will share strategies rooted in Acceptance and Commitment Therapy, an approach that emphasizes finding ways to put values at the center of decisions and actions. Amid what can feel like holiday chaos, having a clear sense of what is important and ways to connect with it can help us be more flexible and resilient to stress.
Can’t make it? Don’t worry; we’re recording!
Dec
19
RethinkCare – Screen Time for Kids
Thursday, December 19, 20249:00 a.m. Pacific time - Virtual
In today’s fast-paced world, screens have seamlessly integrated into various facets of our lives, spanning work, education, leisure, and social interactions. However, many children lack the necessary self-management skills to regulate their screen usage effectively, manifesting in various problematic patterns, ranging from off-task behavior and avoidance of social interactions to extreme emotional responses. We aim to provide parents with a roadmap for cultivating effective screen management plans tailored to the individual needs of their children. Join us as we delve into practical strategies for fostering a healthy relationship between children and screens in today’s digital age.
Can’t make it? Don’t worry; we’re recording!
Recorded Events
Aug
21
Benefits University: Saving and Paying for College
Wednesday, August 21, 2024Learn all about saving and paying for college! We'll cover everything from 529 plans, scholarships and grants, to loans, so that you and your student feel informed and financially empowered as you take on this exciting chapter.
Jun
13
LGBTQ+ Paths to Parenthood: Using Workday Benefits
Thursday, June 13, 2024Join the Pride EBC, the Workday Benefits team, and our vendors to discuss the different ways our benefits can support members of the LGBTQ+ community on their path to parenthood.
Apr
16
Fireside Chat: Caregiving & Family Finances
Tuesday, April 16, 2024Join Workday's Ben Carter, Greenlight, Northstar and Wellthy for a fireside chat about caregiving responsibilities and the impact on your family financials.
Apr
02
Fireside Chat: Long Term Care and Financial Literacy
Tuesday, April 02, 2024Join AGIS, Northstar, and Wellthy for a fireside chat on all things long-term care.
Mar
25
AGIS - LTC Presentation
Monday, March 25, 2024Walk you through your Long-Term Care (LTC) benefit options with the AGIS team! Learn why you may want to consider enrolling during the LTC Special Enrollment period, and how their team can help you enroll.
Feb
06
Benefits Inclusive of You
Tuesday, February 06, 2024Explore every benefit at your disposal, including Inclusive Health. Inclusive Health has developed a bite-sized curriculum from clinicians in your community to kick-start your wellness journey. We provide you with resources that can save you time and money, so you can get the most out of the health care available to you. Whether you’re trying to crush it at work, manage a chronic condition, or learn how to better care for your family, we make it easy to invest in you.
Review the Black @ Workday benefits matrix for an overview of the benefits available to you.
To view the recording you MUST be logged into Zoom. Click the Zoom Okta tile, then click the link and enter the password.
Jan
18
Jan
18
SimplePay - Get to Know Your Medical Plan
Thursday, January 18, 2024Jan
17
The Mothership of Women's Benefits at Workday
Wednesday, January 17, 2024Join the Women's EBC and Workday Benefits for a webinar all about benefits that support women. In this orientation, we'll go over many benefits, including medical options, child care, and more.
Oct
04
The Mothership of Family Benefits
Wednesday, October 04, 2023Join the Families EBC and Workday Benefits for a webinar all about benefits that support families. In this orientation, we'll go over many options of special interest to Workmates with families, including setting up a living trust for your kids, medical options, and more.
Aug
30
Northstar – Tackling Student Debt
Wednesday, August 30, 2023In this session we’re talking about student debt, and how you can take control of your financial future. Learn practical strategies to manage student loans, build a budget, and explore loan payoff options. Understand if loan forgiveness might be an option for you.
Aug
28
Fidelity – Prepare for the Reality of Health Care in Retirement
Monday, August 28, 2023Financial wellness means something different to all of us. If you’re focused on saving for retirement, then this one’s for you. Learn more about:
- Retirement health care costs
- Options available before and after age 65
- Planning for retirement health care costs
- Roth contributions
You’ll need to log in through Fidelity NetBenefits.
Aug
25
Fidelity – Fundamentals of Retirement Income Planning
Friday, August 25, 2023Financial wellness means something different to all of us. If you’re focused on saving for retirement, then this one’s for you. Learn about key considerations for building an income plan in retirement.
You’ll need to log in through Fidelity NetBenefits.
Aug
21
Northstar – Understanding Equity
Monday, August 21, 2023Northstar is here to help demystify your Workday equity! In this session we’ll discuss the ins and outs of stock options/RSUs, ISOs, and NSOs, tax treatment, exercise strategies, and more. The session will be hosted by two Northstar CFPs and there will be time for Q&A at the end.
Aug
18
Fidelity – Learn the Basics of When and How to Claim Social Security
Friday, August 18, 2023Financial wellness means something different to all of us. If you’re approaching retirement age, then this one’s for you. Join to learn more about:
- Social Security
- Considerations for claiming Social Security benefits
- When to take Social Security benefits
You’ll need to log in through Fidelity NetBenefits.
Aug
17
RethinkCare – Neurodiversity Explained
Thursday, August 17, 2023Take the first step toward neuro-inclusion, and learn about neurodiverse needs and the support tools available to you. Explore what neurodiversity is, and discover practical strategies to create a culture of inclusivity and a nurturing home environment for children with support needs.
Aug
15
Northstar – After-Tax
Tuesday, August 15, 2023Learn about Workday’s After-Tax 401(k) and unlock the secrets of maximizing your retirement savings and supporting your financial freedom. Learn how to optimize your retirement strategy, diversify taxes, and support your financial future.
Aug
14
Fidelity – Managing my money: Budget, emergency savings, and debt basics
Monday, August 14, 2023Financial wellness means something different to all of us. If you need help with the basics and are looking to increase savings and control debt, then this one’s for you. Join to learn more about:
- The three core components of a sound budget
- Building your emergency savings fund
- Getting control over prioritizing your debt
You’ll need to log in through Fidelity NetBenefits.
Aug
11
Northstar – Home Buying
Friday, August 11, 2023Buying a home is an exciting undertaking that can come with many unexpected questions and unknown terminologies. In this session, we’ll cover all of the steps in the process, from getting your finances in order to qualifying for a mortgage. We’ll also tackle some of the myths and misconceptions that come up along the way and the steps to take so you’re ready to make an offer.
Aug
07
Northstar – Intro to Northstar
Monday, August 07, 2023Meet Northstar, Workday's financial wellbeing partner. With Northstar, you get support from a dedicated advisor who will work with you one-on-one to guide you through key financial and life decisions, and help you make the most of your compensation, equity, and benefits. During this webinar you’ll meet Northstar CFPs, learn more about the program, and get your questions answered.
Aug
04
Fidelity – Preserving Your Savings for Future Generations
Friday, August 04, 2023Financial wellness means something different to all of us. If you’re focused on retirement planning, then this one’s for you. Join to learn more about:
- What assets are potentially taxable and how they might be distributed
- The importance of a living will and health care proxy
- The basics of trusts, gifting, and possible insurance replacement strategies
You’ll need to log in through Fidelity NetBenefits.
Jul
20
RethinkCare – Transition Back to School With Ease
Thursday, July 20, 2023Is back to school sneaking up on you? Learn helpful tips to make the transition back to school as easy as possible. From creating an effective routine to supporting your child’s social concern, we’ve got you covered.