The New School Financial Wellness Initiative
The New School's Financial Wellness Initiative is an educational program offered by our independent, third-party investment advisory firm, CAPTRUST. This initiative offers a wide curriculum covering a broad range of topics including budgeting, understanding debt, managing costs, caring for aging adults, and many others. For each topic, CAPTRUST presents a customized webinar, newsletter article, and other emailed communications with suggestions for steps you can take to improve your financial wellness and increase your financial planning knowledge.
Financial Planning Webinars & Articles
Below you will find recordings and resources related to recent financial planning resources and webinars provided by our partners at CAPTRUST.
Retirement Savings: Decumulation Phase
- Date: 03/20/2025
- Session video coming soon!
- Read the Article
- View the presentation materials
Retirement Savings: Accumulation Phase
- Date: 02/26/2025
- View the Session
- Read the article
- View the presentation materials
Roth Contributions
- Date: Available on-demand
- View the Session
For more information on Roth Contributions, see After-Tax Roth Plan and Pre-tax vs Post-tax Roth employee retirement contributions
Investing
- Basics of Investing
Date: 11/22/2024
View the Session (Password: Recording2024!) - Investing in Volatile Markets
Date: 12/17/2024
View the Session (Password: Recording2025!)
Managing Student Loan Debt
Date: 03/19/2024
Download the article
Year-End Planning
Date: 12/21/2023
Watch the video
Download the article
Managing Costs
Date: 02/01/2023
Download the article
Budgeting
Date: 10/01/2022
Watch the video
Download the article
Additional CAPTRUST Resources
For more information on the New School Financial Wellness Initiative, please contact the Benefits team at benefitshelp@newschool.edu.