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Financial Wellness Workshops

Participate in a one-on-one consultation with a licensed Fidelity Investments or TIAA representative and earn one WellU participation credit. Your instructor or financial advisor will need to email your name and uNID to WellU@utah.edu, saying that you participated, so that your participation can be recorded.

  • To schedule a meeting with a Fidelity representative go to Fidelity’s site and click on the “Meet with Us” tile or call (800) 343-0860.
  • To schedule a meeting with a TIAA representative go to TIAA’s site and click on “Schedule now” in the Professional Advice tile or call (800) 842-2252.

Tracking Your Completion:
Activity completions are reported directly to the WellU Team on a monthly basis. The WellU Team does not have the ability to manually update WellU participation records.

If Your Completion Is Missing:

If your completion is not reflected on your WellU Participation Tracker after 90 days, please contact WellU@utah.edu for assistance.