Financial Wellness News – 8/22/22

New Semester, New Financial Wellness Resources!

Is your wallet ready for this school year? We want to share some of our favorite resources to help you make this the best money-management year yet!

►Events & Workshops:

The SOM Financial Wellness department is hosting 9 Events this fall! If you attend at least 3 of the events you will be entered for a grand prize drawing in December! Grab our flyer to see which events are included in the prize drawing here: SOM Financial Wellness Events

The fun doesn’t stop with SOM Financial Wellness. The Volker Financial Wellness Center is hosting quite a few in-person and virtual events this fall. Grab their schedule here: Financial Wellness Center Workshop Flyer, F22

You can RSVP for all SOM-sponsored events and Financial Wellness Center events on RooGroups.

►Money Management Tools:

AAMC Financial Wellness: The AAMC has created a robust financial management dashboard specifically designed for medical students. Use this dashboard to:

  • Track Financial Health
  • Budget & Track Spending
  • Create Financial to-do’s
  • Create Financial Goals
  • Organize Student Loans
  • Utilize Resources & Calculators

Create a free account today! Visit the site here and choose UMKC as your school.

WellConnect Financial Literacy: Similar to AAMC Financial Wellness, read up on the latest financial topics, budget, and create financial goals. Plus you can:

  • Assess your risk of ID theft
  • Share accomplishments with friends
  • Determine your financial values.

Create a free account here and use the UMKC School Code: UMKCSOM

►Additional Resources

Budget Worksheet:  You’ve got to start off the year with a plan! Grab our Student Academic Budget worksheet and plan for the entire year in one place. Utilize the worksheet on your own, or schedule a 1:1 budget session with your Financial Wellness Counselor, Kristian at

Resource Center: Our Financial Wellness Resource Center is now open. Check back often for more resources and updates!


Upcoming Events:

30 Ways to Save as a Student – September 1 @ 2 pm. Location: Student Union Room 402. RSVP Now.

Living on a student budget is no joke! In this workshop, we’ll share our tips and tricks for making your dollar stretch at UMKC. We’ll also invite you to share your best tips with fellow students.

Investing in a Digital Age –  September 15th @ 12:30 PM. Location: ZOOM. RSVP Now.

Learn how to make smart investment decisions and protect your money from fraud in this presentation by the U.S. Securities and Exchange Commission. We will discuss the steps you can take to build wealth through investing, what to consider when using investing apps, the risks of digital assets like cryptocurrencies, trading based on social media, the value of long-term investing, and how to protect your money from investment scams.

Bagels & Budgets: September 19th @ 10am Location: Miller Nichols Library  Room 451. RSVP Now.

School of Medicine students are invited to a breakfast Bagels & Budgets social on October 10th @ 10 am. Students will receive a Panera bagel, budgeting tips, a chance to create their own budget, and gain answers to their budgeting questions. This event does count towards FSE Engagement Experience Credit for the First Semester Experience course.

*Must RSVP to ensure enough bagels are ordered.