Financial Wellness Program at Penn Medicine Princeton Health

Staff members across Penn Medicine Princeton Health are invited to in-person sessions of a program designed to give individuals the tools they need to foster financial well-being.

The Financial Education and Wellness Program is facilitated by Pennington, N.J.-based Master Plan Investment Group and organized into three distinct age groups to offer advice to help individuals in each stage of life achieve their goals.

The program covers fundamental financial tools and concepts such as:

  • Budgeting
  • Emergency (rainy day) funds
  • Reducing debt
  • Renting vs. buying a home
  • Improving and managing credit

The financial wellness program is provided by Project Thrive, an initiative launched in 2022 to identify the key social determinants of health that pose a high risk to staff members and then provide the support and resources needed to eliminate these barriers to stability.

The first in-person sessions of the program were held in May. Upcoming sessions include:

Group 1 Group 2 Group 3
Ages 18 to 35
Ages 36 to 50 Ages 51 and older
July 11 – 12 to 1 pm July 12 – 11 am to 12 pm July 12 – 12:30 to 1:30 pm
October 3 – 10 to 11 am October 4 – 10 to 11 am October 4 – 2 to 3 pm

Each session will be held in the Schreyer Education Center at the Princeton Medical Center campus in Plainsboro, N.J. Walk-ins are welcome. No registration required.

Questions? Email ProjectThrive@pennmedicine.upenn.edu.

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