Financial Well-being Resources

Fiscal Fitness - YMCA

Do you have a “contingency notebook”?
How do you create a special needs trust?
Are you having complications with retirement planning?
What is involved in making a will?

All of these topics and more will be covered in our YMCA of Greater Dayton Fiscal Fitness Webinar Series! 


Other Resources:

Provider Financial Site Description
OPERS OPERS Financial Wellness Financial wellness is the knowledge of personal finance which enables healthier 
financial decisions to achieve one's goals, and to enhance the overall quality of life. 
OPERS wants to partner with you throughout your career to help you gain a better 
understanding of your financial wellness so you can build a secure retirement.

Learn about:
Personal Budgeting
Bridging the Gap to Retirement
Health Care: The Hidden Cost in Retirement
Ohio County Employees Retirement Plan (OCERP)

OCERP Financial Wellness Resources

To help you remain financially fit throughout your financial journey, you have access to numerous savings, planning and investing calculators via the Empower Retirement Learning Center.

Access educational materials and interactive tools to help you stay on top of your financial life.
Ohio Deferred Compensation Ohio Deferred Compensation Financial Wellness Program Ohio DC’s mission is to help guide you along the path to retirement income security, so we have made effectively managing your finances fun and easy.

This is a one-stop destination for all personal finance questions from budgeting, banking, and insurance, to investing, debt management, and more! When it comes to money, everyone has different strengths, weaknesses, and goals. Ohio DC’s partnership with Enrich can help you build a personalized plan, with recommendations for tools, videos, and mini-courses most relevant to you.
Life Services Toolkit ( Life Services Toolkit Login | The Standard Estate Planning Assistance – Online tools to help prepare a will and other documents
Financial Planning – Online services to help manage debt, calculate mortgage, loan payments, etc.
Identity Theft Prevention – Ways to thwart identity thieves and resolve issues if identity theft occurs