Two men standing in the doors of the Sanford Center
The Sanford Center for Financial Planning and Wellness offers free resources for students. From workshops to seminars to one-on-one consultations, we can help you learn how to be secure in your financial future.

Sanford Center for Financial Planning and Wellness

At WMU, we are preparing you to take the next step in your career. And that preparation doesn't end in the classroom. At the Haworth College of Business, the Sanford Center for Financial Planning and Wellness is here to help you navigate your financesmaking sure you have the tools needed to succeed in life. 

Our financial advisors and peer counselors can help you with all your financial needs, whether that's planning a budget, figuring out school loans or planning ahead for a large purchase. We also host speaker events throughout the year on a wide variety of topics.

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Learn it. Live it.

Mo is outgoing—a people person. His interest in wealth management and talent for building relationships landed him an internship in personal financial planning. Mo's mission is to build wealth and community at the same time.

Todd Mora quote

It is so important for our students to learn about finances while they're at WMU. Of course we want to prepare them to be successful in their chosen career, but we also want to make sure they are ready to handle their finances responsibly.
—Todd Mora, director, Sanford Center for Financial Planning and Wellness

Events

Sanford Center Workshop: Budgeting for Real Life

Wednesday, Sep. 9 — 3:30 to 4:30 p.m.
Thursday, Sep. 10 — 12:30 to 1:30 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Learn how to build a realistic spending plan that works with the unpredictability of college life. This workshop covers budgeting methods, tracking expenses, managing irregular income, handling…

Sanford Center Workshop: Credit Scores, Credit Cards and Debt Management

Wednesday, Sep. 23 — 3:30 to 4:30 p.m.
Thursday, Sep. 24 — 12:30 to 1:30 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Understanding credit is essential for future financial success. This workshop explains how credit scores are calculated, how credit reports impact major financial decisions and how to use credit…

Sanford Center Workshop: Roommates and Money—Managing Shared Expenses Without the Drama

Wednesday, Oct. 7 — 3:30 to 4:30 p.m.
Thursday, Oct. 8 — 12:30 to 1:30 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Living with roommates can reduce costs and build community, but it can also create financial stress when expectations and responsibilities are unclear. This workshop helps students develop practical…

Financial Planning Speaker Series: Gasaway Investment Advisors, Inc.

Oct. 15
3:30 to 5 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Chase Imberger is a financial advisor, assisting with financial planning, investing and taking care of client needs. Imberger will share his experiences and expertise in the financial planning…

Sanford Center Workshop: Why Smart People Make Bad Money Decisions

Wednesday, Oct. 28 — 3:30 to 4:30 p.m.
Thursday, Oct. 29 — 12:30 to 1:30 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Participants will apply behavioral finance principles to real-world consumer situations, identify their own financial decision-making tendencies and develop practical strategies to make more…

Sanford Center Workshop: Investing Basics for Beginners

Wednesday, Nov. 4 — 3:30 to 4:30 p.m.
Thursday, Nov. 5 — 12:30 to 1:30 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Investing does not require wealth or advanced financial knowledge to get started. This beginner-friendly workshop introduces students to the fundamentals of investing, including stocks, bonds, ETFs,…

Financial Planning Speaker Series: LVM Capital

Nov. 12
3:30 to 5 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Charles Prudhomme is a financial advisor and compliance officer for LVM Capital. He is also in charge of their internship program. Prudhomme will share his expertise in the area of regulatory…

Sanford Center Workshop: Paychecks, Taxes and Benefits 101

Wednesday, Nov. 18 — 3:30 to 4:30 p.m.
Thursday, Nov. 19 — 12:30 to 1:30 p.m.
3455 Schneider Hall (Sanford Center for Financial Planning and Wellness)
Many students enter the workforce without understanding how to read a paycheck or evaluate employee benefits. This workshop explains payroll deductions, taxes, W-4 forms, common tax documents and the…

Check back soon to view more events once they are added to the website. You can see everything happening at Haworth College of Business by viewing the college calendar.

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