Retirewise - Pre-retirement Planning

From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn. Each Retirewise session has different topics that build on each other.

  • Building the Foundation (Friday, December 3, 2021, 9:30am to 11:00am)
  • Creating & Managing Wealth (Friday, December 3, 2021, 11:30am to 1:00pm
  • Establishing Your Retirement Income Stream (Friday, December 10, 2021, 9:30am to 11:00am)
  • Making the Most of What You Have (Friday, December 10, 2021, 11:30am to 1:00pm)

With Retirewise, you’ll be on your way to making smarter financial decisions and creating an action plan that works for you. Join your colleagues for the complimentary Retirewise workshop series. Spouses and partners are welcome!

Click here to learn more and register. If asked for company name, enter Harvard

Can't attend but still need help with financial questions? You can still sign up for a free, no pressure, no obligation personal consultation. Click here.