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Discover the power of financial wellbeing (The Power of Savings), August 17

July 15, 2022

Whether you’re the kind of person that lives and spends in the now or plans for what’s ahead, there are always ways to save smarter. In this webinar you’ll learn a number of strategies for better managing your money so you have the knowledge and confidence to pay your bills, save for a rainy day and achieve any larger financial goals you’ve set for yourself.  Register here.

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2022 Aug 19

Retirewise Workshop

9:30am to 1:00pm

Location: 

Online

Retirewise Series for Harvard University 

Two-day workshop, Friday August 19 and 26, 9:30am-1pm in four parts:

Building the foundation

  • Explore your personal financial goals
  • Understand the impact of compounding and inflation
  • Learn about tax diversification and why it is so important

Creating and managing wealth

  • See why asset allocation and portfolio diversification are essential
  • Understand how to control inflation, interest rate and volatility...
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