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Preparing For Retirement

June 5, 2019

This program on July 19 addresses the tangible aspects of retirement planning, including understanding Social Security and Medicare and how these coordinate with Harvard’s post-retirement benefits, income planning, and paying yourself in retirement. Learn more

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Home Buying Seminar

May 29, 2019

Harvard and affiliated hospital faculty, staff, and retirees are invited to attend a free seminar on June 11. Topics include what type of mortgage makes the most sense, Purchase and Sale Agreements, and the process from offer to acceptance to closing. Click here to register.

O&I at Longwood Medical Area

May 21, 2019
O&I partners with a myriad of cultural attractions and businesses to offer special Harvard University ID discounts. O&I provides significant savings on many offerings, access to high-demand events and no hefty transaction fees! Come visit them on June 5 from 11 a.m. to 1:30 p.m. at 190 Longwood Avenue for lots of great deals! Learn more. Read more about O&I at Longwood Medical Area

Home Buying Webinar

May 15, 2019

Harvard faculty, staff, and retirees are invited to attend a free online webinar on May 22 for buying a primary residence. Topics include what type of mortgage makes the most sense, defining a purchase and sale agreement, and how the process from offer to acceptance to closing works. Click here to register.

Vanguard Webinar - Timeline to Retirement

May 1, 2019
The webinar focuses on Social Security and Medicare, as well as major milestones associated with employer-sponsored retirement plans that can help participants avoid significant tax penalties on withdrawals. There will be three webinars on May 15: 2 PM, 5 PM, and 8 PM. Click here to register.
2019 May 15

Vanguard Webinar - Timeline to Retirement

2:00pm to 9:00pm

Location: 

Online

Timeline to retirement - This webinar is intended for participants 3 to 10 years from retirement and will review the key benefits and decision points from ages 62 to 70. The webinar focuses on two federal entitlement programs, Social Security and Medicare, as well as major milestones associated with employer-sponsored retirement plans that can help participants avoid significant tax penalties on withdrawals. 

Sponsored by Vanguard, one of Harvard's retirement plan companies, and open to all Harvard faculty and staff.

There will be...

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2019 May 14

Vanguard Webinar - Timeline to Retirement

9:00am to 4:00pm

Location: 

Online

Timeline to retirement - This webinar is intended for participants 3 to 10 years from retirement and will review the key benefits and decision points from ages 62 to 70. The webinar focuses on two federal entitlement programs, Social Security and Medicare, as well as major milestones associated with employer-sponsored retirement plans that can help participants avoid significant tax penalties on withdrawals. 

Sponsored by Vanguard, one of Harvard's retirement plan companies, and open to all Harvard faculty and staff.

There will be...

Read more about Vanguard Webinar - Timeline to Retirement
2019 Jul 19

Preparing For Retirement

9:30am to 12:00pm

Location: 

Hawes Hall Room 202, Allston MA

This program addresses the tangible aspects of retirement planning:

  • Understanding Social Security and Medicare and how these coordinate with Harvard’s post-retirement benefits
  • Income planning and paying yourself in retirement  

Audience: Benefits eligible employees 

Pre-Requisites: None 

Cost: None 

Late Drop/No Show Fee: None 

Please contact deborah_hawkes@harvard.edu with any questions and trainingportalhelp@harvard.edu with any technical issues.

...

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HUCTW Financial Wellness Workshop Series: Preparing to Retire

April 10, 2019

In partnership with HUCTW, HUECU will host a series of Financial Wellness classes for HUCTW members on a variety of financial topics. On April 25, join Preparing to Retire, which will discuss what happens when you retire as well as projecting/saving for expenses. Click here to learn more and register. 

Home Buying Workshop

April 3, 2019
Throughout the year, HUECU offers free in-person workshops and virtual webinars on a variety of financial topics. During this seminar on April 10, you'll learn about the pros and cons of homeownership, about preparing your finances, and about determining what type of home is right for you. Learn more. Read more about Home Buying Workshop

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