Retirewise - Pre-retirement Planning


Friday, August 6, 2021, 11:30am to 1:00pm



From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn.

This is part two of the four-part Retirewise program. Each Retirewise session has different topics that build on each other.

  • Building the Foundation
  • Creating & Managing Wealth
  • Establishing Your Retirement Income Stream
  • Making the Most of What You Have

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.

For more information click here.