Retirewise Workshop


Friday, August 19, 2022, 9:30am to 1:00pm



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 risk
  • Learn to create a budget that works for you 

Your retirement income stream

  • Shift the focus from accumulation (saving) to distribution (spending)
  • Discover the five-step retirement income planning process
  • Manage your money to help provide income for life

Making the most of what you have

  • Determine how much, if any, life insurance is enough
  • Protect against unexpected expenses
  • Create a will and other estate planning essentials

Friday, August 19, 2022 9:30 am
Friday, August 19, 2022 11:30 am
Friday, August 26, 2022 9:30 am 
Friday, August 26, 2022 11:30 am

Register online for Retirewise.