Date:
Friday, August 19, 2022, 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 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