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2016 Sep 27

Fidelity One-on-One Appointments

8:00am to 4:00pm

Location: 

114 Mt. Auburn Street, 4th Floor, Cambridge

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

2016 Sep 01

Fidelity One-on-One Appointments

8:00am to 4:00pm

Location: 

114 Mt. Auburn Street, 4th Floor, Cambridge

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

2016 Aug 25

Vanguard Webinar - Financial Freedom

7:00pm to 8:00pm

Location: 

Online

Covers basic rules of thumb to help you improve your financial live. Designed for anyone who wants to get on track with finances. 

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

2016 Aug 25

Vanguard Webinar - Create Your Plan

3:00pm to 4:00pm

Location: 

Online

Create Your Plan – This webinar is intended to show people that there are two keys to a comfortable retirement: saving enough and investing wisely. The goal is to get participants to increase their contribution rates or check their allocations, and then make changes if necessary.

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

2016 Aug 11

Vanguard One-on-One Appointments

8:00am to 4:00pm

Location: 

Harvard Medical School

You can set up a one-on-one meeting on campus with a representatives from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Vanguard. To schedule an appointment, go to www.meetvanguard.com or call 1-800-662-0106, x14500.

2016 Aug 31

TIAA-CREF One-on-One Appointments

8:00am to 4:00pm

Location: 

Harvard Medical School, TMEC 116

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with TIAA-CREF. To schedule an appointment, go to  https://www.tiaa.org/public/support/contact-us/consultations-seminars.

2016 Aug 26

TIAA-CREF One-on-One Appointments

8:00am to 4:00pm

Location: 

Harvard Medical School, TMEC 116

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with TIAA-CREF. To schedule an appointment, go to  https://www.tiaa.org/public/support/contact-us/consultations-seminars.

2016 Aug 09

TIAA-CREF One-on-One Appointments

8:00am to 4:00pm

Location: 

Harvard Medical School, TMEC 116

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with TIAA-CREF. To schedule an appointment, go to  https://www.tiaa.org/public/support/contact-us/consultations-seminars.

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2016 Aug 04

Fidelity One-on-One Appointments

8:00am to 4:00pm

Location: 

Harvard Medical School, TMEC

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

2016 Aug 09

Fidelity One-on-One Appointments

8:00am to 4:00pm

Location: 

Harvard Business School, Spangler 210

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

2016 Aug 17

Fidelity One-on-One Appointments

8:00am to 4:00pm

Location: 

114 Mt. Auburn Street, 4th Floor, Cambridge

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

2016 Aug 02

Fidelity One-on-One Appointments

8:00am to 4:00pm

Location: 

114 Mt. Auburn Street, 4th Floor, Cambridge

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

2016 Jul 25

The Time is Now – Financial Planning with Vanguard

11:00am to 11:45am

Location: 

Cumnock Hall 101B, 33 Harvard Way, Boston, MA 02163

This workshop is intended to help anyone enrolled in or eligible for the University’s 403b retirement plan who is concerned about saving enough for retirement. The goal of the meeting is to encourage participants to begin saving at the earliest possible time. The workshop is open to all participants and the goal is to: a) Educate junior faculty or staff who may feel that it's okay to postpone saving more because retirement seems far away, b) Encourage investment among employees at all career stages who say they can’t afford to save more, and c) Help experienced staff who may think it's too...

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