Benefits Open Enrollment for 2022 is coming: October 26-November 4, 2021. This is your annual opportunity to review your benefit options and choose the ones that best meet your needs.

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It’s a common misconception that estate planning is only for the wealthy. Find out why everyone needs some type of estate plan from determining who will take care of your children and make medical decisions on your behalf to keeping track of digital assets and avoiding probate.

Many believe that estate planning is only for the wealthy, but that’s a common misconception. Everybody needs estate planning.

In this workshop find out why and learn about:

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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 four 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...

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 three 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...

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...

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 one 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...

Planning for retirement goes beyond just thinking about money.   A full-picture plan starts with considering the many non-financial aspects of retirement, too. This workshop provides a high-level view of the model for a well-rounded retirement. Several “big ideas” about retirement health are explored, and participants in the live session complete a self-inventory related to the model. Additional resources available after the overview session will provide a closer examination of meaningful purpose, wellness and lifestyle, emotional strength, mental acuity, and nurturing...

PLEASE NOTE: In keeping with Harvard’s Coronavirus Guidelines, the University’s New Employee Welcome and Orientation program has changed from being an in-person session to a virtual online session. Please use the links on the right to sign up for an upcoming Orientation session.  A few days before your scheduled session, you will be sent instructions for accessing the online Orientation. If you have already signed up for an upcoming session, no extra steps are required.

Introduction to the structure...

This webinar will review basic strategies for giving to individuals and charities during your lifetime, as well as legacy planning.

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Am I ready to retire? How do I know if I have enough? How do I plan my income? What should I look out for as I plan and even after I am retired? Financial success can often complicate your life and we are going to try to help you answer those questions and more.

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Whether you’re the kind of person that lives and spends in the now or plans for what’s ahead, there are always ways to save smarter. In this seminar, you’ll learn a number of strategies for better managing your money, so you have the knowledge and confidence to pay your bills, save for a rainy day, and achieve any larger financial goals you’ve set for yourself.

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Take a closer look at our views on the financial markets, including key market drivers, U.S. economy, policy and politics, and investing in public markets.

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Save time, manage your money, and feel empowered by learning and using the latest digital enhancements.

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You can learn the rules that govern retirement assets and find out when to consider using different income sources.

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PLEASE NOTE: In keeping with Harvard’s Coronavirus Guidelines, the University’s New Employee Welcome and Orientation program has changed from being an in-person session to a virtual online session. Please use the links on the right to sign up for an upcoming Orientation session.  A few days before your scheduled session, you will be sent instructions for accessing the online Orientation. If you have already signed up for an upcoming session, no extra steps are required.

Introduction to the structure...