2018 Apr 10

TIAA-CREF Webinar: Social Security Strategies for Married Couples




Married couples can take advantage of some strategies that may help to increase lifetime Social Security benefits. You can learn the basics about spousal benefits, understand the many variables involved in claiming strategies and how married couples can boost their benefits by coordinating the timing of their claims. 

Click here to register. 

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2018 Apr 06

Planning for Medicare: Countdown to 65

11:00am to 12:30pm


114 Mt. Auburn, 4th floor, Conference Room

This is a comprehensive seminar for those interested in learning more about Medicare whether for themselves, or for family member or friend who is approaching Medicare eligibility. This program will cover the various parts of Medicare benefits and how they interact as well as important enrollment timelines. (This is NOT a Harvard specific program and will not cover Harvard post-retirement health coverage or plans.) 

What will Planning for Medicare – Countdown to 65 cover?

  • Medicare and Medicare Parts A and B
  • Medicare...
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2018 Oct 19

Retirewise - Pre-retirement Planning (2-day seminar)

8:30am to 1:00pm


114 Mt. Auburn St. Conference Room 406, Cambridge, MA

In just a few sessions, you'll have a step-by-step approach to creating a realistic financial and retirement strategy that works for you. You'll also have more confidence knowing that you're better prepared, more informed and ready to take control of your financial life.

It doesn't matter how much or how little financial planning you've done, or if your retirement is years away – you'll find the Retirewise® workshops well worth your time. And there's no prep work required. 

This 2-part complimentary workshop series begins on October...

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