Personal Finance Summit - Harvard University Employees Credit Union
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Reach Your Money Goals in 2021

The 2021 Personal Finance Summit has concluded. Thank you to all who attended! To view the recorded presentation, click below. Presentation slides are also located under each session, below.

Did you attend a session? Fill out the Personal Finance Summit survey! For more financial education presentations, visit our workshops page!

Simplifying Financial Goals

June 22nd from 5:00 p.m. – 6:00 p.m.

What are the best tips for setting reasonable money goals that will keep you on track? Join our partners at GreenPath Financial Wellness to learn behavioral economics tips to craft financial goals that you will stick to!

Understanding Investing

June 23rd from 1:00p.m. – 2:00 p.m.

What is the difference between mutual funds and index funds? What’s a robo-advisor? Shahar Ziv, HUECU Board Member and Harvard Business School alum, will speak about the foundational concepts of investing.

Student Loan Repayment

June 24th from 5:00 p.m. – 6:00 p.m.

Should you pay more towards student loans or build up an emergency fund? Which payment plan is best? Jake Northrup, Certified Financial Planner, Chartered Financial Analyst, and Certified Student Loan Professional, will help you strategize your student loan repayment plan.

Decoding the Fine Print

June 25th from 1:00 p.m. – 2:00 p.m.

Banking jargon can be mysterious and overwhelming. HUECU’s CFO, Katie Armstrong and Branch Manager, Carline Olivier-Guerrier will help you understand those tricky terms and conditions that come with financial offers and answer your banking questions.

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