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Financial Independence: Why Managing Your Finances Matters

What’s your credit score? Should you invest extra money or use it to pay off loans? Will your employer match your 401(K) contribution? Do you need renters insurance?

Learn everything you need to know to make your own financial plan, ace your credit score, leverage your pay to build wealth, boost your retirement savings, manage your investments, and lower your tax bill.

Wintersession 2020 has concluded. Join as at upcoming presentations at www.huecu.org/workshops.

 

WHEN & WHERE

Wednesday, January 22nd
10:00am to 2:00pm
Boylston Hall, 110 Fong Auditorium
Harvard Yard

Thursday,  January 23rd
10:00 am to 2:00 pm
Boylston Hall, 110 Fong Auditorium
Harvard Yard

Lunch provided both days.

SCHEDULE

Wednesday, January 22
10:00am-2:00pm
Investment, Budgeting, and Benefits

  • 10:00am Introductions
  • 10:15am Manage Your Investment Portfolio  Shahar Ziv, Paypal
  • 11:45am Lunch (provided)
  • 12:15pm Benefits: The Other Form of Compensation  Dee Dee Chen, Partners HealthCare
  • 1:15pm Budgeting  Migdalia Gomez, HUECU
  • 1:45pm Wrap Up

Thursday, January 23
10:00am-2:00pm
Insurance, Taxes, Retirement, and Credit

  • 10:00am Introductions
  • 10:15am Insurance and Taxes  Patrick Donnelly, Matt Ilteris, and Ian Cole, Colony Group
  • 11:45am Lunch (provided)
  • 12:15pm Retirement Case Study   Jake Northrup, Experience Your Wealth
  • 1:15pm Making Credit Work for You  Migdalia Gomez, HUECU
  • 1:45pm Wrap Up

MATERIALS

Key Takeaways

Check out the 2020 presentations:
Taxes and Insurance Planning
Finding Your Financial Freedom
Conquer Credit
Retirement & Benefits
Saving for the Future: Retirement & Investing
Maximize Your Money

*These presentations are a general overview of principles you may want to consider. Only you can decide what is best for you. This course is educational in nature and is not intended to be, and should not construed as, tax, legal or investment advice. You should always consult a certified advisor for advice on those topics. The examples used in this presentation are for illustrative purposes only. Distribution of presentations are for attendees only and can not be duplicated or copied without permission.

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