Thrive Together: HUECU’s Personal Finance Wellness Summit

Thrive Together: HUECU’s Personal Finance Wellness Summit will focus on money and mental well-being. Panelists include a money coach, health professional, and financial experts. Open to the Harvard University community, including teaching hospitals. HUECU membership is not required.

Registration

All registrants will be emailed recordings of the presentations after the Personal Finance Summit has concluded.

Schedule

Tuesday, June 14

12:00 p.m. to 1:00 p.m.
Q&A Panel with Money Experts

1:00 p.m. to 2:00 p.m.
Introducing Thrive: Your Financial Education Resources

 

Wednesday, June 15

12:00 p.m. to 1:00 p.m.
Household Finances, Simplified.

1:00 p.m. to 2:00 p.m.
Your Money and Your Mind

The 2022 Personal Finance Summit is presented by Thrive! Thrive is HUECU’s personal finance brand, complete with everything you need along your financial journey. From workshops to weekly blogs, get ready to Thrive with HUECU.

Q&A Panel with Money Experts

Our panel of financial professionals will answer your money questions, and provide you with tips to increase your financial confidence.

Introducing Thrive: Your Financial Education Resources

Learn more about HUECU’s financial wellness program, Thrive! This resource is free and available for you and anyone in your household.

Household Finances, Simplified.

GreenPath Financial Wellness will discuss budgeting, and financial behavioral tips to help you improve your household finances.

Your Money and Your Mind

HUECU money experts will partner with a mental health professional to review common financial stressors and provide tips to reduce your money stress.

Meet the Presenters!

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Patrick Donnelly

Patrick is a Senior Wealth Advisor and a Principal of The Colony Group and a Certified Financial Planner™ practitioner with over 15 years of experience in counseling high net worth individuals and families in all areas of wealth management. Patrick and his team deliver a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, philanthropic advice, and advising business owners on exit planning.

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Debjani Ray

With over 20 years of experience in banking, Debjani has been with HUECU for over three years and leads the MGH Branch. She is passionate about her members, and with the help of her team, always strives to provide excellent customer service. She was awarded the professional of the year in 2021 form the CCUA. Debjani is wife to Subrata and mother to Pritha and Sourjya. When she is not at work, she loves to listen to music, cook, spend time with her family and travel.

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Luke Pelger

Luke Pelger is a Partner Experience Manager with GreenPath Financial Wellness. GreenPath is a non-profit organization with the mission to, “Empower people to lead financially healthy lives.”  Since 2006, Luke has educated people on the topics of budgeting, credit reports, and managing debt.

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Lucy Ogbu-Nwobodo

Lucy Ogbu-Nwobodo, MD, MS, MAS, a fourth-year resident in the Massachusetts General Hospital (MGH)/McLean Psychiatry Program is dedicated to improving health care through social justice. She is passionate about diversifying the healthcare workforce, and has created two pipeline programs, one targeted towards increasing STEM exposure in K-14 aged youth, and a pre-health internship program—which have led to the matriculation of over 150 students into medical schools and other graduate healthcare programs.

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