• 2024 Fall Investment Panel | Moderated by Raj Sharma

    Online

    Inflation in the US is fast receding to the Federal Reserve 2% target, the Federal Reserve has responded by cutting the Fed funds rate by a whopping 50 basis points, […]

  • Decumulation: The Overlooked Art of Strategic Retirement Spending

    Online

    Decumulation — spending down assets efficiently and purposefully — is just as important as accumulation but often overlooked. This session will introduce the essential principles behind retirement income planning, including […]

  • Planning for Life’s Transitions

    Online

    Major life events—marriage, divorce, the birth of a child, or death—can deeply impact your financial well-being or that of your family members. In this webinar, two attorneys, Theresa B. Ramos […]

  • Why Personal Finance Is Broken — and How We Can Fix It

    Harvard Club of Boston 374 Commonwealth Ave., Boston, MA

    Why do so many of us feel like the financial system is rigged? Because, as Harvard economics professor John Y. Campbell argues, it is — and it’s time to fix it. Join the HBS Association of Boston and the Harvard Club of Boston as they host a fascinating evening of insight and conversation with Professor Campbell, one of the world’s most influential […]

  • 2026 Spring Fall Investment Panel | The Big Rotation

    Online

    Join us for an exciting panel that will focus on the “big rotation” under way in financial markets. Since the second half of last year, we have seen a broadening of the bull market to encompass laggard asset classes such as developed international, emerging markets, small/mid cap and dividend strategies. So far in 2026, these […]