Think Money is confusing? You’re not alone! But mastering the basics now can change your entire financial future. Whether you’re just starting in your career or looking to grow what you’ve already saved, this webinar will break down essential concepts in a no-jargon, real-life way. It’s not about getting rich quick, it’s about getting smart […]
Join us for an in- person Investment Strategy Panel on Thursday, November 13th from 6:00-8:30pm at the campus of Harvard Business School. The markets have made a dramatic recovery since the bear market lows of 2022. The technology sector has continued to power the markets stimulated by massive capital spending in AI infrastructure. We are also in […]
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 insights from the RICP® (Retirement Income Certified Professional) framework. Participants will have the opportunity to take the RISA® (Retirement Income Style Awareness) assessment to better […]
Market ups and downs can challenge even seasoned investors—but with the right framework, volatility becomes an opportunity, not a threat. In this session, HBS alum MaryAnne Gucciardi and Julia Randall […]
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 and Rachel Meagher, and financial planner and HBS alum, MaryAnne Gucciardi, will share strategies to help you navigate transitions with clarity, protect assets, and plan […]
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 […]
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 […]