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Financial Literacy Series: Retirement & Estate
Planning Basics
Thursday, March 8, 2012
12:00 pm – 2:00 pm
Malkin Penthouse, Littauer Building This is one of several sessions in a series of Personal
Finance Education seminars designed to help us navigate our
personal finances. In this session, you will learn: • Strategies and helpful tips to maximize and amass your
retirement savings
• Details on the pre-retirement and post-retirement resources
here at Harvard
• The Basics of Retirement and Estate Planning This workshop is open to all HKS Managers and Staff and their
spouses/significant others. If you or your significant other would
like to participate, Please RSVP by Monday, March 5th to Heidi
Millar at Heidi_Millar@Harvard.edu *Please feel free to bring your lunch. Light refreshments will
be served. Over the next 18 months future financial seminars will
include:- Building a Portfolio
- Taxation
- Investment Basics
- Investment Products