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Home > News & Events > Events Calendar > Financial Literacy Session: Investment Products
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emailWednesday, January 23, 2013
Financial Literacy Session: Investment Products
Financial Literacy Series (Part II): Investment
Products
Open to HKS Managers, Staff, and their
spouses/significant others
Wednesday, January 23, 2013
12:00 pm – 1:30 pm
Bell Hall, Belfer Building Facilitated by:
Mayflower Advisors,
LLC
This is the second session in a series of Personal Finance
Education seminars designed to help us navigate our personal
finances. In this second seminar learn about common investment
products and obtain answers to these questions:• What are IRAs and how do they work?
• What is the difference between a Roth and a Regular IRA? How
do you determine which one is better for you?
• What are Annuities? What should you watch out for?
• What are 529 plans? How do they work and what are the
associated Estate Planning benefits? 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
Wednesday, January 16th 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 build
on this one and include:
- Building a Portfolio
- Retirement & Estate Planning Basics
- Taxation
- Location:Bell Hall
- Date:Wednesday, January 23, 2013
-
Time:12:00 PM
