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Financial Literacy Series (Part II): Investment
Open to HKS Managers, Staff, and their
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