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Special Hours: On Thursday, June 21st the Harvard Square Branch and Support center will be closing at 5PM for a companywide event.

Get a head start on your financial security with HUECU

Personal Finance Management provides an introduction to essential information and skills for a lifetime of successful money management. The program features a variety of industry experts who will provide students with an understanding of credit cards, credit scores, budgeting, insurance, taxes, and investing. Using case studies and games, students will connect the principles of personal financial management with their own finances and goals.

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Program Agenda

Wednesday, January 17th:

• Lower your tax bill and financial losses
• Get a grip on your credit
• Ace your credit report

Guest Speakers: The Colony Group

Thursday, January 18th:

• Manage your investment portfolio
• Leverage your pay to build wealth
• Boost your retirement savings

Guest Speakers: Matrix Partners and Partners HealthCare

 

Surveys

Please click the links below to take a brief survey about your experience with HUECU’s Wintersession:

Pre-course Survey
Post-course Survey

 

 

Program Materials

Wednesday, January 17th:

• Insurance and Taxes (The Colony Group)
• Budgeting and Credit (HUECU)

Thursday, January 18th:

• Investing  (Jared Sleeper, Matrix Partners)
• Benefits (Dee Dee Chen, Partners HealthCare)

These presentations are a general overview of principles you may want to consider. Only you can decide what is best for you. This course is educational in nature and is not intended to be, and should not construed as, tax, legal or investment advice. You should always consult a certified advisor for advice on those topics. The examples used in this presentation are for illustrative purposes only. Distribution of presentations are for attendees only and can not be duplicated or copied without permission.