Harvard FCU Hosts 11th Annual Wintersession for Students

11th Annual Wintersession for Students

Harvard FCU hosted its 11th annual Wintersession this January with four sessions for Harvard students, spanning two days. Recordings of all four sessions can be found on Harvard FCU’s YouTube channel.

In the first session, Jake Northrup from Experience Your Wealth and Jane Mepham from Elgon Financial Advisors spoke on saving for retirement. “Both speakers provided clear and concise explanations of retirement saving options that students are likely to encounter as they enter the workforce,” said Tom Montilli, Executive Vice President, Chief Experience Officer (CXO) of Harvard FCU.

The second session was led by Shahar Ziv, Harvard FCU Board Member and Co-Founder of our Personal Finance Wintersession seminar. He led the attendees through the step-by-step process of starting to invest. “Just as he did in previous years, Shahar did a wonderful job responding to students’ needs and presenting investing in a way that students of varying experience can easily digest,” said Montilli.

El segundo día comenzó con Luke Pelger, de GreenPath Financial Wellness, que enseñó a todos a crear y mantener el crédito. Los asistentes compartieron lo útil que les resultó aprender cómo funcionan las puntuaciones de crédito.

La última sesión: La gestión de tu dinero como estudiante, fue dirigida por un panel compuesto por Meadow Hall, Eddie Richardson, Debi Meche y Evelyn Contreras. Este panel abordó los problemas financieros diarios a los que se enfrentan los estudiantes y cómo abordarlos adecuadamente. Cada uno de los panelistas aportó su punto de vista sobre las finanzas y comunicó colectivamente soluciones comprensibles y prácticas para las finanzas de los estudiantes.

Montilli adds, “Harvard FCU is thrilled to have participated in our 11th consecutive Wintersession. Educating students about personal finance is incredibly important, and the Credit Union is committed to supporting these efforts in any way we can.”

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