Harvard FCU’s Personal Finance Summit Recap

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With the hardships of the last few years and soaring inflation, many are feeling the pressure of day-to-day life, and one of the biggest stressors is finances. To help combat rising financial stress, Harvard Federal Credit Union (Harvard FCU) hosted its Thrive Personal Finance Summit on June 14-15, focusing on both mental and financial wellbeing. As Harvard FCU’s free financial education program, Thrive offers a wide range of financial wellness resources, including this annual summit. Participants are quoted as saying of the event, “I feel like more of an educated consumer. I will look at my financial plan as it is and be willing to re-assess it, and change it as needed.”

Recordings of all four sessions presented at the Summit are now available on Harvard FCU’s YouTube channel. Day one, session A, was a Q & A Panel with Money Experts, with panelists Patrick Donnelly, Senior Wealth Advisor and a Principal at The Colony Group, and Debjani Ray, Branch Manager at Harvard FCU’s Massachusetts General Hospital Branch (MGH). Session B, Introducing Thrive: Your Financial Education Resources, was hosted by Harvard FCU staff and walked participants through personal finance workshops, blogs, worksheets, online learning portal, and more available to them at harvardfcu.org/thrive.

Durante la sesión A del segundo día, Finanzas del hogar, simplificadas, los participantes recibieron consejos paso a paso sobre cómo administrar las finanzas de su hogar de parte de Luke Pelger, gerente de experiencia de socios de GreenPath Financial Wellness . Un participante de la sesión de Pelger comentó que la presentación ofrecía “sugerencias muy prácticas en una presentación cuidadosamente preparada. Encontraré una hoja de cálculo para realizar un seguimiento de mis finanzas”. La sesión B estuvo dirigida por la Dra. Lucy Ogbu-Nwobodo del MGH y del McLean Hospital Psychiatry. El Dr. Ogbu-Nwobodo dirigió la sesión sobre Su dinero y su mente, ayudando a los participantes a comprender y gestionar mejor la relación entre sus finanzas y su bienestar mental. Un participante exclamó: “Aprendí cómo los problemas financieros pueden afectar mi salud mental. Entiendo que puedo controlar el estrés y los problemas emocionales a través de las finanzas. Trabajaré para estresarme menos con los problemas de dinero estableciendo metas”.

Dr. Ogbu-Nwobodo also shared mental health resources such as National Alliance on Mental Illness at nami.org. Harvard FCU encourages all to prioritize their mental wellbeing during these challenging times, especially when it comes to finances. Visit harvardfcu.org/summit for money management tips from the Summit and resources to help alleviate financial stress.

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