Financial Independence: Why Managing Your Finances Matters

Hear from influential industry experts and investment advisors on everything you need to know about building and maintaining your credit and managing your investments as a student!

Wintersession 2025 has concluded. View the presentations and recordings below!

Adulting 101

Terrence Bazille, Community Engagement Specialist at Harvard FCU
Carly Bolton & Jawahir Mohamed, Harvard FCU Student Advisory Committee
There is a lot to learn when embarking into the “real world” as a young adult, and this workshop will help you learn about some of the key financial aspects. We will talk about the importance of credit and how to build it, things you need to know when it comes to full-time jobs, and setting yourself up for success when it comes to living on your own.

Options for Dealing With Debt

Amber Miller, Partner Experience Manager at Greenpath Financial Wellness

Trying to get out of debt can feel overwhelming, and it can be even more challenging to navigate all the options available and choose the best approach to take. Join us for a workshop to discuss a variety of options available to get out of debt, identify some key differences between the options, and weigh the pros and cons of each.

Investing 101

Shahar Ziv, Harvard FCU Board Member & Personal Finance Expert

 

What is the difference between mutual funds and index funds? What’s a robo-advisor? Shahar Ziv, Harvard FCU Board Member and Harvard Business School alum, speaks about the foundational concepts of investing.

Gen Z Guide to Wealth Building

Raj Bhanshali, Financial Advisor, Harvard FCU Investment Service available through CUSO Financial Services L.P.*

Join our investment services representative, Raj Bhanshali, as he provides financial tips for Gen Z, including building an investment portfolio, retirement savings, plus tools and strategies to build wealth and meet your goals.