Maximize Retirement Income

Alumni Association

More... Share to Twitter Share to Facebook
Maximize Retirement Income and Preserve Accumulated Wealth

"Maximize Retirement Income and Preserve Accumulated Wealth," is an interactive presentation on personal retirement planning to meet your financial and charitable giving goals.

Thursday, May 28, noon – 1:30 p.m.  

Download event materials:

Get answers to these important questions, and more:

  • When should I take Social Security?
  • How can I manage taxes in retirement?
  • What’s the best way to leave an inheritance?

Speaker:

Steve DaltonNamed one of the “Best Financial Advisers for Doctors” by Medical Economics, Steve Dalton, a certified financial planner (CFP®), will be back by popular demand this year!

 

 

Sign up for this seminar when you complete your Reunion registration.
Instructions on how to register are posted on your class web page »

Already registered? It's not too late to take advantage of this complimentary seminar. Contact Danielle Hernon in the Office of Gift Planning at (617) 384-8507 or danielle_hernon@hms.harvard.edu to add this seminar to your existing registration.

 

 

“This is one of the best retirement  planning seminars I have attended. Rated by Medical Economics as  one of the ‘Best Financial Advisor  for Doctors,’ I encourage you to hear Steve Dalton when you are  on campus for Reunion.”  —A.W. Karchmer, MD ’64

Classes ending in 0 or 5

Reunion from May 28–29, 2015

Reignite the curiosity you enjoyed as a student. Start planning to Reconnect with your classmates and Rediscover the campus during your Reunion.