JCSW Event: Managing Finances in Times of Uncertainty

Event Organized by the Work/Life Subcommittee

This workshop is for those who want tips on ways to navigate uncertainty and to protect their financial wellness. Join Harvard Federal Credit Union's investment advisor's Dennis Sexton and Jen Fries, Certified Credit Union Financial Counselor (CCUFC), for an interactive discussion on planning for an uncertain future. The workshop will cover short-term financial wellness steps and planning for long-term financial goals such as retirement. Registration is required in advance. Questions? Contact JCSW_AdminAssist@hms.harvard.edu. 

SPEAKER BIOS: 

Jen Fries is the community engagement manager for Harvard Federal Credit Union. Jen is a Certified Credit Union Financial Counselor (CCUFC) and a former nonprofit executive in organizations that work to end intimate partner violence, as well as educational and legal aid nonprofits. She has been the owner of a 401K, 403b, SIMPLE IRA, a ROTH IRA, and a traditional IRA, and she has navigated retirement planning through divorce, parenthood, and merging families. She is excited to share how planning for your retirement at every life stage can set you up for success. 

Dennis Sexton is an Investment Advisor Representative, CUSO Financial Services, L.P., for Harvard Federal Credit Union, Dennis assists our members with retirement planning, strategic asset allocation, and wealth transfer strategies. He is committed to providing you with access to sound and suitable investment advice and solutions. Dennis has been in the financial services industry for over thirty years, most recently with TIAA Wealth Management. As part of his holistic approach to planning, he can help you better understand your existing retirement plans at Harvard and the role they can play in achieving overall financial security.  Dennis is passionate about helping our busy members to plan for the future. He understands that you may not have time to focus on complex financial matters, and he can help you with efficient reviews. He has a BSBA from Nichols College and holds the FINRA Series 6, 66, 7, and Series 63 securities licenses. He also holds a Commonwealth of Massachusetts Life and Health Insurance License. Dennis assists our members at all Harvard FCU branches. 

Learn more and make an appointment at https://harvardfcu.org/invest/