Did you know that the average American worker changes jobs every 4.4 years? Although many employers have programs that help people save for retirement, when we start a new job, our 401(k)s don’t typically get to come along. As a result, by the time we reach our 40s, many people have accrued an assortment of retirement savings accounts that we don’t know what to do with.
Scott Puritz (LA ’78, Harvard Business School ‘82) will help you make an informed decision about your investments given the rapid transformation of the financial services industry due to technological innovation. Puritz will review the fundamentals of retirement investing, including asset allocation, diversification, and rebalancing. Whether you’re a delegator (i.e. someone who relies on financial advisors) or a do-it-yourself investor, you’ll get tips and best practices that will help you prudently grow your savings.
You’ll learn about:
- The most effective strategy for increasing your savings with low risk
- Why hidden fees are the Achilles heel of most investors
- Key questions to ask a financial adviser to ensure that they are acting in your best interest
** All proceeds from this event will be donated to Tufts University **