Retirement Investing 101: Grow Your Savings from Small to Jumbo

Location: 1635 Market Street, Suite 1600, Philadelphia, PA 19103

Date: January 11, 2018

Time: 6:30 pm to 8:00 pm

Sponsor: Tufts Alumni Philadelphia

Cost: $5

Please register online by Tuesday, January 9

Register Online

Did you know that the average American worker changes jobs every 4.4 years? Although many employers have programs that help employees 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 (A78, Harvard Business School ‘82) will help you make an informed decision about how to invest your 401(k)s given the rapid transformation of the financial services industry due to technological innovation. Puritz, who has been featured on PBS and NPR and quoted in the New York Times and the Wall Street Journal, will review the fundamentals of retirement investing, including index funds, asset allocation, diversification, and rebalancing. Whether you’re a delegator (i.e. someone who relies on financial advisers) or a do-it-yourself investor, you’ll get tips and best practices that will help you prudently grow your retirement savings.

You’ll learn about:

  • Passive investing, and why it has proven to be the most effective strategy for increasing savings with low risk
  • Why hidden fees are the Achilles heel of most retirement investors
  • Key questions to ask a financial adviser to ensure that they are acting in your best interest    

Armed with an understanding of these concepts, you’ll feel empowered to rescue your stranded 401(k)s and make decisions that will help you retire with more.

Light refreshments will be served. 

Event location: Make Offices 

Disclaimer: Tufts Alumni Philadelphia does not endorse, recommend, or make representations with respect to the advice of this seminar and individuals at a Tufts Alumni-sponsored event do not represent an endorsement.