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Financial Education

EAP seminars are open to employees from all Partners HealthCare entities, Dana-Farber Cancer Institute, IHP Students and Mass Eye and Ear, and their household members. EAP Seminars are not open to the general public.

To register for our webinars, click on the “Register now” link following each description. If you are having trouble registering, please call 1-866-724-4327.

 

An Introduction to Legal and Estate Planning for Older Adults (In-person)
Planning ahead for yourself or an elder adult can help your family avoid unnecessary complications, delay and expense. Understanding the fundamentals of estate planning – including how it works and how it may benefit you – is the first step toward planning for the future. In this one hour seminar, Elder Law Attorney Steven M. Cohen will discuss how to begin legal and estate planning and will explain the terms involved.

Presented by Steven M. Cohen, J.D., Pabian & Russell, LLC
December 7, 2017 at 12:00 PM
BWH Building for Transformative Medicine (BTM) 03014 
To register, please contact Partners EAP at 866-724-4327 

April 3, 2018 at 12:30PM
MGH Yawkey Center, Satter Conference Center, Room 2-210

To register, please contact Partners EAP at 866-724-4327

 

Retirement: A Journey Not a Destination (In-person)
In this one hour workshop, we will talk and think together about how to jump-start planning what comes next in life. This is not a financial seminar but rather a lifestyle planning workshop. Our hope is to create a space to share current wisdom, resources, and strategies on how to get what you want out of your future years. The Boomer generation continues to blaze new trails. To enjoy the journey, and be well, we need to map out and navigate uncharted territory. 

Presented by Kathie Burridge Barnard, LICSW, CEAP and Pam Gillespie LCSW, CEAP, Partners Employee Assistance Program
January 18, 2018 at 12:00PM
Salem Hospital, D101 Conference Room
To register, please contact Partners EAP at 866-724-4327

 

MGH First Time Home Buying (In-person)
For many, owning a home is a dream and most important financial goal. The preparation for home-ownership begins long before the purchase actually takes place. This workshop covers pre-purchase issues such as budgeting, saving for down payment, credit reports, and debt-to-income ratios as well as the mortgage lending process. This seminar is brought to you by Partners Employee Assistance Program in collaboration with the Harvard University Employees Credit Union.

Presented by Harvard University Employees Credit Union; this 90 minute session is offered twice.
May 1, 2018 from 12:30-2:00PM

September 4, 2018 from 12:30-2:00PM
MGH Yawkey Center, Satter Conference Center, Room 2-210
To register, please contact Partners EAP at 866-724-4327


College Financing Webinars 


Comparing Award Letters
Time to decide which college to attend!  Join us to calculate your total costs and compare award letters from different colleges during this 60 minute webinar.

Presented by Migdalia Gomez, Harvard University Employee Credit Union (HUECU), Financial Education Services Specialist
March 1, 2018 at 12:00PM Register Now!


Paying the Tuition Bill
The fall tuition bill will be due soon! Learn about various payment options and strategies to make the best financial decision for you and your family during this 60 minute webinar.

Presented by Migdalia Gomez, Harvard University Employee Credit Union (HUECU), Financial Education Services Specialist.
June 27, 2018 at 12:00PM Register Now!

Understanding Financial Aid and College Funding 
The college financial aid process can be complex. This webinar will explain how to complete the FAFSA (Free Application for Federal Student Aid) and other financial forms. It will also help you understand how the college financial aid system works; it will explain student loans and provide tips and strategies for financing your dependents (or your) college education. This 60 minute webinar is brought to you by Partners Employee Assistance Program (EAP) in collaboration with the Harvard University Employee Credit Union.

Presented by Migdalia Gomez, Harvard University Employee Credit Union (HUECU), Financial Education Services Specialist.
November 7, 2018 at 12:00PM Register Now!

 


This content was last modified on: 01/12/2018

Partners EAP is not a service for the general public.

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