Looking to better understand the changes coming this summer to Johns Hopkins' retirement plans? Want comprehensive advice on investing and money management? Whatever your experience level, the university has a range of resources to help you achieve your financial goals.
Increase your financial literacy
While there's no "right" way to invest, financial literacy equips us with the knowledge and skills we need to put our money to work for us. JHU has partnered with Marsh McLennan Agency, an independent investment adviser, which is offering opportunities to help you learn more about retirement planning and investing. Tailored to JHU's retirement plans and provided at no cost to you, MMA's offerings can help you feel more comfortable with your finances and more confident in your decision-making.
Six-week educational webinar series
Open to everyone, this MMA series progresses from foundational to advanced topics. You can join one, some, or all sessions, which will take place from noon to 1 p.m. on sequential Thursdays.
- Feb. 17, Session 1: Overview: Determining Your Goals, Needs, and Investing Preferences
- Feb. 24, Session 2: Investing in the Markets
- March 3, Session 3: All About Funds
- March 10, Session 4: Building a Retirement Portfolio
- March 17, Session 5: Annuities
- March 24, Session 6: Self-Directed Brokerage Windows
Register now on the Benefits & Worklife website.
A one-stop hub for financial planning
MMA's Prosper Wise is a digital platform and one-stop hub for all things financial planning. Through Prosper Wise, you can access educational videos, live and on-demand webinars, news articles and alerts, financial calculators, and more. Plus, MMA financial coaches are available for personalized orientations to help you navigate the site.
One-on-one advice
Meet virtually with an MMA financial coach to discuss what the upcoming changes to JHU retirement plans mean for you. Coaches are unbiased and do not sell products or receive commissions. Individual sessions are 25 minutes, and coaches can review your current investment portfolio; discuss your tolerance for risk; map out long-term retirement strategies, including rollover options; and much more.
To schedule an appointment, go to the Prosper Wise website and click Talk With a Coach on the top right-hand corner.
For more information about these resources, visit the Changes Ahead webpage of the Benefits & Worklife website.
Posted in Benefits+Perks
Tagged hr newswire
