We are thrilled to announce a special offer through our partnership with Ameriprise Financial!

Now thru DEC 15th, Ameriprise is offering Harvardwood members and the Harvard community an opportunity to receive a personalized Financial Plan at the special flat rate of $300!!!

Financial Plans can include:

§ Goal Tracking

§ Debt Management

§ Major Purchase Planning

§ Small Business Owner Planning

§ Tax Planning

§ Investment Planning

§ Retirement Planning

Also, Harvardwood has established a 529 Education Savings Group Plan for members that is being offered by Ameriprise for FREE (with no sales charge, typically 5.75%).

Members who take advantage of this offer will have their membership dues covered by Ameriprise, with an additional $50 donation made to Harvardwood on their behalf.

To learn more about this opportunity, please contact Harvardwood Board Member Michael Persaud directly at: [email protected].