Basics of Investments
Paul Gunning, Sr. Retirement Counselor, Fidelity Investments
Thu Jan 10, 12-01:00pm, Twenty Chimneys, Student Center
No enrollment limit, no advance sign up
Single session event
Prereq: None
This workshop is designed for participants who want to learn the basics of investments, including definitions of investment terms. This session will provide participants with the tools needed to understand options available through the MIT Supplemental 401(k) Plan.
Highlights include:
- A discussion about stock, bond, and money market asset classes;
- Instruction on the basics of asset allocation and structuring your portfolio.
Contact: Paul Gunning, Sr. Retirement Counselor, 258-8872
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Developing Our Potential: as Individuals and as an Organization
HR Representatives
Mon Jan 28, 10am-02:00pm, Bush Room & Lobby 10
No enrollment limit, no advance sign up
Single session event
Prereq: None
Come and explore HR's showcase of exciting new initiatives and opportunities. Attend learning sessions, demonstrations, and talk with representatives about MIT's Career Planning Center, Rewards & Recognition Program, Professional Development Programs, Leader to Leader Program, HR/Payroll, Family Resource Center, and other HR services. Listen while Laura Avakian, Vice President for HR, and John Curry, EVP, share their views on developing our potential. Enjoy the food, fun, and prizes.
Contact: Robin Carleton, W89-105, 258-9511, carleton@mit.edu
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Essential Facilitation
Jeff Pankin, MIT Human Resources;, Meg Chute, MIT Human Resources
Mon Jan 7, Tue Jan 8, Wed Jan 9, Fri Jan 11, 08:30am-05:00pm, W89-315
Enrollment limited: advance sign up required (see contact below)
Signup by: 03-Jan-2002
Limited to 20 participants.
Participants requested to attend all sessions (non-series)
Essential Facilitation is designed to enhance your effectiveness as a meeting facilitator. The course will prepare you to help people work collaboratively in group settings to achieve common goals. Emphasis is placed on developing facilitation skills through multiple practice sessions, videotaping, and private feedback sessions.
Contact: Jeff Pankin, MIT Human Resources;, E19-224c, 253-4135, pankin@mit.edu
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Estate Planning Basics
Leader: TBD
Wed Jan 23, 11:30am-01:00pm, Twenty Chimneys, Student Center
No enrollment limit, no advance sign up
Single session event
Prereq: None
This workshop is designed for employees who want an overview of estate planning issues and considerations. Participants will learn the effects of recent tax law changes on estate planning strategies.
Highlights include:
- A detailed review of estate planning techniques;
- A discussion of common estate planning mistakes and how to avoid them;
- Steps to help make sure your estate plan is in order.
Contact: Paul Gunning, Sr. Retirement Counselor, Fidelity Investments, 258-8872
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Interviewing Skills
Barbara Peacock-Coady, Wendy Williams
Tue Jan 8, 11am-01:30pm, E25-119/121
Enrollment limited: advance sign up required (see contact below)
Signup by: 07-Jan-2002
Limited to 25 participants.
Single session event
Prereq: None
This workshop emphasizes practical tips that help participants prepare for job interviews. It gives participants an opportunity to learn what to do, as well as what not to do, during an interview.
Topics covered during the workshop include:
- How to prepare for the interview
- Common types of interview questions
- the format and purpose of competency-based interviewing
Contact: Barbara Peacock-Coady, E19-238B, 253-1056, coady@mit.edu
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New Tax Law - Effects on the MIT 401(k) Plan
Paul Gunning, Sr. Retirement Counselor, Fidelity Investments
Tue Jan 8, 12-01:00pm, Twenty Chimneys, Student Center
No enrollment limit, no advance sign up
Single session event
Prereq: None
This seminar will give you an overview of the new Tax Reform Act and how it affects your MIT 401(k) Retirement Plan.
Highlights include:
- A review of the major changes in the pension provisions of the new tax law;
- A discussion of how these changes may affect you and your retirement planning strategy.
Contact: Paul Gunning, Sr. Retirement Counselor, 258-8872
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Planning MIT's New Stata Child Care Center: A Design and Program Update
Kathy Simons, Child Care Administrator, and David Silverman, Staff Architect
Wed Jan 16, 12-01:30pm, Stata Proj. Trailer
No limit but advance sign up required (see contact below)
Signup by: 14-Jan-2002
Single session event
Prereq: None
MIT will be opening an innovative new child care center in the Stata Building in 2003/2004, designed by acclaimed architect Frank Gehry. The Stata Child Care Center will serve 104 children of MIT students, faculty, and staff. Participants will be offered a slide presentation of the architectural model, a construction update, and an overview of the child care center program, with an opportunity to provide suggestions to members of the MIT Stata Child Care Center Design Committee.
Contact: Kathy Simons, Child Care Administrator, 16-151, 253-1592, ksimons@mit.edu
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Qualified Retirement Assets in Estate Planning
Leader: TBD
Tue Jan 29, 11:30am-01:00pm, Wong Auditorium
No enrollment limit, no advance sign up
Single session event
Prereq: A basic understanding of estate planning techniques
This workshop will review the important issues to consider when your retirement plan balances make up a significant part of your estate. Attendees should have a basic understanding of estate planning techniques such as those provided in "Estate Planning Basics".
Highlights include:
- A review of the income and estate tax issues associated with qualified retirement plans;
- A detailed discussion of estate planning techniques using retirement plan balances.
Contact: Paul Gunning, Sr. Retirement Counselor, Fidelity Investments, 258-8872
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The Financial Markets Today
Roland Jacobson, Vice President of Investment Consulting, Fidelity Investments
Tue Jan 15, 12-01:00pm, Twenty Chimneys, Student Center
No enrollment limit, no advance sign up
Single session event
Prereq: A basic understanding of investment principles
This workshop is designed for participants who want an overview of current financial market conditions. Attendees should have a basic understanding of investment vehicles such as provided in "Basics of Investments".
Highlights include:
- An open forum discussing current market and economic conditions;
- A review of the impact of recent events on money market, bond, and stock asset classes.
Contact: Paul Gunning, Sr. Retirement Counselor, Fidelity Investments, 258-8872
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Understanding Your MIT Retirement Plans
Diane Gipson, MIT Retirement Counselor
Wed Jan 9, 12-01:00pm, Mezzanine Lounge, Student Center
No enrollment limit, no advance sign up
Single session event
Prereq: None
This workshop is designed for employees who want a review of the MIT Retirement Plans, how they work, and things to consider for each plan.
Highlights include:
- An in-depth review of the features and benefits of the MIT Basic Plan and the MIT Supplemental 401(k) Plan;
- A discussion of the tools, information, and services available to help you with your retirement planning.
Contact: Diane Gipson, MIT Retirement Counselor, E19-215L, 253-0114, gipson@mit.edu
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