Essentials of Estate Planning
Fidelity Investments
Thu Feb 2, 12:30-02:00pm, Bush Room, 10-105
No enrollment limit, no advance sign up
Single session event
This workshop provides a basic overview of estate planning including wills, trusts, and the fundamentals of a sound estate plan. Attendees will walk away with a general understanding of estate planning and what to consider when their retirement plan balances are a significant part of their estate. This event is cosponsored by Fidelity Investments.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Investing in Uncertain Markets: 2005 Year-End Review
Roland Jacobson, Investment Consultant, Fidelity Investments
Thu Jan 26, 12-01:00pm, Stratton (W20), Mezz
No enrollment limit, no advance sign up
Single session event
This session focuses on the economy, the financial markets, and how the uncertain nature of these factors can affect your retirement savings. Attendees will understand that having an investment strategy can help weather the ups and downs of these uncertain times. This event is cosponsored by Fidelity Investments.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Saving For Retirement: What Every Woman Needs to Know
Diane Bolden, Fidelity Investments
Wed Jan 18, 12:30-01:30pm, Bush Room, 10-105
No enrollment limit, no advance sign up
Single session event
This workshop focuses on specific challenges for women saving for retirement: rising life expectancies, nonlinear employment history, and compensation. Attendees will learn how to set up an action plan to take control of their financial future. This event is cosponsored by Fidelity Investments.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Start with the MIT 401(k) Plan and Build a Powerful Investment Strategy
Paul Gunning, Retirement Counselor, Fidelity Investments
Tue Jan 17, 12-01:00pm, Stratton (W20)-Mezz.
No enrollment limit, no advance sign up
Single session event
This workshop focuses on employees who have not yet enrolled or those in the Plan who simply need help saving for retirement. Learn about the power of long-term saving and how participating in the Plan is a great benefit. Check out the tools and resources that will help you budget, plan, and save for a successful retirement. This event is cosponsored by Fidelity Investments.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Understanding Your MIT Retirement Plans
Ellen Cushman, Kim Forness, MIT Retirement Counselors
Wed Jan 11, 12-01:00pm, Stratton (W20)-407
No enrollment limit, no advance sign up
Single session event
This workshop is designed for employees who want a review of how the MIT Retirement Plans work and the specific provisions of both Plans. Highlights include an in-depth review of the features and benefits of the MIT Basic Retirement Plan and the MIT Supplemental 401(k) Plan. There will also be a discussion of the tools, information, and services available to help you with your retirement planning.
Contact: Ellen Cushman, ecushman@mit.edu
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