College Funding
Earl Kishida and Kimberly Shooter
Wed Jan 17, 12-01:00pm, 32-141
Enrollment limited: advance sign up required (see contact below)
Signup by: 10-Jan-2007
Limited to 50 participants.
Single session event
Do College Costs Feel Out of Reach?
Just about everyone agrees that an education pays. The real question is how to pay for an education. The good news is there are lots of tax-advantaged savings plans, tax breaks and aid programs to help pay the bills. The important step is to start saving now - it's never too late. Learn sound strategies for keeping a college education within reach. This seminar will cover topics to include:
•Inflation and college costs
•Calculating funding needs
•Tax-advantaged savings strategies
•Choosing a funding option
•Investment strategies
•The cost of procrastination
Contact: Theresa Taft, NE48, x4-1826, tmtaft@mit.edu
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Preserving Wealth for Your Heirs
Earl Kishida and Kimberly Shooter
Wed Jan 24, 12-01:00pm, 32-141
Enrollment limited: advance sign up required (see contact below)
Signup by: 17-Jan-2007
Limited to 50 participants.
Single session event
The saying, "An ounce of prevention is worth a pound of cure" certainly applies when it comes to your estate. Without proper planning, your estate may be settled in ways you did not intend. By using proven strategies, you can help ensure that your heirs will inherit more of your property, cash, investments, savings, and business interests. During this seminar you'll learn about:
•Calculating the value of your estate
•Benefits of estate conservation
•Probate and how to avoid it
•Estimating your tax liability
•Strategies to help reduce estate taxes
•Estate distribution techniques including wills and trusts
Contact: Maria Connelly, NE48, x3-3579, mariac@mit.edu
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Retirement Investment Strategies
Earl Kishida and Kimberly Shooter
Wed Jan 10, 12-01:00pm, 32-141
Enrollment limited: advance sign up required (see contact below)
Limited to 50 participants.
Single session event
If you are like most people, saving for retirement represents the largest investment you'll ever make. Be sure that your investment strategy will make the most of your hard-earned money. In this seminar you'll learn strategies to help you:
•Calculate the cost of retirement
•Invest for growth potential, income, and stability
•Manage taxes\\* and outpacing the effects of inflation
•Reduce investment risk while maintaining growth potential
•Avoid common investment pitfalls
\\*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.
Contact: Maria Connelly, NE48, x3-3579, mariac@mit.edu
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Straight Talk About Women and Investing
Earl Kishida and Kimberly Shooter
Wed Jan 31, 12-01:00pm, 32-141
Enrollment limited: advance sign up required (see contact below)
Signup by: 24-Jan-2007
Limited to 50 participants.
There is a high likelihood that a woman will be responsible for her own or her family's finances one day. For this reason, women need to be prepared. This seminar will help women learn to be careful, competent, disciplined long-term investors, and can help attain the financial security you seek for yourself and those you're close to. This seminar will cover investment opportunities and principles such as:
•Asset Allocation
•Investor Behavior
•Mutual Funds
•Annuities
Contact: Theresa Taft, NE48, x4-1826, tmtaft@mit.edu
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