Keeping Your Investment Strategy On Track
Paul Gunning, Senior Retirement Counselor, Fidelity Investments
Thu Jan 18, 12-01:00pm, Mezzanine, W20-307
No enrollment limit, no advance sign up
Single session event
This session will help you actively review, evaluate, and rebalance your 401(k) portfolio on an on-going basis and will give you the knowledge and confidence to do so.
Contact: Paul Gunning, Senior Retirement Counselor,, (617) 258-8872, paul.gunning@fmr.com
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MIT Retirement Plans Overview
Ellen Cushman, Kim Forness, MIT Retirement Counselors
Tue Jan 9, 12-01:00pm, Bush Room, 10-105
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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Saving For Retirement: What Every Woman Needs to Know
Diane Bolden, Senior Retirement Counselor Fidelity Investments
Fri Jan 19, 12-01:00pm, 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.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Strategies of Estate Planning
Mike Murphy, Vice President of Estate Planning Fidelity Investments
Tue Jan 23, 12-01:30pm, Bechtel Hall; 1-390
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.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Your College Savings Options
Patricia Gildea, Regional Consultant Fidelity Investments
Wed Jan 24, 12-01:00pm, 20 Chimneys, W20-306
No enrollment limit, no advance sign up
Single session event
This session provides information on meeting the challenge of saving for college. Determine how much you might actually pay for school and learn about other resources that may be available to you.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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