Leaving Nothing to Chance - Estate Conservation
Earl Kishida and Kimberly Shooter
Wed Jan 16, 12-01:00pm, Blg 4-237
Enrollment limited: advance sign up required (see contact below)
Signup by: 09-Jan-2008
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 Income/Investment Strategies
Earl Kishida and Kimberly Shooter
Wed Jan 9, 12-01:00pm, Blg 4-237
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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Socially Responsible Investing
Earl Kishida and Kimberly Shooterq
Wed Jan 30, 12-01:00pm, Blg 4-237
Enrollment limited: advance sign up required (see contact below)
Signup by: 23-Jan-2008
Limited to 50 participants.
Single session event
A discussin of Calvert Funds — Four Cornerstones of Socially Responsible Investing
Contact: Michelle Eburn, NE48, x4-1826, Meburn@mit.edu
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Straight Talk About Women and Investing
Earl Kishida and Kimberly Shooter
Wed Jan 23, 12-01:00pm, Blg 4-237
Enrollment limited: advance sign up required (see contact below)
Signup by: 16-Jan-2008
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: Michelle Eburn, NE48, x4-1826, Meburn@mit.edu
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