Finding the Right Investment Strategy
Paul Gunning, Retirement Counselor, Fidelity Investments
Wed Jan 23, 12-01:00pm, 20 Chimneys, W20-306
No enrollment limit, no advance sign up
Single session event
This workshop is designed for employees who are enrolled in their MIT 401(k) Plan and who have a basic understanding of asset classes, but want to learn more about diversifying their portfolio so as to help minimize risk. We'll also discuss asset classes and sub-asset classes.
Contact: Paul Gunning, 258-8872, paul.gunning@fmr.com
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MIT Retirement Plans Overview
Ellen Cushman, MIT Retirement Counselor
Thu Jan 17, 12-01:00pm, 20 Chimneys, W20-306
No enrollment limit, no advance sign up
Single session event
This workshop is designed for employees who want a review of the MIT Basic Retirement Plan and the MIT Supplemental 401(k) Plan, how they work, and important provisions for each Plan. Discussion will also include a brief overview of Retiree Health and Welfare benefits.
Contact: Ellen Cushman, MIT Retirement Counselor, 253-0496, ecushman@mit.edu
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Saving for College--What Every Parent Needs to Know
Patricia Gildea, Regional Consultant, Fidelity Investments;, Martha Savery, MA Educational Finance Authority
Tue Jan 15, 12-01:00pm, 20 Chimneys, W20-306
No enrollment limit, no advance sign up
Single session event
This session provides information on the challenges involved with saving for your children's education. We'll discuss how much you might actually pay for their education and what other resources might be available besides your own savings.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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Strategies for Estate Planning
Mike Murphy, Vice President for Estate Planning, Fidelity Investments
Wed Jan 9, 12-01:00pm, 20 Chimneys, W20-306
No enrollment limit, no advance sign up
Single session event
This workshop is designed to give the audience a general overview of estate planning, including wills, trusts, and a discussion of estate planning strategies. We'll also discuss what one should consider when their retirement balances make up a significant part of their estate.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
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