MIT Retirement Plans Overview
Ellen Cushman, MIT Retirement Counselor
Thu Jan 15, 12-01:00pm, W20-306, Twenty Chimneys
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, 253-0496
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Quarterly Market Update for 12/31/2008
Greg Whelan, Regional Planning Consultant, Fidelity Investments
Tue Jan 20, 12-01:00pm, W20-306, Twenty Chimneys
No enrollment limit, no advance sign up
Single session event
In this seminar, you will learn:
(1) The driving forces behind recent developments influencing the financial markets and the U.S. economy;
(2) The factors affecting the perfomance of domestic and international equity markets; and
(3) What drives changes in bond-market interest rates and valuations.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: Fidelity Investments
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Remaining Confident in a Volatile Market
Paul Gunning, Senior Retirement Counselor, Fidelity Investments
Tue Jan 27, 12-01:00pm, W20-306, Twenty Chimneys
No enrollment limit, no advance sign up
Single session event
This workshop is designed to help attendees get a better understanding of current market activity while gaining historical perspective on the financial markets. The session will also help attendees learn about basic investment concepts and strategies with a strong emphasis on asset alloaction.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: Fidelity Investments
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Saving for College: What Every Parent Needs to Know
Patricia Gildea, Regional Consultant, Fidelity Investments
Wed Jan 28, 12-01:00pm, W20-306, Twenty Chimneys
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. Determine 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
Cosponsor: Fidelity Investments
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Strategies of Estate Planning
Mike Murphy, Vice President of Estate Planning, Fidelity Investments
Thu Jan 22, 12-01:00pm, W20-306, Twenty Chimneys
No enrollment limit, no advance sign up
Single session event
To assist in providing for those important to you, this estate seminar provides you guidance on establishing and maintaining your estate plan. The seminar covers three main areas:
1. Necessary estate planning tools and documents;
2. Estate tax laws and how they may impact your estate plan; and
3. Some strategies for estate planning that may help you to reduce your tax liabilities.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: Fidelity Investments
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