Basic Estate Planning
Kimberly Shooter, Richard Erickson, Certified Financial Planner
Wed Jan 27, 12-01:00pm, Stata 32-141
Enrollment limited: advance sign up required (see contact below)
Signup by: 13-Jan-2010
Limited to 50 participants.
Single session event
Basic Estate Planning
Estate planning is an opportunity to make decisions regarding the distribution of your property upon your death. Whether your estate is large or small, complex or fairly simple, there are several specific actions all estate owners can take to establish the foundation of their estate plan. This seminar will review the Estate Planning process and the its various considerations.
In addition, we will cover the basics of the following documents: Will, Living Will, Medical Power of Attorney, Durable Power of Attorney and Trusts.
Contact: Laura Tramontozzi, NE48, x4-1826, ltramont@mit.edu
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Financial Planning 101
Kimberly Shooter, Richard Erickson —Certified Financial Planner
Wed Jan 6, 12-01:00pm, Stata 32-155
Enrollment limited: advance sign up required (see contact below)
Signup by: 30-Dec-2009
Limited to 75 participants.
Single session event
Financial Planning 101
Having a Financial Plan is beneficial for everyone. If you’re younger and just getting started, having a plan now can make a huge difference later on. If you’re older and nearing retirement it’s a good time to assess how well your plan is meeting your needs. And if you’re somewhere in-between it’s the right time to have a plan in place. This workshop will review the basics of establishing, implementing and monitoring a financial plan that works for you.
Contact: Laura Tramontozzi, NE48, x4-1826, ltramont@mit.edu
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Identity Theft Prevention
Kimberly Shooter, Robert Siciliano
Wed Jan 13, 12-01:30pm, Stata 32-155
Enrollment limited: advance sign up required (see contact below)
Signup by: 04-Jan-2010
Limited to 90 participants.
Single session event
Identity theft impacts 10 million people annually. Government and industry are scrambling for solutions. Discover what techniques scammers use so fraud doesn’t happen to you. Learn why the system of identification and authentication is fundamentally flawed and how the speed of technology has far outpaced security. And discover what solutions are already here but have yet to be implemented.
You will learn how to:
• Help co-workers, friends, and family stay safe.
• Find out what puts you at risk.
• Protect your Social Security (SS) number.
• Identify sources that have your SS number.
• Protect mail and proprietary information.
• Defend yourself against phone fraud.
• Get a head start before the crime gets you.
• Use high and low-tech means to protect yourself.
• Respond in case you are victimized.
Contact: Laura Tramontozzi, NE48, x4-1826, ltramont@mit.edu
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Understanding your credit report and your credit score
Kimberly Shooter, Michael Faut, Dana Cunningham-Maciel
Wed Jan 20, 12-01:00pm, Stata 32-155
Enrollment limited: advance sign up required (see contact below)
Signup by: 13-Jan-2010
Limited to 75 participants.
Single session event
This seminar will cover:
The Credit Cycle
Fair Credit Reporting Act
The Credit Reporting Agencies
Obtaining a copy of your own Consumer Credit Report
Credit Scoring
How to handle Disputes
Contact: Laura Tramontozzi, NE48, x4-1826, ltramont@mit.edu
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