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IAP 2010 Activity


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
Sponsor: MIT Federal Credit Union
Latest update: 04-Jan-2010


MIT  
Massachusetts Institute of Technology
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Last update: 19 August 2010