Basics of Investing
Paul Gunning, Planning and Guidance Consultant, Fidelity Investments
Wed Jan 5, 12-01:00pm, W20-491
Wed Jan 19, 12-01:00pm, W20-306; 20 Chimneys
No enrollment limit, no advance sign up
Repeating event. Participants welcome at any session
This workshop provides investors with a basic understanding of stocks, bonds, and short-term investments; covers the concepts of asset allocation and diversification; and shows how determining risk tolerance and time horizon can help develop an appropriate investment strategy.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: MIT Human Resources
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Monitoring Your Portfolio
Paul Gunning, Planning and Guidance Consultant, Fidelity Investments
Thu Jan 6, 12-01:00pm, W20-307; Mezzanine
Mon Jan 24, 12-01:00pm, W20-306; 20 Chimneys
No enrollment limit, no advance sign up
Repeating event. Participants welcome at any session
This workshop is for those who want to review their portfolio as part of an annual maintenance plan. Topics include: asset allocation strategies; evaluating performance; and understanding when to rebalance.
Contact: Paul Gunning, 258-8872, paul.gunning@fmr.com
Cosponsor: MIT Human Resources
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Quarterly Market Update
Greg Whelan, Regional Planning Consultant, Fidelity Investments
Wed Jan 26, 12-01:00pm, W20-306, Twenty Chimneys
No enrollment limit, no advance sign up
Single session event
This workshop covers the forces influencing the financial markets and the U.S. economy; the factors affecting the performance of domestic and international equity markets; and what drives changes in bond-market interest rates and valuations.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: MIT Human Resources
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Saving for College: What Every Parent Needs to Know
Leader: TBD
Tue Jan 18, 12-01:00pm, E51-115, Wong Auditorium
No enrollment limit, no advance sign up
Single session event
This seminar covers strategies on how to save for your children's education. Learn how much you potentially could 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: MIT Human Resources
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Strategies for Estate Planning
Greg Whelan, Regional Planning Consultant, Fidelity Investments
Thu Jan 13, 12-01:30pm, W20-307; Mezzanine
No enrollment limit, no advance sign up
Single session event
This workshop covers three main areas: estate planning tools and documents; how estate tax laws may impact your estate plan; and strategies for estate planning to help reduce your tax liabilities.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: MIT Human Resources
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Technical Analysis of the Financial Markets
Phil Breeding, Regional Brokerage Consultant, Fidelity Investments
Thu Jan 20, 12-01:30pm, W20-306; 20 Chimneys
No enrollment limit, no advance sign up
Single session event
This seminar focuses on stock trading by using popular chart types, technical approaches, and current indicators for gauging market trends and momentum.
Contact: Paul Gunning, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Cosponsor: MIT Human Resources
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