= Add activity session to your calendar (exports in iCalendar format)
Estate Planning Basics
Richard J. Erickson, Certified Financial Planner
| Jan/17 | Thu | 12:00PM-01:00PM | 56-114 |
Enrollment: Limited: Advance sign-up required
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no cost, no obligation seminar where you'll learn the basics of estate planning including:
• Why you need an estate plan
• Strategies to plan for incapacity, including special health care directives
• Wills, trusts, and life insurance
• Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Sponsor(s): MIT Federal Credit Union
Contact: Susan Silkes, 617-324-3822, ssilkes@mit.edu
Financial Planning Basics
Richard J. Erickson, Certified Financial Planner
| Jan/31 | Thu | 12:00PM-01:00PM | 56-114 |
Enrollment: Limited: Advance sign-up required
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no cost, no obligation seminar where you'll learn the basics of financial planning including:
• How to construct a budget and the importance of establishing an emergency fund
• Credit fundamentals
• Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax and tax-deferred investments
• Basic estate planning concepts
Click here to sign up.
Sponsor(s): MIT Federal Credit Union
Contact: Susan Silkes, 617-324-3822, ssilkes@mit.edu
Retirement Basics
Richard J. Erickson, Certified Financial Planner
| Jan/10 | Thu | 12:00PM-01:00PM | 56-114 |
Enrollment: Limited: Advance sign-up required
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no-cost, no-obligation seminar where you'll learn the basics of retirement including:
• How to put together a retirement roadmap
• Factors that influence when you should retire and how long your retirement could last
• How to "crunch the numbers" by estimating your retirement expenses and retirement income, while factoring in inflation & taxes
• How to use tax-advantaged savings vehicles like IRAs and 401(k)s
Sponsor(s): MIT Federal Credit Union
Contact: Susan Silkes, 617-324-3822, ssilkes@mit.edu
Social Security and Your Retirement
Richard J. Erickson, Certified Financial Planner
| Jan/24 | Thu | 12:00PM-01:00PM | 56-114 |
Enrollment: Limited: Advance sign-up required
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. How can you get the most out of your benefits?
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no cost, no obligation seminar that can help you set your financial direction and answer more of your questions:
• What are the rules for starting Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?
Sponsor(s): MIT Federal Credit Union
Contact: Susan Silkes, 617-324-3822, ssilkes@mit.edu
Understanding Money & Credit
| Jan/08 | Tue | 01:00PM-02:00PM | Stata, Room 155 |
Enrollment: Limited: Advance sign-up required
“Understanding Money and Credit” will identify money management skills and techniques that you will find of use both now and in the future. You will learn tools that will help you create a budget, handle emergencies, and save for the future. You will also learn how to order, review, and build your credit report.
Sponsor(s): MIT Federal Credit Union
Contact: Susan Silkes, 617-324-3822, ssilkes@mit.edu
Contact Information
COPYRIGHT 2012