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