MIT: Independent Activities Period: IAP

IAP 2014 Activities by Sponsor - MIT Federal Credit Union

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Estate Planning Basics

Richard J. Erickson, Certified Financial Planner

Jan/21 Tue 12:00PM-01:00PM 32-124

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

Click here to sign up.

Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu


Financial Planning: The Basics

Richard J. Erickson, Certified Financial Planner

Jan/07 Tue 12:30PM-01:30PM 32-124

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: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu


Retirement Basics

Richard J. Erickson, Certified Financial Planner

Jan/14 Tue 12:00PM-01:00PM 32-144

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

Click here to sign up.

Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu


Social Security and Your Retirement

Richard J. Erickson, Certified Financial Planner

Jan/28 Tue 12:00PM-01:00PM 32-144

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?

Click here to sign up.

Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu