MIT: Independent Activities Period: IAP

IAP 2014



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