IAP 2015 Activities by Sponsor - MIT Federal Credit Union

Richard J. Erickson, Certified Financial Planner professional

Jan/07

Wed

12:00PM-01:00PM

32-155

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

Richard J. Erickson, Certified Financial Planner professional

Jan/14

Wed

12:00PM-01:00PM

32-155

Enrollment: Limited: Advance sign-up required

Attend a valuable seminar on how to build a retirement income plan. In this seminar, you'll learn:

• How to get the most from your pension & Social Security
• How to invest to generate income during retirement
• How to make sure you can meet your health care needs
• What sources of income you should draw upon and when

Click here to sign up.

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

Richard J. Erickson, Certified Financial Planner professional

Jan/21

Wed

12:00PM-01:00PM

32-124

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

Richard J. Erickson, Certified Financial Planner professional

Jan/28

Wed

12:00PM-01:00PM

32-155

Enrollment: Limited: Advance sign-up required

Join us for a no-cost, no-obligation seminar where you will learn:

• Medicare "basics" and the differences between Parts A, B, C, and D
• Tips for choosing your coverage and enrolling in Medicare
• How to consider health care costs when planning your retirement income

Click here to sign up.

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