IAP 2015 Activities by Sponsor - MIT Human Resources

Paul Gunning, Planning & Guidance Consultant

Jan/08

Thu

12:00PM-01:00PM

W20-307

Enrollment: Unlimited: No advance sign-up

This workshop is designed to help employees who are ready to take their retirement savings to the next level, become more confident investors, understand how the markets may impact their investment strategy, and learn ways to establish and maintain a tax-sensitive savings approach.

Sponsor(s): MIT Human Resources
Contact: Julienne Dean, E19-215H, 617 253-8979, JULIEK@MIT.EDU

Paul Gunning, Planning & Guidance Consultant

Jan/14

Wed

12:00PM-01:00PM

W20-307

Enrollment: Unlimited: No advance sign-up

This workshop will help you recognize the importance of managing debt and provide guidance to develop a budget. Learn about steps to improve your financial fitness to help you reach your future goals.

Sponsor(s): MIT Human Resources
Contact: Julienne Dean, E19-215H, 617 253-8979, JULIEK@MIT.EDU

Paul Gunning, Planning and Guidance Consultant

Jan/20

Tue

12:00PM-01:00PM

W20-307

Enrollment: Unlimited: No advance sign-up

Attend this workshop to learn about the importance of monitoring your portfolio, including how to evaluate your current approach.  Discover how to rebalance your investments to better meet your savings goals.

Sponsor(s): MIT Human Resources
Contact: Julienne Dean, E19-215H, 617 253-8979, JULIEK@MIT.EDU

Benefits Office Staff

Jan/06

Tue

12:00PM-01:00PM

W20-307

Enrollment: Limited: First come, first served (no advance sign-up)

Learn about the features of MIT's Retirement Plans in this workshop presented by a member of the MIT Benefits Office.

Sponsor(s): MIT Human Resources
Contact: Julienne Dean, E19-215H, 617 253-8979, JULIEK@MIT.EDU

Paul Gunning, Planning & Guidance Consultant

Jan/22

Thu

12:00PM-01:30PM

W20-307

Enrollment: Unlimited: No advance sign-up

In this workshhop you will learn about:

• How much higher education might cost and ways to pay for it
• The differences between the various savings plan options
• How federal tax laws affect college savings and the MEFA U.Fund College Investing Plan or your 529 plan, in particular

Sponsor(s): MIT Human Resources
Contact: Julienne Dean, E19-215H, 617 253-8979, JULIEK@MIT.EDU