IAP 2016

Paul Gunning, Fidelity Workplace Planning & Guidance Consultant

Jan/21

Thu

12:00PM-01:00PM

W20-307

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

Key topics to be discussed:

• The importance of maximizing savings while still in the workforce
• How to conduct an income and expense analysis
• Strategies to maximize income sources, and the impact of health care costs on retirement savings
• The importance of estate planning and introduction to key estate planning tools

 

Sponsor(s): MIT Human Resources
Contact: Phyllis Toegel, E19-206, 617-253-6110, ptoegel@mit.edu