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MIT FCU Investment & Retirement Planning

 

Overview  Services Offered  Meet Our Financial Planner  Educational Resources   FINRA BrokerCheck

 

Upcoming Webinars

Putting Cash to Work

Online / Zoom (click to RSVP)
Wednesday, November 8, 2023
at 12:15pm and 3:15pm ET

Lincoln Labs (click to RSVP)
Tuesday, November 14, 2023
at 12:15pm ET

Tech Sq Branch (click to RSVP)
Tuesday, November 21, 2023
at 12:15pm ET

Basics of Investing

Online / Zoom (click to RSVP)
Wednesday, December 13, 2023
at 12:15pm and 3:15pm ET

Lincoln Labs (click to RSVP)
Tuesday, December 12, 2023
at 12:15pm ET

Tech Sq Branch (click to RSVP)
Tuesday, December 19, 2023
at 12:15pm ET

Investment Accounts

Online / Zoom (click to RSVP)
Wednesday, January 10, 2023
at 12:15pm and 3:15pm ET

Lincoln Labs (click to RSVP)
Tuesday, January 9, 2023
at 12:15pm ET

Tech Sq Branch (click to RSVP)
Tuesday, January 16, 2023
at 12:15pm ET

Webinars are presented by Financial Planner Mark Porter, CFP®, CFA® and usually run about an hour. One topic is covered each month. There are two session times offered on the same day for you to choose from.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

MIT Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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