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MIT FCU Investment & Retirement Planning

 

Overview  Services Offered  Meet Our Financial Planner  Educational Resources   FINRA BrokerCheck

 

Upcoming Webinars

Basics of Taxes

Wednesday, November 10, 2021
at 12:15pm and 3:15pm ET

Financial Planning 101

Wednesday, December 8, 2021
at 12:15pm and 3:15pm ET

Responsible Investing

Wednesday, January 12, 2022
at 12:15pm and 3:15pm ET

Child Protection Planning

Wednesday, February 9, 2022
at 12:15 pm and 3:15 pm

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.

Interested in attending a webinar? Reserve your spot now.

I'd like to RSVP

         

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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.

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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