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Event Details

Event Name:Financial Planning 101 - Session 1
Date:January 13, 2021
Start Time:5:15 PM
Duration:1 day
Location:Zoom - info will be provided upon registration.
Contact Name:Mark Porter
Phone:781.562.1800
Description:

Enrollment: Unlimited: Advance sign-up required
Attendance: Participants welcome at individual sessions

MIT has done a great job teaching students how to earn money. Unfortunately, no one teaches students what to do with it when they get it!

This hour-long seminar will offer the basics of a financial-planning approach. It will cover definitions and best practices regarding:

• Cash reserves
• Liability management
• Tax planning
• Insurance planning
• Savings vehicles
• Investments

The class will be most useful for those already working or graduating in 2021, but all are welcome.

Register here

A zoom link will be sent after registeration.



During this presentation, stocks, bonds, mutual funds, and ETFs will be discussed, which has various risks including loss of principal and may not be suitable for every investor.

Sponsor(s): MIT Federal Credit Union
Contact: Mark Porter, Zoom, 781.562.1800, mark.porter@lpl.com


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