Event Details

Becoming a parent is a joyous and life altering event. It can also have a serious impact on your finances. How can you best protect your children? How can you best plan for their future? Come learn the essentials from Mark Porter '05, CERTIFIED FINANCIAL PLANNER™, and Brian Mahoney, Esq. on topics such as:

• Wills
• Emergency and Permanent Guardianship Provisions
• Trusts
• Education Savings Options
• Life Insurance
• Disability Insurance

The seminar itself will last 60 minutes and then Brian and Mark will be available for questions.

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. 





Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated.  The investment products sold through LPL Financial are not insured MIT Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the MIT Federal Credit Union and are not endorsed, recommended or guaranteed by MIT Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: CA, GA, IL, MA, NH, OH, and RI.​

Brian Mahoney, the credit union, and LPL Financial are not affiliated.
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