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
The class will be most useful for those already working or graduating in 2020, but all are welcome.
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.
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
. 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. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NH, NV, OH, PA, RI, TN, VA, WA. 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
We apologize, but this session is full. Please email firstname.lastname@example.org if you would like to be added to the wait list.
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Basics of Financial Planning
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