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 2018, 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.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member
. 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.
We apologize, but this session is full. Please email email@example.com if you would like to be added to the wait list.
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Basics of Financial Planning
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