MIT Federal Credit Union
IAP Non-Credit Class: Responsible Investing
Jan/24 | Wed | 11:00AM–12:00PM |
Please join MIT alum Mark Porter, CFA® CFP® as he walks through the topic of Socially Responsible Investing: what it is and why it can matter. The talk itself will last around 20 to 30 minutes with plenty of time left for questions.
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
IAP Non-Credit Class: Financial Planning 101
Jan/24 | Wed | 10:00AM–11:00AM |
Please join MIT alum Mark Porter, CFA® CFP® as he walks through some of the basics of personal financial planning. Topics will include cash reserves, debt management, insurance, investing and estate planning. The talk itself will last around 30 to 40 minutes with plenty of time left for questions.
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
IAP Non-Credit Class: Home Buying Keys to Success
Jan/17 | Wed | 10:30AM–11:30AM |
Please join MIT Federal Credit Union's Vice President of Mortgage Operations Dmitriy Banar as he walks through some of the Home Buying Keys to Successes such as:
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Importance of Getting Pre-Approved
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Mortgage Process
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Roles of Realtors, Attorneys & Lenders
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Interest Rate Market Trends