Workshops

Summer 2021 “Walk-In” Hours

It may be the summer, but the OGE Financial Literacy initiative continues! Twice a month, we’ll be hosting summer “walk-in” sessions on Zoom.

These will be less structured events that will give graduate students a chance to discuss financial-related topics from budgeting to fellowships to investing. OGE’s series of summer “walk-in” sessions will give you a venue to come and ask your questions, discuss with other students, and share helpful resources.

There will be a suggested topic each week, but we are happy to discuss any questions you have related to the finances of a graduate student. OGE Graduate Community Fellow (GCF), Alex Kossak, and OGE Director of Graduate Fellowships, Scott Tirrell, will be on hand to guide the conversation. Please RSVP below; all those who RSVP will receive the Zoom link. Note: These sessions will not be recorded.

Summer “Walk-In” 5 (Budgeting)
Aug 5, 2021 11:30 – 12:30 PM EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE &
Alexander Kossak, Graduate Community Fellow
This week the suggested topic is budgeting, but we are happy to discuss any questions you have related to the finances of a graduate student.

Summer “Walk-In” 4 (Family Planning)
Jul. 22, 2021 11:30 – 12:30 PM EST via Zoom
Adj Marshall, Graduate Families Program Administrator, OGE; Scott Tirrell, Director of Graduate Fellowships, OGE &
Alexander Kossak, Graduate Community Fellow
This week the suggested topic is family planning, but we are happy to discuss any questions you have related to the finances of a graduate student.

Summer “Walk-In” 3 (Renting & Homeownership)
Jul. 8, 2021 11:30 – 12:30 PM EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE &
Alexander Kossak, Graduate Community Fellow
This week the suggested topic is renting and homeownership, but we are happy to discuss any questions you have related to the finances of a graduate student.

Summer “Walk-In” 2 (iGrad)
Jun. 24, 2021 11:30 – 12:30 PM EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE &
Alexander Kossak, Graduate Community Fellow
This week the suggested topic is iGrad, but we are happy to discuss any questions you have related to the finances of a graduate student.

Summer “Walk-In 1” (Crypto)
Jun. 10, 2021 11:30 – 12:30 PM EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE &
Alexander Kossak, Graduate Community Fellow
This week the suggested topic is cryptocurrency, but we are happy to discuss any questions you have related to the finances of a graduate student.

Spring 2021 Workshops

The Office of Graduate Education hosted a series of financial literacy workshops during the Spring 2021 semester. The slate of spring workshops is laid out below.

Robo-Advisors
Feb. 22, 2021 11:30 – 12:30 PM EST via Zoom
Alexander Kossak, Graduate Community Fellow
An introduction to why one would choose robo-advising for their investment accounts. We will discuss what options currently exist, how they differ, and the reasons you may want to use a robo-advisor.

Introduction to Investing Part I
Mar. 24, 2021 11:30 – 12:30 PM EST via Zoom
Fidelity Investments
A discussion of getting your finances to the point where you can begin thinking about investing as a vehicle for your money. Topics covered will include taking on debt vs. savings, the basics of asset classes (i.e., stocks, bonds, real estate, cash, digital assets, etc.), financial independence, and different types of accounts to use for different goals. Joined by Hayley Newhall, Fidelity Investments.

Introduction to Investing Part II
Apr. 13, 2021 11:30 – 12:30 PM EST via Zoom
Fidelity Investments
A slightly more advanced discussion that will build on the knowledge offered in Part 1. Hayley Newhall, Fidelity Investments will discuss asset allocation, asset location, and understanding the market and economic business cycle.

Introduction to Investing Part III
Apr. 22, 2021 11:30 – 12:30 PM EST via Zoom
Fidelity Investments
Hayley Newhall, Fidelity Investments will return to discuss choosing investment vehicles and offer tips for fund selection.

Introduction to Cryptocurrency
May 4, 2021 11:30 – 12:30 PM EST via Zoom
Daniel Marquez, MIT Media Lab
Cryptocurrencies are digital currencies not backed by real assets or tangible securities. They are traded between consenting parties with no broker and tracked on digital ledgers. We will discuss how one invests and what the associated risks are.

Applying to Graduate Fellowships
May 19, 2021 11:30 – 1:00 PM EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE
Why are fellowships great? What is the application process? What are the types of resources available? Tips on personal statements and research proposals. Just a great place to ask questions and prepare to apply for fellowships for the next school year!

Tax Information Workshops

The VPF Tax team will host two virtual tax workshops on Tuesday, March 2, 2021, beginning at 7 PM EST.

A session for nonresident international students is scheduled for 7-8 PM, and a session for U.S. citizens and residents (both students and scholars) will follow from 8-9 PM. The presentation will be held as a Zoom webinar and will be recorded and available on the VPF Tax Guidance for Nonresident Aliens website shortly after the live event.

The tax team advises students to attend these workshops in advance of filing their 2020 tax returns.

The workshops will feature presentations prepared in collaboration with VPF Tax and HR/Payroll teams, the Office of Graduate Education, the International Scholars Office, the International Students Office, and Student Financial Services.

Open to the MIT community with Kerberos ID. No registration required.

Tax Workshop for Nonresident International Students
March 2, 2021, 7:00 PM, EST
Generally, International Students in the U.S. 5 years or less

Tax Workshop for U.S. Citizens and Resident Students and Scholars
March 2, 2021, 8:00 PM, EST
International Students in the U.S. more than 5 years; International Scholars more than 2 years; U.S. Legal Permanent Residents

For more information, visit our Taxes page.

See More

Information about additional financial literacy workshops will be posted here throughout the year.

 

Did you know?

Every semester, the MIT Federal Credit Union also hosts workshops on financial planning topics.