Workshops

Fall 2022 workshops

The Office of Graduate Education will host a series of financial literacy workshops during the Fall 2022 semester. The slate of the spring workshops is laid out below and additions will be made in the coming weeks.

Applying to Graduate Fellowships (Pre-recorded Workshop)
Sept. 21, 11:00 – 12:00 EST via Zoom
Pre-recording from: Scott Tirrell, Director of Graduate Fellowships, OGE
Q&A with Alexander Kossak, Graduate Community Fellow
Why are fellowships great? What is the application process? What are the types of resources available? Listen to the recording of a previous “Applying to Graduate Fellowships” workshop and get tips on personal statements and research proposals. Afterward, there will be a Q&A session to direct you towards resources to prepare you for applying this upcoming school year and beyond.

Introduction to Investing Part 1
Oct. 12 11:00 – 12:00 via Zoom
Emily Freund, 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.

Introduction to Investing Part 2
Oct. 26 11:30 – 12:30 via Zoom
Emily Freund, Fidelity Investments

A slightly more advanced discussion that will build on the knowledge offered in Part 1. Emily Freund, Fidelity Investments, will discuss asset allocation, asset location, and understanding the market and economic business cycle.

Introduction to Investing Part 3
Nov. 16 11:30 – 12:30 via Zoom
Emily Freund, Fidelity Investments
Emily Freund, Fidelity Investment, will return for the final part of our series to discuss choosing investment vehicles and offer tips for fund selection. We will also introduce some more advanced investing topics such as options trading and factor-based investing.

Summer 2022 workshops

It may be the summer, but the OGE Financial Literacy initiative continues! Once 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. The OGE Graduate Community Fellow (GCF), Alex Kossak, and the OGE Director of Graduate Fellowships 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” 3 (Investing)
Aug. 18, 2022 11:30 – 12:30 EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE & Alexander Kossak, Graduate Community Fellow
This week the suggested topic is investing, but we are happy to discuss any questions you have related to the finances of a graduate student.

Summer “Walk-In” 2 (Credit, Credit Cards, and Budgeting)
July 7, 2022 11:30 – 12:30 EST via Zoom
Scott Tirrell, Director of Graduate Fellowships, OGE & Alexander Kossak, Graduate Community Fellow
This week the suggested topic is credit, credit cards, and budgeting, but we are happy to discuss any questions you have related to the finances of a graduate student.

Summer “Walk-In” 1 (Renting & Homeownership)
June 9, 2022 11:30 – 12:30 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.

TAX INFORMATION WORKSHOPS

The VPF Tax team will host two virtual tax workshops on Tuesday, March 2, 2022, 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 on Monday, March 7.

The tax team advises students to attend these workshops in advance of filing their 2021 tax returns.

The first workshop will include a presentation by representatives of Sprintax and updates from the VPF HR/Payroll and Tax teams and the second workshop 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, 2022, 7:00 PM, EST
Generally, International Students in the U.S. 5 years or less.
Zoom Link: https://mit.zoom.us/j/91876652659

Tax Workshop for U.S. Citizens and Resident Students and Scholars
March 2, 2022, 8:00 PM, EST
U.S. citizens, U.S. legal permanent residents, international students in the U.S. more than 5 years; international scholars in the U.S. more than 2 years.
Zoom Link: https://mit.zoom.us/j/98963398542

For more information, visit our Taxes page.

Did you know?

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