Workshops

Spring 2023 workshops

The Office of Graduate Education will host a series of financial literacy workshops during the Spring 2023 semester. The slate of the spring workshops is laid out below and additions will be made in the coming weeks.

Introduction to Investing Part 1: “Five Money Musts”
February 28 12:00pm – 1:00pm 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: Principles of Investing and Managing a Portfolio
March 22 12:00pm – 1:00pm 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: Tools for Investing; Online Demo
April 26 12:00pm – 01:00pm 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.

Tax Workshops

The Office of the Vice President for Finance (VPF) sponsors Individual Tax Workshops for MIT students and scholars typically in February and March. The purpose of these workshops is to provide general guidance to students and scholars on the process of filing U.S. and MA tax returns. The workshops are not intended to provide individual tax advice.

Tax workshops for the 2022 tax year have been scheduled and can be viewed below:

Nonresident Students
February 21, 2023, 7:00 PM – 8:30PM, EST
Presented by Sprintax, No registration required
Zoom link can be obtained here

For more information, visit our Taxes page.

Did you know?

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