Financial Well-Being

... Your Lifelong Investment

Money doesn't buy happiness. But understanding, managing, and communicating about finances can improve the quality of your life and relationships. These seminars will help you take charge of your budget, financial short-term and long-range planning, as well as estate and retirement planning.

Presented by The MIT Work-Life Center

Living Your Life and Managing Your Debts

Wednesday, March 18, 2020 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Jimmy Becker, M.B.A.; Founder, Financially Speaking

So, you’ve borrowed money and now you need to pay it back. While taking on debt is no doubt stressful, it doesn’t have to mean your world stops turning. This seminar is focused on the best strategies for borrowing money, repaying it, and creating spending strategies that will enable you to live the life you want. You will leave understanding:

  • Different types of consumer debts and which to pay down first
  • Your credit score and its impact on your borrowing
  • Considerations around filing for bankruptcy
  • When to save more money versus paying off debt
  • Strategies to manage spending and generate savings

Investing 201: Continuing the Conversation

Wednesday, April 1, 2020 - 5:00pm to 7:00pm

Building: NE49-5000 (600 Technology Square)

Presenter: Steven Dimitriou, A.I.F., Q.P.F.C.; Managing Partner, Mayflower Advisors

Dinner will be available beginning at 5:00 p.m. and the seminar presentation will run from 5:30 - 7:00 p.m.

Knowledge is power – especially when it comes to investing your hard-earned money! This seminar is intended for those with a foundational understanding of investments. After a brief review of Investing 101: Learn the Basics (presented in Fall 2019), we will do a deep dive into the various investment vehicles and options, specifically the advantages and disadvantages of IRAs, Roth IRAs, Annuities, and 529 Plans.

Couples and Money: What’s Love Got to Do with It?

Wednesday, April 29, 2020 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Ina Bachman, L.I.C.S.W., T.I.W.C., C.E.A.P.; Founder and Coach, Bachman Coaching

This seminar will examine the powerful impact money has on relationships. During this discussion, you will:

  • Analyze how couples think and communicate about money
  • Understand why couples fight about money
  • Explore simple tactics for avoiding money roadblocks that may affect your relationship
  • Receive advice around building a resilient partnership that can withstand financial concerns and challenges

Before You Borrow: Exploring Your College Finance Options

Tuesday, May 5, 2020 - 12:00pm to 1:30pm

Building: 46-3015 (Brain & Cognitive Sciences)

Presenter: Jeanne Mahan, M.A.; Senior Manager of College Finance, Bright Horizons College Advising

Financing a college education is a big commitment that can affect students and families for decades. So, don’t borrow willy-nilly. Invest in your future and join this seminar to better understand the various options, and the long-term consequences, that go along with borrowing. You will receive:

  • An overview of available college financing options
  • Information on borrowing, including who should do it, how much to borrow, what to consider when cosigning, and how to plan beyond the first year
  • Tools to calculate the true cost of borrowing loans, factoring in fees, interest, and repayment terms

Understanding, Negotiating, and Appealing Financial Aid and Merit Scholarship Offers (Webinar)

Tuesday, March 24, 2020 - 12:30pm to 1:30pm

Presenter: Stacey MacPhetres, M.A.; Director of College Finance, Bright Horizons College Advising

Your financial aid and merit offers are in. What’s next? It’s time to take a look at your need-based financial aid and merit scholarship offers from colleges to figure out how much they’ll actually reduce your student’s college costs. In this webinar, parents will learn how to:

  • Understand and compare their various offers
  • Differentiate between “financial aid” and “financing options”
  • Establish the real costs of college and the renewability of financial aid
  • Negotiate and ask for additional merit scholarship funds
  • Appeal for additional financial aid

 Register through College Coach