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

Eating Healthy on a Budget

Wednesday, March 20, 2019 - 12:00pm to 1:30pm

Building: 46-3189 (Brain and Cognitive Sciences)

Presenter: Heidi Roth, RD, LDN, B.S.; Owner, Heidi Roth Nutrition

Want to slim your waistline but not your wallet? Learn how to make healthier choices at the grocery store while saving money in the process. This seminar will:

  • Answer questions such as, “What does ‘healthy’ eating really mean? Should I buy all organic? Should I buy more produce?”
  • Provide practical tips for optimizing your nutritional consumption while on a tight budget
  • Cover shopping strategies that can save you time and money and reduce food waste

Money Smart: Raising Finance-Wise Kids

Thursday, March 28, 2019 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

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

This seminar will share best practices on teaching your children about earning money, saving, budgeting, taxes, investments, and credit. Parents will be empowered to incorporate these financial concepts into their children’s everyday lives. A financial educator will provide you with:

  • Suggestions on allowances and other ways children can earn money
  • Strategies for teaching children how to budget to achieve short- and long-term saving and spending goals
  • Tips for introducing children to the principles of taxation, investing, and using credit wisely
  • Concrete, age-appropriate exercises to do with children that promote good finance behavior

 

Lattes, Loans, and Life Decisions: Developing Healthy Financial Behaviors

Tuesday, April 2, 2019 - 12:00pm to 1:30pm

Building: 76-156 (Koch Institute for Integrative Cancer Research) 

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

Are the best things in life really free? Those of us who live in the real world know that’s only half true. For most of us, well-being is in part dependent on having the savings necessary to lead a safe, comfortable, and healthy lifestyle. This seminar is focused on improving your financial decision-making skills to ensure a financially secure future. We will focus on:

  • How to make a realistic budget
  • Strategies for developing healthy financial habits
  • How to save for retirement and ways to invest your savings

Saving for College: The Importance of Getting an Early Start

Tuesday, April 9, 2019 - 12:00pm to 1:30pm

Building: 76-156 (Koch Institute for Integrative Cancer Research)

Presenter: Shannon Vasconcelos, M.A.; Senior Manager of College Finance, Bright Horizons Education & College Advising

Saving for college can seem like an insurmountable task, and selecting the right savings plan causes anxiety for the majority of families. Parents and grandparents have many questions about the best ways to start saving for college when children are young. This workshop provides an introduction to the tax advantaged savings plans commonly used to plan for future college expenses. A College Coach expert will educate families about:

  • Choosing the right savings plan
  • How decisions today may impact eligibility for future financial aid
  • Common strategies used to save and pay for college
  • Key considerations regarding financial flexibility, control, and taxation to keep in mind throughout the process

Understanding the Legal Landscape of Aging

Wednesday, April 10, 2019 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences) 

Presenter: Patricia C. D’Agostino, J.D.; Partner, Margolis & Bloom, LLP

This seminar will help you understand a range of services and resources that are available to elder caregivers. It will provide you with the tools to help you in the planning, assessment, and implementation of care for your loved ones with a focus on the timing, mechanics, and legal issues involved. We will cover everything from Medicaid to your rights as a caregiver. Attorney Patricia C. D'Agostino will help debunk common myths and clarify the rules of coverage to help you better navigate the legal landscape of aging.

Optimizing Your Social Security Benefit

Wednesday, April 17, 2019 - 12:00pm to 1:30pm

Building: 46-3189 (Brain and Cognitive Sciences)

Presenter: Francine Kollias, B.A.; Social Security Consultant and Educator

Considering retirement, but not quite sure how to maximize the government benefits available to you? This session will help. Come learn the ins-and-outs of Social Security and Medicare benefits and enrollment, including:

  • Common Social Security myths
  • Qualification guidelines for Retirement, Survivor, and Disability benefits
  • Medicare basics and enrollment requirements
  • Filing procedures and timeframes around applying for benefits
  • Helpful online services provided by the Social Security Administration

Couples and Money: What's Love Got To Do With It?

Wednesday, May 15, 2019 - 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