Please join MIT alum Mark Porter, CFA® CFP® as he walks through some of the basics of personal financial planning.  Topics will include cash reserves, debt management, insurance, investing and estate planning.  The talk itself will last around 30 to 40 minutes with plenty of time left for questions.

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value