5th Annual Symposium

By Chris Chen CFP | Financial Planning

Feb 07

5th Annual Symposium

Oakley CCThe 5th Annual Symposium on Divorce Financial Issues will be held on Friday March 24, 2017 at the Oakley Country Club in Watertown, MA. The Symposium provides a full day devoted to Financial Issues for Divorce Professionals such as therapists, coaches, mediators and lawyers.

This year, the Symposium is a fundraiser in support of the Community Dispute Settlement Center (CDSC), a 501(c)(3) not for profit mediation and training center dedicated to providing an alternative and affordable forum for resolving conflict. Part of the registration fee will be donated to CDSC.

The Symposium is offered by Insight Financial Strategists LLC, a Registered Investment Advisor with a focus and expertise in Divorce Financial Planning , in conjunction with the speakers and their respective firms.

This year’s presenters include

Ross Grifkin, a banker in Waltham, MA: buying out a small business in a divorce.

Kim Whelan a mediator in Newton, MA: tricks and traps of the middle income divorce.

David Kellem a lawyer and mediator in Hingham, MA: the post divorce budget and how it impacts divorce settlements and negotiation

Bill Coyne, a lawyer in Newton, MA: divorce as your last estate plan

Chris Chen, a financial planner in Waltham: divorce and disability insurance

The Symposium will be held at the Oakley Country Club in Watertown, MA on Friday March 24 from 8:30 to 4:30. Continental breakfast and a buffet lunch will be served. The cost of the Symposium is $195. Use code EARLY75 for a $75 early bird discount valid until March 5, 2017. Please register here

We look forward to see you there!




About the Author

Chris Chen CFP CDFA is the CEO and a Wealth Strategist with Insight Financial Strategists LLC in the Boston area. He specializes in retirement planning and divorce financial planning