Chris Chen will participate in a panel with Money Talk Tuesday with Dr Gina Arons and Attorney David Kellem to discuss issues in divorce financial planning. Money Talk Tuesday is sponsored by the State Treasurer’s Office of Economic Empowerment. Register at the site.

Chris Chen will be teaching a class on the four major stages of retirement, offered by Lexington Community Education via Zoom.  Topics covered will include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security "tax trap" is and how you can avoid it; why […]