3rd Annual Symposium on Divorce Financial Issues

By Chris Chen CFP | Divorce Planning

Jan 14

3rd Annual Symposium on Divorce Financial Issues

Highlights include overall tax considerations, retirement planning, child & spousal support, social security both now and in the future, and more.

While marriage may be about love, divorce is usually about money. As such, the Symposium on Divorce Financial Issues is aimed at providing a deeper perspective of tax and other financial issues. Divorce is a critical decision-making time in people’s lives; it occurs in a highly stressful environment where husbands and wives often don’t grasp all the facts and thus may be ill-equipped to evaluate the long-term implications of their decisions.

This symposium is directed toward divorce professionals, including lawyers, CPAs, mediators, coaches and any other professionals interested in divorce issues. Our goal is to ensure that your divorcing clients become better informed of all financial issues and any consequences.

The day’s agenda will cover a broad spectrum of financial issues. Financial planners often spend 80% of their effort dealing with tax issues which impact only 20% of a divorced person financial future, while non-tax issues often contribute 80% of the financial impact on a divorcing individual’s life and get a lot less attention. This symposium will open the doors to better service and results for your clients.

The Symposium will be held on Friday February 13 February 20 from 8:45 AM to 4PM at the Oakley Country Club in Watertown at 410 Belmont Street, Watertown, MA 02472.

The program speakers are a distinguished group of divorce practitioners and will include Justin Kelsey, Esq, Chris Chen, CFP®, CDFA™, Diane Pappas, CDFA™, Tom Seder, CDFA™, Jessie Foster, CFP®, CDFA™

The cost of attendance to the Symposium is $95 for early birds who sign up before February 6, and $195 for others, including a continental breakfast and a buffet lunch.  The profits from the Symposium will be donated to the Greater Boston Food Bank.  Please sign up here and enter code EARLYBIRD for the discount.

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About the Author

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

Lauren Desforge February 12, 2015

Could you please confirm if the symposium in on Friday, February 20 or March 20? Eventbrite shows March 20, 2015 and your posting says February 20.

Sincerely,
Lauren Desforge

    Chris Chen CFP March 4, 2015

    I apologize for getting late to this. The Symposium was rescheduled to March 20 due to weather issues.

Chris Chen CFP February 12, 2015

We have introduced an additional discount code for those who are able to come now because of the change in schedule. Enter LASTCALL for $90 off the entrance price. Remember all Symposium profits go to the Greater Boston Food Bank!

Chris Chen February 12, 2015

Because of the snow, the Symposium is delayed until Friday March 20. Drive safe and see you there!!

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