BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Insight Financial Strategists - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Insight Financial Strategists X-ORIGINAL-URL:https://insightfinancialstrategists.com X-WR-CALDESC:Events for Insight Financial Strategists REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20240304T190000 DTEND;TZID=America/New_York:20240304T203000 DTSTAMP:20260416T235008 CREATED:20231211T163347Z LAST-MODIFIED:20231211T163347Z UID:6719-1709578800-1709584200@insightfinancialstrategists.com SUMMARY:4 Tax Traps in Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/four-tax-traps-in-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240212T190000 DTEND;TZID=America/New_York:20240212T203000 DTSTAMP:20260416T235008 CREATED:20231211T163754Z LAST-MODIFIED:20231211T164059Z UID:6717-1707764400-1707769800@insightfinancialstrategists.com SUMMARY:New Retirement Planning Opportunities DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nThe SECURE Act has changed many aspects of retirement planning\, including the rules around Required Minimum Distributions\, the use of annuities within retirement plans\, estate planning considerations\, contribution limits\, and updated rules on catch-up contributions. \nWith this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities. URL:https://insightfinancialstrategists.com/event/new-retirement-planning-opportunities/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240122T190000 DTEND;TZID=America/New_York:20240122T203000 DTSTAMP:20260416T235008 CREATED:20231211T163550Z LAST-MODIFIED:20231211T163550Z UID:6715-1705950000-1705955400@insightfinancialstrategists.com SUMMARY:7 Steps to a Successful Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/seven-steps-to-successful-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231030T190000 DTEND;TZID=America/New_York:20231030T203000 DTSTAMP:20260416T235008 CREATED:20230809T175507Z LAST-MODIFIED:20230809T175507Z UID:6521-1698692400-1698697800@insightfinancialstrategists.com SUMMARY:Navigating Legal Changes and Maximizing Retirement Planning DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nThe SECURE Act has changed many aspects of retirement planning\, including the rules around Required Minimum Distributions\, the use of annuities within retirement plans\, estate planning considerations\, contribution limits\, and updated rules on catch-up contributions. \nWith this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities. URL:https://insightfinancialstrategists.com/event/navigating-legal-changes-and-maximizing-retirement-planning/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231016T190000 DTEND;TZID=America/New_York:20231016T203000 DTSTAMP:20260416T235008 CREATED:20230809T194813Z LAST-MODIFIED:20230809T194813Z UID:6528-1697482800-1697488200@insightfinancialstrategists.com SUMMARY:The Four Stages of Taxes in Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/the-four-stages-of-taxes-in-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231002T190000 DTEND;TZID=America/New_York:20231002T203000 DTSTAMP:20260416T235008 CREATED:20230809T180230Z LAST-MODIFIED:20230809T180230Z UID:6525-1696273200-1696278600@insightfinancialstrategists.com SUMMARY:Seven Steps to Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/seven-steps-to-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230509T190000 DTEND;TZID=America/New_York:20230509T203000 DTSTAMP:20260416T235008 CREATED:20230320T182857Z LAST-MODIFIED:20230320T182857Z UID:6342-1683658800-1683664200@insightfinancialstrategists.com SUMMARY:Retirement Plain and Simple DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple3/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230411T190000 DTEND;TZID=America/New_York:20230411T203000 DTSTAMP:20260416T235008 CREATED:20230323T134555Z LAST-MODIFIED:20230323T134555Z UID:6344-1681239600-1681245000@insightfinancialstrategists.com SUMMARY:The New Retirement Rules: Understanding SECURE Act 2.0 DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nThe SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention. The SECURE Act 2.0 rules impact 401(k) plans\, IRAs\, 529s\, Required Minimum Distributions and more. In this workshop\, you will learn: Why your 401(k) plans will look different in the future\, New age requirements for taking distributions from your retirement accounts. “The Death of the Stretch IRA” and what it means for your family. How 529 plan funds can jumpstart retirement savings. One way young professionals can save for retirement and pay student loan debt. The importance of planning and managing your taxes. How small businesses can benefit from starting a retirement plan. URL:https://insightfinancialstrategists.com/event/the-new-retirement-rules-secure-act/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230320T190000 DTEND;TZID=America/New_York:20230320T203000 DTSTAMP:20260416T235008 CREATED:20221206T142125Z LAST-MODIFIED:20221206T142125Z UID:6087-1679338800-1679344200@insightfinancialstrategists.com SUMMARY:Tax Planning Strategies for the Four Major Stages of Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. \nRetirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/tax-planning-strategies-for-the-four-major-stages-of-retirement2/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230117T190000 DTEND;TZID=America/New_York:20230117T203000 DTSTAMP:20260416T235008 CREATED:20221206T141136Z LAST-MODIFIED:20221206T141136Z UID:6082-1673982000-1673987400@insightfinancialstrategists.com SUMMARY:Retirement Plain and Simple DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple2/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221129T160000 DTEND;TZID=America/New_York:20221129T170000 DTSTAMP:20260416T235008 CREATED:20221117T161429Z LAST-MODIFIED:20221117T161756Z UID:6028-1669737600-1669741200@insightfinancialstrategists.com SUMMARY:How and why financial advisers are embracing direct indexing DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \nSMAs have been described as a mutual fund for an audience of one\, while direct indexing may be considered an index for an audience of one. They’re powerful but controversial tools\, formerly limited to ultra-wealthy investors. As new technologies and platforms quickly expand access to a broader universe of investors\, direct investing is helping financial advisers add new value in an uncertain market environment. \nJoin us for an informative look at how direct investing can help your clients. This session will include: \n\nAdvantages and pitfalls of this approach\nHow taxes—and tax efficiency—figure in\nHow to identify clients who could benefit\n\nSpeakers: \n\nD.J. Tierney\, Director\, Charles Schwab & Co.\, Inc\nChris Chen\, CFP® \, CEO\, Insight Financial Strategists\nJeff Benjamin\, Senior Columnist\, InvestmentNews\n\n  URL:https://insightfinancialstrategists.com/event/how-and-why-advisers-embrace-direct-indexing/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221114T190000 DTEND;TZID=America/New_York:20221114T210000 DTSTAMP:20260416T235008 CREATED:20220815T174839Z LAST-MODIFIED:20220815T174839Z UID:5948-1668452400-1668459600@insightfinancialstrategists.com SUMMARY:Don’t Let Long Term Care Derail Your Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Long Term Care (LTC) is one of the most uncertain expenses of retirement\, and possibly the largest. \nMost people know that Medicare does not cover Long Term Care (with some minor exceptions) and\, therefore\, retirees have to find other ways to cover the costs. With the cost of LTC continuing to increase and cost projections in the hundreds of thousands\, it is critical for the rest of our retirement that we plan properly for this expense. \nThis workshop will examine the challenges that we all have in planning for LTC\, in particular with how long we may need it and how much it will cost. The workshop will propose a flexible framework that will allow you to plan so that you can minimize the risks to you and your wealth. \nWhen planned properly\, you will be free to focus your time on other more pleasant aspects of retirement. URL:https://insightfinancialstrategists.com/event/dont-let-long-term-care-derail-retirement/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221108T190000 DTEND;TZID=America/New_York:20221108T203000 DTSTAMP:20260416T235008 CREATED:20220719T212859Z LAST-MODIFIED:20220811T003827Z UID:5924-1667934000-1667939400@insightfinancialstrategists.com SUMMARY:The Bucket Investment Strategy DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog If you are like most people\, your investments are in a single asset allocation. \nMaybe you’ve gone with the typical 60% stocks and 40% bonds split or bought a lot of shares of the big tech companies. Perhaps you are conservative and are mostly in bonds. \nQuite possibly you aren’t even sure. \nThis workshop will cover the basics of the bucket strategy\, a method to manage risk in your portfolio. We’ll walk through a real example and discuss how to take on the appropriate amount of risk for your situation while not forgoing growth potential. \nOur objective is that you come out of the workshop with a better understanding of investment risks and\nreturns and how to balance them for your individual needs. URL:https://insightfinancialstrategists.com/event/bucket-investment-strategy/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221024T190000 DTEND;TZID=America/New_York:20221024T210000 DTSTAMP:20260416T235008 CREATED:20220815T174321Z LAST-MODIFIED:20220815T174321Z UID:5946-1666638000-1666645200@insightfinancialstrategists.com SUMMARY:Tax Planning Strategies for the Four Major Stages of Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Changes in the tax laws have introduced some tough challenges and some new opportunities for individuals. \nRetirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/tax-planning-strategies-four-major-stages-of-retirement/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221003T190000 DTEND;TZID=America/New_York:20221003T210000 DTSTAMP:20260416T235008 CREATED:20220815T173007Z LAST-MODIFIED:20220831T023644Z UID:5944-1664823600-1664830800@insightfinancialstrategists.com SUMMARY:Retirement Plain and Simple DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple-2/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220314T190000 DTEND;TZID=America/New_York:20220314T210000 DTSTAMP:20260416T235008 CREATED:20211213T073912Z LAST-MODIFIED:20211213T073912Z UID:5707-1647284400-1647291600@insightfinancialstrategists.com SUMMARY:Retirement Plain and Simple DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Retirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. This workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220215T190000 DTEND;TZID=America/New_York:20220215T203000 DTSTAMP:20260416T235008 CREATED:20211213T074443Z LAST-MODIFIED:20211213T074443Z UID:5709-1644951600-1644957000@insightfinancialstrategists.com SUMMARY:Planning for Financial Success After Divorce DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Many people start their post-divorce life not fully understanding the financial impact of their settlement. It’s hard enough adapting to a new life reality\, but even harder to adjust to a new standard of living\, new asset level\, and new financial goals. This course will help you focus on the key issues that will allow you to settle into a financially successful post-divorce life. It is usually more effective to plan sooner\, ideally before the agreement is final. You will start to develop the architecture of the financial plan for the rest of your life including managing your spending plan\, your debt\, and your assets. You will come out more confident about the future with a clear roadmap of what you need to do to get back on track. URL:https://insightfinancialstrategists.com/event/planning-for-financial-success-after-divorce-5/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211215T130000 DTEND;TZID=America/New_York:20211215T133000 DTSTAMP:20260416T235008 CREATED:20211208T204555Z LAST-MODIFIED:20211208T204555Z UID:5694-1639573200-1639575000@insightfinancialstrategists.com SUMMARY: DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Welcome to Student Loan Office Hours with Saki Kurose\, a Certified Student Loan Professional\, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get your custom student loan repayment strategy\, but this is a perfect place to ask me questions to get educated about student loans. URL:https://insightfinancialstrategists.com/event/5694/ LOCATION:MA ATTACH;FMTTYPE=image/jpeg:https://insightfinancialstrategists.com/wp-content/uploads/2021/10/Office_Hours.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211103T130000 DTEND;TZID=America/New_York:20211103T133000 DTSTAMP:20260416T235008 CREATED:20211025T110221Z LAST-MODIFIED:20211025T110221Z UID:5633-1635944400-1635946200@insightfinancialstrategists.com SUMMARY:Student Loan Office Hours DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Welcome to Student Loan Office Hours with Saki Kurose\, a Certified Student Loan Professional\, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get your custom student loan repayment strategy\, but this is a perfect place to ask me questions to get educated about student loans. URL:https://insightfinancialstrategists.com/event/student-loan-office-hours-2/ LOCATION:MA ATTACH;FMTTYPE=image/jpeg:https://insightfinancialstrategists.com/wp-content/uploads/2021/10/Office_Hours.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211006T173000 DTEND;TZID=America/New_York:20211006T180000 DTSTAMP:20260416T235008 CREATED:20210929T130313Z LAST-MODIFIED:20210930T195420Z UID:5614-1633541400-1633543200@insightfinancialstrategists.com SUMMARY:Student Loan Office Hours DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Welcome to Student Loan Office Hours with Saki Kurose\, a Certified Student Loan Professional\, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get your custom student loan repayment strategy\, but this is a perfect place to ask me questions to get educated about student loans. URL:https://insightfinancialstrategists.com/event/student-loan-office-hours/ LOCATION:MA ATTACH;FMTTYPE=image/jpeg:https://insightfinancialstrategists.com/wp-content/uploads/2021/09/Office_Hours.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210811T130000 DTEND;TZID=America/New_York:20210811T133000 DTSTAMP:20260416T235009 CREATED:20210720T040106Z LAST-MODIFIED:20210720T040130Z UID:5543-1628686800-1628688600@insightfinancialstrategists.com SUMMARY:Intro to Student Loan Repayment webinar DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog At this 30 minute webinar\, you’ll learn the basics of student loan repayment strategies. \nThis webinar is for anyone who wants to learn about the basics of student loan repayment strategies. \nYou will learn: \n-the first steps to start taking control of your student loans \n-why student loans may require a different repayment strategy from other debts \n-two strategies to save money \n-examples of mistakes made with student loans…and more! URL:https://insightfinancialstrategists.com/event/intro-to-student-loan-repayment-webinar-2/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2021/07/student-loan-banner-8-18.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210714T130000 DTEND;TZID=America/New_York:20210714T133000 DTSTAMP:20260416T235009 CREATED:20210629T073116Z LAST-MODIFIED:20210629T073116Z UID:5500-1626267600-1626269400@insightfinancialstrategists.com SUMMARY:Intro to Student Loan Repayment webinar DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog At this 30 minute webinar\, you’ll learn the basics of student loan repayment strategies. \nThis webinar is for anyone who wants to learn about the basics of student loan repayment strategies. \nYou will learn: \n-the first steps to start taking control of your student loans \n-why student loans may require a different repayment strategy from other debts \n-two strategies to save money \n-examples of mistakes made with student loans…and more! URL:https://insightfinancialstrategists.com/event/intro-to-student-loan-repayment-webinar/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2021/06/student-loan-banner-7-14.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210713T190000 DTEND;TZID=America/New_York:20210713T210000 DTSTAMP:20260416T235009 CREATED:20210707T043621Z LAST-MODIFIED:20210707T055027Z UID:5527-1626202800-1626210000@insightfinancialstrategists.com SUMMARY:Tax Planning Strategies for the Four Major Stages of Retirement: Preretirement\, Early\, Middle & Later Years – Summer DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Planning to retire? This Zoom workshop at Lexington Community Education will review retirement specific taxes at 4 stages of retirement. The Workshop is on July 13 from 7pm-9pm EST. Book your slot now! Click the link below: \nhttps://bit.ly/3qP6VhH URL:https://insightfinancialstrategists.com/event/tax-planning-strategies-for-the-four-major-stages-of-retirement-preretirement-early-middle-later-years-summer/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2020/12/chris.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210616T130000 DTEND;TZID=America/New_York:20210616T133000 DTSTAMP:20260416T235009 CREATED:20210522T053650Z LAST-MODIFIED:20210522T053650Z UID:5466-1623848400-1623850200@insightfinancialstrategists.com SUMMARY:Introduction to Student Loan Repayment Strategies DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog At this 30 minute webinar\, you’ll learn the basics of student loan repayment strategies. \nThis webinar is for anyone who wants to learn about the basics of student loan repayment strategies. \nYou will learn: \n-the first steps to start taking control of your student loans \n-why student loans may require a different repayment strategy from other debts \n-two strategies to save money \n-examples of mistakes made with student loans…and more! URL:https://insightfinancialstrategists.com/event/introduction-to-student-loan-repayment-strategies-2/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2021/05/student-loan-banner-6-16.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210518T110000 DTEND;TZID=America/New_York:20210518T120000 DTSTAMP:20260416T235009 CREATED:20210430T082255Z LAST-MODIFIED:20210430T082343Z UID:5436-1621335600-1621339200@insightfinancialstrategists.com SUMMARY:Introduction to Student Loan Repayment Strategies DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog This webinar is for anyone who wants to learn about the basics of student loan repayment strategies. \nYou will learn: \n-the first steps to start taking control of your student loans \n-why student loans may require a different repayment strategy from other debts \n-two strategies to save money \n-examples of mistakes made with student loans…and more! URL:https://insightfinancialstrategists.com/event/introduction-to-student-loan-repayment-strategies/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2021/04/eventbrite-banner-5-18.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210505T190000 DTEND;TZID=America/New_York:20210505T203000 DTSTAMP:20260416T235009 CREATED:20210409T080508Z LAST-MODIFIED:20210409T084006Z UID:5409-1620241200-1620246600@insightfinancialstrategists.com SUMMARY:Planning for Financial Success After Divorce DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Many people start their post-divorce life not fully understanding the financial impact of their settlement. It’s hard enough adapting to a new life reality\, but even harder to adjust to a new standard of living\, new asset level\, and new financial goals. This course will help you focus on the key issues that will allow you to settle into a financially successful post-divorce life. It is usually more effective to plan sooner\, ideally before the agreement is final. You will start to develop the architecture of the financial plan for the rest of your life including managing your spending plan\, your debt\, and your assets. You will come out more confident about the future with a clear roadmap of what you need to do to get back on track. URL:https://insightfinancialstrategists.com/event/planning-for-financial-success-after-divorce-4/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2021/04/chris.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210422T183000 DTEND;TZID=America/New_York:20210422T193000 DTSTAMP:20260416T235009 CREATED:20210326T132256Z LAST-MODIFIED:20210326T132303Z UID:5394-1619116200-1619119800@insightfinancialstrategists.com SUMMARY:STUDENT LOANS: An Introduction to Repayment Strategies DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Join @SakiKurose for a webinar about student loan repayment strategies on April 22 at 6:30pm ET. Click the link below to register for FREE: bit.ly/ifswebinar URL:https://insightfinancialstrategists.com/event/student-loans-an-introduction-to-repayment-strategies/ LOCATION:MA ATTACH;FMTTYPE=image/png:https://insightfinancialstrategists.com/wp-content/uploads/2021/03/intro-webinar-banner-template-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210324T180000 DTEND;TZID=America/New_York:20210324T193000 DTSTAMP:20260416T235009 CREATED:20210218T173015Z LAST-MODIFIED:20210218T173015Z UID:5329-1616608800-1616614200@insightfinancialstrategists.com SUMMARY:Divorce Boot Camp – Boston\, MA Hub (No-Cost Webinar) DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Are you contemplating divorce\, going through a divorce\, or post-divorce? \nJoin our ONLINE Divorce Boot Camp\, and we’ll help you get you prepared — emotionally\, financially\, and legally for what lies ahead. You will hear from industry experts in law\, finance\, real estate\, mortgages & credit\, and coping strategies. \nOur vetted professionals are experts in their field. They will provide you with valuable information\, tools\, and strategies to guide you through the divorce process\, allowing you to be a knowledgeable\, dynamic decision-maker. You will be able to make informed choices and confident decisions. You will leave understanding the impact of divorce both now and in your future. \nA brief presentation from our subject experts from our Boston\, MA Hub will be followed by a question and answer section. Visit our website to learn more about these fantastic Professionals. \nOur goal is to create an interactive setting centered around connection and education\, which leaves you feeling empowered. URL:https://insightfinancialstrategists.com/event/march-divorce-boot-camp-boston-ma-hub-no-cost-webinar/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210311T183000 DTEND;TZID=America/New_York:20210311T200000 DTSTAMP:20260416T235009 CREATED:20210218T172823Z LAST-MODIFIED:20210218T173047Z UID:5327-1615487400-1615492800@insightfinancialstrategists.com SUMMARY:Ask the Divorce Experts – Boston\, MA Hub (No-Cost Webinar) DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Join Vesta for a COMPLIMENTARY ONLINE event\, Ask the Divorce Experts\, to gather information about all aspects of the divorce process. \nAre you separated\, in the process of divorce\, or already divorced? Whatever stage you are in\, our Ask the Divorce Experts event has something for you. \nThese no-cost events are educational and empowering! From the comfort of your home or office\, you can: \n\nAsk questions of caring and experienced professionals from our Boston\, MA Hub in the fields of divorce law\, finance\, real estate\, parenting\, nutrition\, relationship coaching\, therapy\, fashion\, fitness\, and more.\nHear our professionals describe how they can best help you.\nMeet with the Professionals privately in break-out rooms. URL:https://insightfinancialstrategists.com/event/ask-the-divorce-experts-boston-ma-hub-no-cost-webinar/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210224T180000 DTEND;TZID=America/New_York:20210224T193000 DTSTAMP:20260416T235009 CREATED:20210218T172627Z LAST-MODIFIED:20210218T172627Z UID:5325-1614189600-1614195000@insightfinancialstrategists.com SUMMARY:Divorce Boot Camp – Boston\, MA Hub (No-Cost Webinar) DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog Are you contemplating divorce\, going through a divorce\, or post-divorce? \nJoin our ONLINE Divorce Boot Camp\, and we’ll help you get you prepared — emotionally\, financially\, and legally for what lies ahead. You will hear from industry experts in law\, finance\, real estate\, mortgages & credit\, and coping strategies. \nOur vetted professionals are experts in their field. They will provide you with valuable information\, tools\, and strategies to guide you through the divorce process\, allowing you to be a knowledgeable\, dynamic decision-maker. You will be able to make informed choices and confident decisions. You will leave understanding the impact of divorce both now and in your future. \nA brief presentation from our subject experts from our Boston\, MA Hub will be followed by a question and answer section. Visit our website to learn more about these fantastic Professionals. \nOur goal is to create an interactive setting centered around connection and education\, which leaves you feeling empowered. URL:https://insightfinancialstrategists.com/event/feb-divorce-boot-camp/ LOCATION:MA END:VEVENT END:VCALENDAR