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  • October 2017

  • Sat 28

    Challenges with Valuing Defined Benefit Pensions in Divorce

    October 28, 2017 @ 8:00 AM - 5:00 PM
    Crowne Plaza, Chicago IL 733 West Madison, Chicago, IL, United States

    Although becoming less numerous, divorce practitioners continue to have a number of clients where one or both parties have defined benefit pensions.  Like social security, pensions provide a stream of income to the beneficiary with no specific value as opposed to most other financial accounts.  Hence divorce lawyers, mediators and judges tend to divide the […]

  • November 2017

  • Wed 1

    Money Management and Investment: Retirement

    November 1, 2017 @ 2:00 PM - 3:30 PM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    Wealth strategist Jim Wood from Insight Financial Strategists LLC will present money management considerations for your pre-retirement “accumulation period” and your post retirement “distribution period.” Call 781-698-4840 to register.

  • Wed 8

    Retirement Investment Strategies – Book Club presentation

    November 8, 2017 @ 7:00 PM - 9:00 PM

    You’ve worked hard for years. But is your money growing at the right rate? Have you saved enough to take into account the effects of inflation on your lifestyle, our increased longevity, the uncertainties of the economy and financial markets, and taxes? Jim Wood addresses these questions and more.

  • Wed 15

    Money Management and Investment: Retirement

    November 15, 2017 @ 1:00 PM - 2:30 PM
    Bedford Senior Center (Council on Aging) 12 Mudge Way, Bedford, MA, United States

    Wealth strategist Jim Wood from Insight Financial Strategists LLC will present money management considerations for your pre-retirement “accumulation period” and your post retirement “distribution period.” Call (781) 275-6825 to register.

  • December 2017

  • Sat 9

    Divorce Matters Workshop: Next Step: Untying the Legal, Emotional and Financial Knot

    December 9, 2017 @ 9:00 AM - 12:00 PM
    Wellesley Community Center 219 Washington Street, Wellesley, MA, United States

    This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained professionals will provide you with knowledge and information you need to know to empower you through the divorce process with confidence and peace of mind. […]

    $30.00
  • January 2018

  • Thu 25

    Canceled: Making a Social Impact Through Your Investments

    January 25, 2018 @ 7:00 PM - 8:30 PM
    Newton North High School 457 Walnut Street, Newtonville, MA, United States

    In the last few years investors both large and small have shown great interest in supporting socially impactful business that also exhibit sustainable financial performance. Many investors have added a […]

  • February 2018

  • Sat 10

    Divorce Matters Workshop: Next Step: Untying the Legal, Emotional and Financial Knot

    February 10, 2018 @ 9:00 AM - 12:00 PM
    Wellesley Community Center 219 Washington Street, Wellesley, MA, United States

    This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained […]

    $30.00
  • March 2018

  • Fri 30

    Sailing On: a Guide for Transitioning into Retirement

    March 30, 2018 @ 11:00 AM - 1:00 PM
    UMASS Boston 100 Morrissey Blvd., 3rd Floor, Dorchester, MA
  • April 2018

  • Tue 24

    Sailing On: a Guide for Transitioning into Retirement

    April 24, 2018 @ 2:00 PM - 3:00 PM
    UMASS Boston 100 Morrissey Blvd., 3rd Floor, Dorchester, MA
  • Thu 26

    Sustainable Investing: Making a Social Impact Through Your Investments

    April 26, 2018 @ 7:00 PM - 8:30 PM
    Lexington High School, 226 251 Waltham Street, Lexington, MA, United States

    In the last few years investors both large and small have shown great interest in supporting socially impactful business that also exhibit sustainable financial performance. Many investors have added a […]

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