Insight Financial Strategists

Basics of Estate Planning
2019-10-11 11:00 - 12:00 (America/New_York) | Burlington, MA
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Planning for Financial Success After Divorce
2019-10-17 19:00 - 20:30 | Concord-Carlisle Regional School District, 500 Walden St, Concord, Massachusetts, 01742
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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 can be challenging adapting to a new life, 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 be financially successful in your post-divorce life.
It is usually more effective to start the planning process as soon as possible, ideally before the agreement is final.
You will begin developing the architecture of your financial plan for the rest of your life. This includes managing your spending plan, your debt (including your mortgage) and your assets (including QDRO). You will come out more confident about the future with a clear roadmap of what you need to do to get back on track for your future.

Money Matters
2019-10-22 09:45 - 11:00, 2019-11-19 09:45 - 11:00, 2019-12-03 09:45 - 11:00 | Lexington Community Center, Room 232, 39 Marrett Road, Lexington, MA, 02421, United States
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog General money discussion group

Financial Planning for Life
2019-11-05 12:00 - 13:00 | Boston, MA, Boston, MA, United States

Ethics for Mediators, Lawyers and Financial Planners-Academy of Professional Family Mediators/Association of Divorce Financial Planners
2019-11-07 16:50 - 18:30 | Aloft Hotel, 401-403 D St, Boston, Massachusetts, 02210

Money Matters
2019-11-12 09:45 - 11:00 | Lexington Community Center, Room 232, 39 Marrett Road, Lexington, MA, 02421, United States
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog General money discussion group
Presentation of Four Keys to Minimize Taxes in Retirement will be made by Chris Chen

The Five Pillars of Personal Finance
2019-11-19 12:00 - 13:00 | Framingham, MA

Managing Personal Finances
2019-12-10 10:00 - 11:00 | UMASS Boston, 100 Morrissey Blvd., 3rd Floor, Dorchester, MA, 02125

Money Matters
2019-12-17 09:45 - 11:00 | Lexington Community Center, Room 232, 39 Marrett Road, Lexington, MA, 02421, United States
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog General money discussion group.

After The Holidays: Managing That Debt
2019-12-18 12:00 - 13:00 | eClinical Works, LLC, 2 Technology Drive, Westborough, Massachusetts, 01581, United States

The Five Pillars of Personal Finance
2020-02-04 12:00 - 13:00 | Boston Medical Center Corporation, One Boston Medical Center Place, Boston, MA, 02118, United States

Planning for Financial Success After Divorce
2020-02-26 19:00 - 21:00 | Lexington High School, 251 Waltham Street, Lexington, MA, United States

10 Strategies For Improving Your Finances
2020-02-27 12:00 - 13:00 | Boston Medical Center Corporation, One Boston Medical Center Place, Boston, MA, 02118, United States

Managing Personal Finances
2020-03-17 17:00 - 18:00 | Boston Medical Center Corporation, One Boston Medical Center Place, Boston, MA, 02118, United States

Divorce Friday
2020-08-28 11:00 - 12:00 | MA
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog Chris Chen and Diane Pappas will inaugurate Divorce Friday, a bi-weekly Facebook Live event. Divorce Friday will be discussing issues in divorce and post-divorce planning. The initial episode of Divorce Friday will cover the role of a Certified Divorce Financial Planner in a #divorce team . Join us over here!

Money Talk Tuesday
2020-09-08 12:00 - 13:00 | MA
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog 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.

Divorce Friday: The Marital Home
2020-09-11 12:00 - 13:00 | MA
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog Join Chris Chen and Diane Pappas on Divorce Friday, a bi-weekly Facebook Live event. Divorce Friday will be discussing issues in divorce and post-divorce planning. This episode of Divorce Friday will address the Marital Home and what to do with it. . Join us over here!

"Tax Planning Strategies for the Four Major Stages of Retirement: Preretirement, Early, Middle & Later Years"
2020-09-29 19:00 - 21:00 | Zoom
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog 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 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.

"Divorce Boot Camp" with VESTA Divorce
2020-11-02 18:00 - 19:30 | Online Webinar
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog At this ONLINE Divorce Boot Camp, you will learn how to manage the legal, financial, real estate, and emotional issues related to divorce. Please sign up using the event website link below.

"Ask the Divorce Experts" with VESTA Divorce
2020-11-12 18:00 - 19:30, 2020-12-10 18:00 - 19:30 | Zoom
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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.
Are you separated, divorced, or in the process of divorce? Whatever stage you are in — just considering divorce or many years post-divorce — our Ask the Divorce Experts has something for you.
Please register using the event website link below.

Topic Specific Workshop- Business Valuation- Boston
2020-11-20 12:00 - 13:30 | MA
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog Please check back at a later date for event sign-up information.

"Divorce Boot Camp" with VESTA Divorce
2020-12-07 18:00 - 19:30 | Zoom
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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?
Join VESTA’s 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.
Please register using the event website link below.

Tax Planning Strategies for the Four Major Stages of Retirement: Preretirement, Early, Middle & Later Years
2021-02-09 19:00 - 21:00 | Online Webinar
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog Chris Chen will be teaching a class on the four major stages of retirement, offered by Lexington Community Education via Zoom.
Changes 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? Some 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.

Planning for Financial Success After Divorce
2021-02-22 19:00 - 21:00 | Online Webinar
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Copyright- 2026 Insight Financial Strategists, LLC., all rights reserved. Privacy Policy Careers Media Events Our Blog Chris will be teaching a class on how to plan for financial success after a divorce, offered by Lexington Community Education via Zoom.
Many people start their post-divorce life not fully understanding the financial impact of their settlement. It can be challenging adapting to a new life, but even harder to adjust to a new standard of living, new asset level, and new financial goals. It is usually more effective to start the planning process as soon as possible, ideally before the agreement is final. You will begin developing the architecture of your financial plan for the rest of your life. This includes managing your spending plan, your debt (including your mortgage) and your assets (including QDRO). You will leave class more confident with a clear roadmap of what you need to do to get back on track for your future.

Divorce Boot Camp – Boston, MA Hub (No-Cost Webinar)
2021-02-24 18:00 - 19:30, 2021-03-24 18:00 - 19:30 | MA
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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?
Join 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.
Our 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.
A 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.
Our goal is to create an interactive setting centered around connection and education, which leaves you feeling empowered.

Ask the Divorce Experts – Boston, MA Hub (No-Cost Webinar)
2021-03-11 18:30 - 20:00 | MA
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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.
Are 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.
These no-cost events are educational and empowering! From the comfort of your home or office, you can:

Ask 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.
Hear our professionals describe how they can best help you.
Meet with the Professionals privately in break-out rooms.
