Mediation and Financial Planning

Chris will participate in a panel of mediators and financial planners to discuss how mediators and financial planners can work together for the best interest of clients. The panel will be […]

Challenges with Valuing Defined Benefit Pensions in Divorce

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 […]

Money Management and Investment: Retirement

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.

Money Management and Investment: Retirement

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.

Canceled: Making a Social Impact Through Your Investments

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 […]