10 events found.

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  • 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 […]

  • May 2018

  • Wed 2

    Impact of the Tax Act on Your Personal Finances – Afternoon

    May 2, 2018 @ 12:45 PM - 2:45 PM
    Bedford Senior Center (Council on Aging) 12 Mudge Way, Bedford, MA, United States

    In December 2017, Congress passed the TCJA, the most significant tax change in a generation. Do you how the new tax law is going to affect you? Do you know […]

  • Wed 2

    Impact of the Tax Act on Your Personal Finances – Evening Session

    May 2, 2018 @ 7:00 PM - 9:00 PM
    Bedford Senior Center (Council on Aging) 12 Mudge Way, Bedford, MA, United States

    In December 2017, Congress passed the TCJA, the most significant tax change in a generation. Do you how the new tax law is going to affect you? Do you know […]

  • Wed 23

    The Divorce Center: Marital Home and Property Division

    May 23, 2018 @ 6:00 PM - 7:30 PM
    Wellesley Community Center 219 Washington Street, Wellesley, MA, United States

    Chris Chen will appear on a panel at this Divorce Center event. Topics will include: Impact of the new tax law Pensions, QDRO's & 401K's Finality of property division  

  • September 2018

  • Fri 7

    What Every Mediator and Divorce Professional Needs to Know about the Tax Cuts and Jobs Act

    September 7, 2018 @ 10:00 AM - 12:00 PM
    MWI 10 Liberty Square 4th floor, Boston, MA, United States

    MWI is hosting an educational program for mediators and divorce professionals regarding new information related to the recent Tax Cuts and the Jobs Act. Chris Chen, CFP®, CDFA, will be […]

  • Fri 28

    The TCJA for Divorce Professionals

    September 28, 2018 @ 3:00 PM - 5:00 PM
    Norfolk Probate Court
  • November 2018

  • Tue 27

    November 27, 2018 @ 9:45 AM - 11:15 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    Money Matters: a biweekly discussion group on financial planning and investing

  • December 2018

  • Tue 18

    December 18, 2018 @ 9:45 AM - 11:15 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    Money Matters: a biweekly discussion group on financial planning and investing

  • January 2019

  • Wed 16

    Retirement Planning Review

    January 16, 2019 @ 1:00 PM - 2:00 PM
    Eyegate 271 Waverley oaks Road, Waltham, MA
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