10 events found.

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  • May 2018

  • 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 leading the program. Chris is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce. He is […]

  • 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
  • Tue 22

    Money Matters

    January 22, 2019 @ 9:30 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    This is a bi-weekly meeting to review "Money Matters" from financial planning to investments and taxes.

  • February 2019

  • Tue 5

    Money Matters

    February 5, 2019 @ 9:30 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States
  • Tue 19

    Money Matters

    February 19, 2019 @ 9:30 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States
  • March 2019

  • Tue 5

    Money Matters

    March 5, 2019 @ 9:30 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States
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