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 series of environmental, societal and governance (ESG) criteria to the more traditional way they select investments. Often the goal is achieving a double bottom line–doing […]

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

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

Sustainable Investing: Making a Social Impact Through Your Investments

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 series of environmental, societal and governance (ESG) criteria to the more traditional way they select investments. Often the goal is achieving a double bottom line–doing […]

Impact of the Tax Act on Your Personal Finances – Afternoon

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 the strategies you can implement to take advantage of the new tax law to improve your retirement planning and your legacy planning? This workshop will […]

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

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 the strategies you can implement to take advantage of the new tax law to improve your retirement planning and your legacy planning? This workshop will […]

The Divorce Center: Marital Home and Property Division

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  

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

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 […]