10 events found.

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  • October 2019

  • Tue 1

    The Five Pillars of Personal Finance

    October 1, 2019 @ 11:00 AM - 12:00 PM
    Boston, MA Boston, MA, United States
  • Fri 11

    Basics of Estate Planning

    October 11, 2019 @ 11:00 AM - 12:00 PM
    Burlington, MA
  • Thu 17

    Planning for Financial Success After Divorce

    October 17, 2019 @ 7:00 PM - 8:30 PM
    Concord-Carlisle Regional School District 500 Walden St, Concord, Massachusetts

    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.

  • Tue 22

    Money Matters

    October 22, 2019 @ 9:45 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    General money discussion group

  • November 2019

  • Tue 5

    Financial Planning for Life

    November 5, 2019 @ 12:00 PM - 1:00 PM
    Boston, MA Boston, MA, United States
  • Thu 7

    Ethics for Mediators, Lawyers and Financial Planners-Academy of Professional Family Mediators/Association of Divorce Financial Planners

    November 7, 2019 @ 4:50 PM - 6:30 PM
    Aloft Hotel 401-403 D St, Boston, Massachusetts
  • Tue 12

    Money Matters

    November 12, 2019 @ 9:45 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    General money discussion group Presentation of Four Keys to Minimize Taxes in Retirement will be made by Chris Chen

  • Tue 19

    Money Matters

    November 19, 2019 @ 9:45 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    General money discussion group

  • Tue 19

    The Five Pillars of Personal Finance

    November 19, 2019 @ 12:00 PM - 1:00 PM
    Framingham, MA
  • December 2019

  • Tue 3

    Money Matters

    December 3, 2019 @ 9:45 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

    General money discussion group

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