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  • 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
  • Tue 19

    Money Matters

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

  • Tue 9

    Money Matters

    April 9, 2019 @ 9:30 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States
  • Tue 23

    Money Matters

    April 23, 2019 @ 9:30 AM - 11:00 AM
    Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States
  • June 2019

  • Wed 19

    Show Me The Money, How to Determine the Marital Estate

    June 19, 2019 @ 7:00 PM - 8:30 PM
    Wellesley Free Library 530 Washington St., Wellesley, MA, United States

     

  • 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.

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