Money Matters

Lexington Community Center, Room 232 39 Marrett Road, Lexington, MA, United States

General money discussion group.

Managing Personal Finances

Boston Medical Center Corporation One Boston Medical Center Place, Boston, MA, United States

Divorce Friday

Chris Chen and Diane Pappas will inaugurate Divorce Friday, a bi-weekly Facebook Live event. Divorce Friday will be discussing issues in divorce and post-divorce planning. The initial episode of Divorce Friday will cover the role of a Certified Divorce Financial Planner in a #divorce team. Join us over here!

Money Talk Tuesday

Chris Chen will participate in a panel with Money Talk Tuesday with Dr Gina Arons and Attorney David Kellem to discuss issues in divorce financial planning. Money Talk Tuesday is sponsored by the State Treasurer’s Office of Economic Empowerment. Register at the site.

Divorce Friday: The Marital Home

Join Chris Chen and Diane Pappas on Divorce Friday, a bi-weekly Facebook Live event. Divorce Friday will be discussing issues in divorce and post-divorce planning. This episode of Divorce Friday will address the Marital Home and what to do with it.. Join us over here!  

“Tax Planning Strategies for the Four Major Stages of Retirement: Preretirement, Early, Middle & Later Years”

Zoom

Chris Chen will be teaching a class on the four major stages of retirement, offered by Lexington Community Education via Zoom.  Topics covered will include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security "tax trap" is and how you can avoid it; why […]