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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T130000
DTEND;TZID=America/New_York:20211215T133000
DTSTAMP:20260424T043712
CREATED:20211208T204555Z
LAST-MODIFIED:20211208T204555Z
UID:5694-1639573200-1639575000@insightfinancialstrategists.com
SUMMARY:
DESCRIPTION:Welcome to Student Loan Office Hours with Saki Kurose\, a Certified Student Loan Professional\, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get your custom student loan repayment strategy\, but this is a perfect place to ask me questions to get educated about student loans.
URL:https://insightfinancialstrategists.com/event/5694/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220215T190000
DTEND;TZID=America/New_York:20220215T203000
DTSTAMP:20260424T043712
CREATED:20211213T074443Z
LAST-MODIFIED:20211213T074443Z
UID:5709-1644951600-1644957000@insightfinancialstrategists.com
SUMMARY:Planning for Financial Success After Divorce
DESCRIPTION:Many people start their post-divorce life not fully understanding the financial impact of their settlement. It’s hard enough adapting to a new life reality\, 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 settle into a financially successful post-divorce life. It is usually more effective to plan sooner\, ideally before the agreement is final. You will start to develop the architecture of the financial plan for the rest of your life including managing your spending plan\, your debt\, and your assets. You will come out more confident about the future with a clear roadmap of what you need to do to get back on track.
URL:https://insightfinancialstrategists.com/event/planning-for-financial-success-after-divorce-5/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220314T190000
DTEND;TZID=America/New_York:20220314T210000
DTSTAMP:20260424T043712
CREATED:20211213T073912Z
LAST-MODIFIED:20211213T073912Z
UID:5707-1647284400-1647291600@insightfinancialstrategists.com
SUMMARY:Retirement Plain and Simple
DESCRIPTION:Retirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. This workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221003T190000
DTEND;TZID=America/New_York:20221003T210000
DTSTAMP:20260424T043712
CREATED:20220815T173007Z
LAST-MODIFIED:20220831T023644Z
UID:5944-1664823600-1664830800@insightfinancialstrategists.com
SUMMARY:Retirement Plain and Simple
DESCRIPTION:  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221024T190000
DTEND;TZID=America/New_York:20221024T210000
DTSTAMP:20260424T043712
CREATED:20220815T174321Z
LAST-MODIFIED:20220815T174321Z
UID:5946-1666638000-1666645200@insightfinancialstrategists.com
SUMMARY:Tax Planning Strategies for the Four Major Stages of Retirement
DESCRIPTION:Changes in the tax laws have introduced some tough challenges and some new opportunities for individuals. \nRetirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate.
URL:https://insightfinancialstrategists.com/event/tax-planning-strategies-four-major-stages-of-retirement/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221108T190000
DTEND;TZID=America/New_York:20221108T203000
DTSTAMP:20260424T043712
CREATED:20220719T212859Z
LAST-MODIFIED:20220811T003827Z
UID:5924-1667934000-1667939400@insightfinancialstrategists.com
SUMMARY:The Bucket Investment Strategy
DESCRIPTION:If you are like most people\, your investments are in a single asset allocation. \nMaybe you’ve gone with the typical 60% stocks and 40% bonds split or bought a lot of shares of the big tech companies. Perhaps you are conservative and are mostly in bonds. \nQuite possibly you aren’t even sure. \nThis workshop will cover the basics of the bucket strategy\, a method to manage risk in your portfolio. We’ll walk through a real example and discuss how to take on the appropriate amount of risk for your situation while not forgoing growth potential. \nOur objective is that you come out of the workshop with a better understanding of investment risks and\nreturns and how to balance them for your individual needs.
URL:https://insightfinancialstrategists.com/event/bucket-investment-strategy/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221114T190000
DTEND;TZID=America/New_York:20221114T210000
DTSTAMP:20260424T043712
CREATED:20220815T174839Z
LAST-MODIFIED:20220815T174839Z
UID:5948-1668452400-1668459600@insightfinancialstrategists.com
SUMMARY:Don’t Let Long Term Care Derail Your Retirement
DESCRIPTION:Long Term Care (LTC) is one of the most uncertain expenses of retirement\, and possibly the largest. \nMost people know that Medicare does not cover Long Term Care (with some minor exceptions) and\, therefore\, retirees have to find other ways to cover the costs. With the cost of LTC continuing to increase and cost projections in the hundreds of thousands\, it is critical for the rest of our retirement that we plan properly for this expense. \nThis workshop will examine the challenges that we all have in planning for LTC\, in particular with how long we may need it and how much it will cost. The workshop will propose a flexible framework that will allow you to plan so that you can minimize the risks to you and your wealth. \nWhen planned properly\, you will be free to focus your time on other more pleasant aspects of retirement.
URL:https://insightfinancialstrategists.com/event/dont-let-long-term-care-derail-retirement/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221129T160000
DTEND;TZID=America/New_York:20221129T170000
DTSTAMP:20260424T043712
CREATED:20221117T161429Z
LAST-MODIFIED:20221117T161756Z
UID:6028-1669737600-1669741200@insightfinancialstrategists.com
SUMMARY:How and why financial advisers are embracing direct indexing
DESCRIPTION:SMAs have been described as a mutual fund for an audience of one\, while direct indexing may be considered an index for an audience of one. They’re powerful but controversial tools\, formerly limited to ultra-wealthy investors. As new technologies and platforms quickly expand access to a broader universe of investors\, direct investing is helping financial advisers add new value in an uncertain market environment. \nJoin us for an informative look at how direct investing can help your clients. This session will include: \n\nAdvantages and pitfalls of this approach\nHow taxes—and tax efficiency—figure in\nHow to identify clients who could benefit\n\nSpeakers: \n\nD.J. Tierney\, Director\, Charles Schwab & Co.\, Inc\nChris Chen\, CFP® \, CEO\, Insight Financial Strategists\nJeff Benjamin\, Senior Columnist\, InvestmentNews\n\n 
URL:https://insightfinancialstrategists.com/event/how-and-why-advisers-embrace-direct-indexing/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230117T190000
DTEND;TZID=America/New_York:20230117T203000
DTSTAMP:20260424T043712
CREATED:20221206T141136Z
LAST-MODIFIED:20221206T141136Z
UID:6082-1673982000-1673987400@insightfinancialstrategists.com
SUMMARY:Retirement Plain and Simple
DESCRIPTION:  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230320T190000
DTEND;TZID=America/New_York:20230320T203000
DTSTAMP:20260424T043712
CREATED:20221206T142125Z
LAST-MODIFIED:20221206T142125Z
UID:6087-1679338800-1679344200@insightfinancialstrategists.com
SUMMARY:Tax Planning Strategies for the Four Major Stages of Retirement
DESCRIPTION:Changes in the tax laws have introduced some tough challenges and some new opportunities for individuals. \nRetirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate.
URL:https://insightfinancialstrategists.com/event/tax-planning-strategies-for-the-four-major-stages-of-retirement2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230411T190000
DTEND;TZID=America/New_York:20230411T203000
DTSTAMP:20260424T043712
CREATED:20230323T134555Z
LAST-MODIFIED:20230323T134555Z
UID:6344-1681239600-1681245000@insightfinancialstrategists.com
SUMMARY:The New Retirement Rules: Understanding SECURE Act 2.0
DESCRIPTION:  \nThe SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention. The SECURE Act 2.0 rules impact 401(k) plans\, IRAs\, 529s\, Required Minimum Distributions and more. In this workshop\, you will learn: Why your 401(k) plans will look different in the future\, New age requirements for taking distributions from your retirement accounts. “The Death of the Stretch IRA” and what it means for your family. How 529 plan funds can jumpstart retirement savings. One way young professionals can save for retirement and pay student loan debt. The importance of planning and managing your taxes. How small businesses can benefit from starting a retirement plan.
URL:https://insightfinancialstrategists.com/event/the-new-retirement-rules-secure-act/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T190000
DTEND;TZID=America/New_York:20230509T203000
DTSTAMP:20260424T043712
CREATED:20230320T182857Z
LAST-MODIFIED:20230320T182857Z
UID:6342-1683658800-1683664200@insightfinancialstrategists.com
SUMMARY:Retirement Plain and Simple
DESCRIPTION:  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231002T190000
DTEND;TZID=America/New_York:20231002T203000
DTSTAMP:20260424T043712
CREATED:20230809T180230Z
LAST-MODIFIED:20230809T180230Z
UID:6525-1696273200-1696278600@insightfinancialstrategists.com
SUMMARY:Seven Steps to Retirement
DESCRIPTION:  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/seven-steps-to-retirement/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231016T190000
DTEND;TZID=America/New_York:20231016T203000
DTSTAMP:20260424T043712
CREATED:20230809T194813Z
LAST-MODIFIED:20230809T194813Z
UID:6528-1697482800-1697488200@insightfinancialstrategists.com
SUMMARY:The Four Stages of Taxes in Retirement
DESCRIPTION:  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate.
URL:https://insightfinancialstrategists.com/event/the-four-stages-of-taxes-in-retirement/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231030T190000
DTEND;TZID=America/New_York:20231030T203000
DTSTAMP:20260424T043712
CREATED:20230809T175507Z
LAST-MODIFIED:20230809T175507Z
UID:6521-1698692400-1698697800@insightfinancialstrategists.com
SUMMARY:Navigating Legal Changes and Maximizing Retirement Planning
DESCRIPTION:  \nThe SECURE Act has changed many aspects of retirement planning\, including the rules around Required Minimum Distributions\, the use of annuities within retirement plans\, estate planning considerations\, contribution limits\, and updated rules on catch-up contributions. \nWith this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities.
URL:https://insightfinancialstrategists.com/event/navigating-legal-changes-and-maximizing-retirement-planning/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240122T190000
DTEND;TZID=America/New_York:20240122T203000
DTSTAMP:20260424T043712
CREATED:20231211T163550Z
LAST-MODIFIED:20231211T163550Z
UID:6715-1705950000-1705955400@insightfinancialstrategists.com
SUMMARY:7 Steps to a Successful Retirement
DESCRIPTION:  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/seven-steps-to-successful-retirement/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240212T190000
DTEND;TZID=America/New_York:20240212T203000
DTSTAMP:20260424T043712
CREATED:20231211T163754Z
LAST-MODIFIED:20231211T164059Z
UID:6717-1707764400-1707769800@insightfinancialstrategists.com
SUMMARY:New Retirement Planning Opportunities
DESCRIPTION:  \nThe SECURE Act has changed many aspects of retirement planning\, including the rules around Required Minimum Distributions\, the use of annuities within retirement plans\, estate planning considerations\, contribution limits\, and updated rules on catch-up contributions. \nWith this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities.
URL:https://insightfinancialstrategists.com/event/new-retirement-planning-opportunities/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240304T190000
DTEND;TZID=America/New_York:20240304T203000
DTSTAMP:20260424T043712
CREATED:20231211T163347Z
LAST-MODIFIED:20231211T163347Z
UID:6719-1709578800-1709584200@insightfinancialstrategists.com
SUMMARY:4 Tax Traps in Retirement
DESCRIPTION:  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate.
URL:https://insightfinancialstrategists.com/event/four-tax-traps-in-retirement/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240923T190000
DTEND;TZID=America/New_York:20240923T203000
DTSTAMP:20260424T043712
CREATED:20240903T134814Z
LAST-MODIFIED:20240903T134912Z
UID:7083-1727118000-1727123400@insightfinancialstrategists.com
SUMMARY:7 Steps to a Successful Retirement
DESCRIPTION:  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/7-steps-to-a-successful-retirement-sep-2024/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241028T190000
DTEND;TZID=America/New_York:20241028T203000
DTSTAMP:20260424T043712
CREATED:20240903T135031Z
LAST-MODIFIED:20240922T144524Z
UID:7087-1730142000-1730147400@insightfinancialstrategists.com
SUMMARY:Tax Planning for the 4 Stages of Retirement
DESCRIPTION:  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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 tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate.
URL:https://insightfinancialstrategists.com/event/tax-planning-for-four-stages-of-retirement/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
END:VEVENT
END:VCALENDAR