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 […]

Money Matters: a biweekly discussion group on financial planning and investing

Money Matters: a biweekly discussion group on financial planning and investing

This is a bi-weekly meeting to review "Money Matters" from financial planning to investments and taxes.