Seven Steps to Retirement


15 in stock

Course Code: BRET-wi24 Categories: , , Tag:


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.

Chris Chen, CFP® CDFA is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce, His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning.

Chris was recognized as Five Star Wealth Manager for 2020. He was also recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. He has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the Boston Globe, Kiplinger and Investopedia.

Chris is a member of the National Association of Financial Advisors (NAPFA), Financial Planning Association, the XY Planning Network, and the Massachusetts Council on Family Mediation. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners

Start Date: 01/22/24, 1 meeting
Class Time: 7:00 PM - 8:30 PM
Day of Week: Monday
Location: Lexington High School, Room 224
Instructor: Chris Chen
Status: Running/Openings