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ADFP Greater Boston March 2014 Meeting


Thursday, March 6, 2014 from 12:00 PM to 2:00 PM (EST)

ADFP Greater Boston March 2014 Meeting

Registration Information

Type Remaining End Quantity
ADFP Members 7 Registrations Ended Free  
Guest 5 Registrations Ended Free  

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Event Details

Please join us on March 6  at noon for our bi-monthly ADFP meeting. Chris Chen, CFP, CDFA will be speaking about "Stock Options and Divorce".  We are speaking here about stock options granted to employeesm and known as Incentive Stock Options or Non Qualified Stock options.  This concerns people who typically work for public or private companies, who receive the options as part of their compensation packages.  We will address the basics of stock options and the issues they raise in divorces in Massachusetts.

Chris is one of the founding member of this chapter and a leading divorce financial planner in the Boston area.  He works with lawyers and mediators and their divorcing clients.  He has a long and tortured history with stock options: he wrote his master's thesis on options, he traded options, he was granted options, and ultimately he granted options as well.  Chris is a CFP practitioner and a CDFA.  He runs his RIA Insight Financial Strategists LLC out of Waltham MA.

We will be applying for CE credit for this program.

Have questions about ADFP Greater Boston March 2014 Meeting? Contact ADFP

When & Where

Wakefield MA
301 Edgewater Dr
Wakefield, MA 01880

Thursday, March 6, 2014 from 12:00 PM to 2:00 PM (EST)

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ADFP Greater Boston March 2014 Meeting
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