Bonus Session: Wealth Management for Same Sex Couples
In this session, we'll discuss tax & financial issues around married/unmarried same-sex couples, Social Security rights and benefits, legacy planning including titling of assets, beneficiary designation, incapacity, and estate planning issues.
6:00 PM - 7:00 PMMon
Lars Olson, CFP®
In this program, we’ll discuss some of the key financial planning issues for same-sex couples.
At this program, you’ll learn about:
- Familiarizing yourself with the legal challenges that may affect same-sex couples
- Planning for and paying for a full retirement
- Taking advantage of tax-efficient investing
- Protecting your legacy
It’s important to have a financial strategy in place designed to help you fully achieve your retirement goals and to help protect those you love most.