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.
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.