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Join Financial Advisor, Timothy Rossi of Merrill Lynch, Pierce, Fenner & Smith, as he breaks down what you need to know in a variety of educational sessions on finance. This session:

Live the Life You've Always Wanted - Together: Wealth management for same-sex couples - LGBTQA+

As a same-sex couple, your financial goals are just like everyone else's, though your path to getting there may be a bit different. Having direct access to investment professionals familiar with the challenges you face can make it much easier to pursue the life you want. Whether or not you and your partner are married, it's important to have a financial strategy in place designed to help protect those you love most. We can work with the two of you to build a strategy designed to address your unique needs and life goals. At this seminar we will discuss:

  • Familiarizing yourself with the legal challenges that may affect you
  • Planning for the retirement you want
  • Taking advantage of tax-efficient investing
  • Protecting your legacy

Registration required. Separate registration for each session.

Other sessions:

Date:
Monday, March 30, 2020
Time:
6:30pm - 7:30pm
Library:
Warminster
Categories:
Adults