Financial Family Planning
There are 1,049 economic and tax benefits and protections benefiting married heterosexual couples that LGBT or other unmarried couples do not have. The purpose of this seminar is to provide the latest essential fiscal information to both new and longtime couples. Our speakers encourage couples to ask the right financial questions at the beginning of their relationships and to continue to do so throughout their lives together.
This seminar will address three financial issues that are pertinent to gay, lesbian, and other unmarried couples. The first topic addresses options for setting up your financial household and taking control of your combined money. Issues that may be of special significance to those in the early stages of a relationship or those looking for fresh options will be considered. The second topic addresses legal documents that will protect your finances in lieu of marriage laws that automatically protect heterosexual couples. The third topic addresses retirement planning, including information about the recent law passed in August of 2006 that allows the transfer of an individual’s retirement benefits to a domestic partner or other non-spouse beneficiary upon the death of the fund-holder.
Our expert panel of speakers includes:
Lori Ellis and Aisha Mizaur-Pickett, Primerica Financial Services, who will present “Marriage and Money: Taking Control of Your Finances”
Angelika Kuehn, Esq., who will discuss “Legal Documents for Financial Domestic Partnership Planning”
J. Lee Latham, Edward Jones, who will address “Planning for Retirement: Federal Pension Protection Act”
Please join us for this important seminar on Thursday, February 22, from 7:00 p.m. to 9:00 p.m. at the Oak Park Public Library, Dole Branch, 255 Augusta St., Oak Park.
