LGBT Finances: Will Your Loved Ones Be Left Out?
EQUALITY FLORIDA presents:
WILL YOUR LOVED ONES BE LEFT OUT?
Unique Financial Concerns for the LGBT Community
Wednesday, October 14, 2009, 6:00-8:00pm
* Light refreshments will be served
Location:
Franklin Templeton
Building 140 – North entrance
1st floor – Room B
100 Fountain Parkway
St. Petersburg, FL 33716
PLEASE RSVP to Equality Florida at 813-870-3735 OR [email protected]
Topics of discussion will include:
• Gifting Techniques and Strategies in coordination with specific non-profit organizations
• Planning techniques to protect you and your partner where the law leaves you out
• Minimizing Federal Estate, Inheritance and Gift Taxes (both during life and upon death)
• Replacement of Lost Benefits (Social Security, Pensions, etc.)
• Ensure YOUR assets pass to the people YOU choose
• Spousal v. Non-Spousal Beneficiaries: the Major Difference
Presenters:
Bill Zewadski
Attorney at Law
Trenam, Kemker – Tampa, FL
Nadine Smith
Executive Director
Equality Florida
Kyle D. Young, CFP®
Financial Advisor
Wells Fargo Advisors
Steven W. Schmitt, CFP®, MBA, ADPA
Associate Vice President – Investment Officer
Wells Fargo Advisor
