The presentation will cover often-neglected financial issues of importance to singles and any group of two or more adults who are in a living-together relationship and who would like to plan their financial futures together. Topics will include why financial planning is important for your family, partnership agreements and slave contracts, ownership of family assets, income tax planning and how the IRS is gay-friendly, retirement planning, insurable interest concerns and insurance beneficiary designations, estate planning, living wills, and the importance of financial and medical power-of-attorney documents. Important provisions of the Pension Protection Act of 2006 will also be discussed.
How you will benefit from this presentation:
It will provide them with tools and information that will increase their opportunities for a better financial future.
How this presentation will arouse you:
I hope it will prompt attendees to take action for a better future for themselves and their families.
About the presenter:
The presenter is a Certified Financial Planner (tm) licensed in Michigan and California, with more than 25 years of experience doing financial planning for non-traditional families and domestic partners.