How Will the Supreme Court’s Decisions Affect You Financially?

article_image_full

On July 28, Steven Schmitt, Wells Fargo specialist in LGBT financial issues, nevigates the labyrinth of new information for same-sex couples who are married or are considering marriage.

Sunday, July 28, 2013 , 2–4pm at BCC

Topics include:
Financial Planning and Marriage
You made a financial plan under DOMA–what should you do now?
What happens to your Domestic Partnership?
When financial considerations advise against marriage.

Tax Topics
Married Filing Jointly or Separate: Which is better for you?
Deciding whether to amend past years’ Federal Returns
Estate Taxes

1099000Steven Schmitt is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL and Accredited Domestic Partner Advisor providing services to the GLBT community across the country. Within the structure of his team, Steven focuses primarily on money management and the critical decision making that impacts the client portfolios. Steven’s extensive background in finance affords him the experience to teach the importance of proper asset allocation, diversification and active management. His interest and passion for meteorology provides a different perspective on environmental conditions that may potentially highlight opportunities in the marketplace generated by climate and weather trends. Steven holds leadership positions within Wells Fargo Advisors GLBT Diversity initiative/Employee Resource Network and also has obtained his MBA with a concentration in Finance.

Steven spends his personal time pursuing hobbies which include traveling to exotic destinations, snowmobiling, hiking and donating much needed time and resources to GLBT organizations across the country.

The event is hosted by BCC’s L’Chayim Legacy Circle and will be live streamed.

Leave a Comment

Top