Planning for GLBT Couples: “Ready or Not – Married or Not”

What:

A panel discussion about planning for GLBT couples, including some planning techniques for same-sex couples in North Carolina. The panel will address these techniques for both married, as well as unmarried, couples.

Who:

Panelists are:

·         David M. Greiner, CRPC®, CFP®

David is a Senior Vice President/Wealth Management Advisor at Merrill Lynch with over 25 years of experience in the financial services industry.

·         Andrew D. Atherton

Andrew practices Elder and Special Needs Law with McGuire, Wood & Bissette, P.A 

·         Harvey Jenkins

Harvey is a principal and CPA with Gould Killian CPA Group, P.A.

When:

Date:                           Thursday, October 9, 2014

Time:                           5:30-7:30 PM

Where:

Location:                     Renaissance Hotel, Downtown Asheville

How to reserve:

RSVP Required:         gregory.greiner@ml.com or 828.258.4417

Notes:

Merrill Lynch or its Financial Advisors do not provide tax or legal advice.  Please consult a tax or legal professional before making any decisions.