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.
· 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.
Date: Thursday, October 9, 2014
Time: 5:30-7:30 PM
Location: Renaissance Hotel, Downtown Asheville
How to reserve:
RSVP Required: firstname.lastname@example.org or 828.258.4417
Merrill Lynch or its Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional before making any decisions.