Investments 101 for Domestic Partners
Domestic Partners have the same financial goals as everyone else....the challenge of getting there may be different.
On Thursday, March 29, Amy Doyle, a Financial Advisor at Merrill Lynch, will help you explore the legal and tax implications of domestic partnership and uncover strategies that can benefit every facet of your financial life. You will get insightful advice on preserving assets for your domestic partner and/or children, retirement strategies such as tax-advantaged distribution alternatives and beneficiary designation, tax smart investing and capital gains considerations, legacy protection, and philanthropic and liquidity strategies including trusts and life insurance.
Call 734.996.1138 to reserve your place today.
Date: Thursday March 29, 2007
Time: 6:00 pm – 7:00 pm
Location: Michigan Union – Anderson Room B (1st floor)
Friday, March 16, 2007
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