Wealth Management for Same-Sex Couples: A Complimentary Seminar
Join us for “Wealth Management for Same-Sex Couples"— a Complimentary SeminarThursday, June 20th, 2019 at 5pmFireside Chat at 6pm555 California Street, 44th Floor,San Francisco, CA 94104Due to building limitations, no admittance after 6:30pmAs a same-sex couple, many of your financial goals are just like everyone else’s — though your path to getting there may be a bit different. Having direct access to professionals familiar with the challenges you face can make it much easier for you to pursue the life you want. Whether or not you and your partner are married, it’s important to have a financial strategy in place designed to help protect those you love most. We can work with the two of you to build a strategy designed to address your unique needs and life goals. At our free seminar, you’ll learn about:• Familiarizing yourself with the legal challenges that may affect you• Planning for the retirement you want• Taking advantage of tax-efficient investing• Protecting your legacyMichael R. Oster, CFP®, ChFC®Wealth Management AdvisorThe Oster GroupMerrill LynchNaomi Evans-Jalloh, CFP®Financial AdvisorThe Oster GroupMerrill LynchHelene WenzelEstate Planning AttorneyLaw Offices of Helene V. WenzelSteve Boultbee, CPADirectorMarcum LLPHors d'oeuvre appetizers, beer & wine will be served.This seminar has been sponsored, in part, by Richard Bernstein, Eaton Vance, Blackrock & GGBATO REGISTER:Call Naomi Evans-Jalloh at 510.267.8504OREmail: naomi.evans-jalloh@ml.comNeither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation (“BofA Corp.”). Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.Investment products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
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