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Wealth Management for Same-Sex Couples: A Complimentary Seminar

Join us for “Wealth Management for Same-Sex Couples”
— a Complimentary Seminar

Thursday, June 20th, 2019 at 5pm

Fireside Chat at 6pm

555 California Street, 44th Floor,
San Francisco, CA 94104

Due to building limitations, no admittance after 6:30pm

As 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 legacy

Michael R. Oster, CFP®, ChFC®
Wealth Management Advisor
The Oster Group
Merrill Lynch

Naomi Evans-Jalloh, CFP®
Financial Advisor
The Oster Group
Merrill Lynch

Helene Wenzel
Estate Planning Attorney
Law Offices of Helene V. Wenzel

Steve Boultbee, CPA
Marcum LLP

Hors d’oeuvre appetizers, beer & wine will be served.

This seminar has been sponsored, in part, by Richard Bernstein, Eaton Vance, Blackrock & GGBA


Call Naomi Evans-Jalloh at 510.267.8504
Email: [email protected]

Neither 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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