Legacy Society presents Equal Partners: Retirement and Estate Planning for members of the LGBT Community

This event took place on:
Wednesday, May 7, 6:30 - 8:30pm
Location

Hear from Mark Powell, Partner at Albrecht & Barney, and Megan Gorman, Senior Wealth Director at BNY Mellon, about:

* Historic and recent legislation
* Retirement and estate planning
* Decisions to make: power of attorney, advanced health directive
* Providing for loved ones, minimizing taxes, and benefiting charities

6:30pm Doors open and light dinner served - come early to grab a bite
7:00-8:00pm Program
8:05-8:30pm Q & A

Seating is limited. Free parking provided in the Fred Segal lot.

RSVP to Katherine Gfeller in the SCPR Development Office

Questions? 626.583.5145

 

 


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