Total Alignment Family Forum

Protect your rights & your wallet

Thursday, March 13, 2014
6:00–7:30 p.m.

87 Franklin Street, #4, New York 10013
New York, NY

Light appetizers and
refreshments will be served.

To learn more or RSVP,
e-mail lgbt@totalalignmentwealth.com.

*the venue is not wheelchair accessible

Update 3/14: This event has now passed. Look back to this page for future engagements. The presentation deck is below (absent our financial advice and strategies). Please e-mail lgbt@totalalignmentwealth.com for more information.

There’s been significant progress in the march toward marriage equality, but recent victories have made financial planning even more complicated.  A number of issues have since surfaced – including different rules relating to state of residence vs. state of celebration, uncertain enforcement of prenuptial agreements, varying second parent adoption rules and new tax and financial planning issues for the community.

We invite you to join us for an exclusive 1.5 hour interactive discussion on these important issues.  No detail is too small when it comes to the financial security for you and your new family.  Let’s explore solutions together.

The presenters are:

  • Stephanie Genkin, CNN Money Producer and Financial Planner; and
  • Robert Hayden, J.D., CFP®, CDFA™, Chief Wealth Advisor, board member for Certified Financial Planner Board Standards, Inc. and NYU adjunct professor.

Please RSVP to lgbt@totalalignmentwealth.com, or 212-913-9110.