The FINANCIAL -- Oct 4 2011 | New York -- Morgan Stanley Smith Barney today announced
that it will host a series of private receptions and investment
symposiums during the month of October in Atlanta, New York City and
Menlo Park, CA on wealth planning for Lesbian, Gay, Bisexual and
Transgender (LGBT) couples and domestic partners.
The events are part of an ongoing series of wealth-planning programs offered by Morgan Stanley Smith Barney across the country.
The seminars are being offered in collaboration with the Williams Institute, a national think tank at UCLA Law that advances sexual orientation law and public policy through rigorous, independent research and scholarship, and disseminates it to judges, legislators, policymakers, media and the public.
“With marriage laws rapidly changing around the country, it’s imperative, now more than ever, for LGBT couples to educate themselves about the unique wealth planning issues they may face, and understand the range of resources available to assist them,” said Sandra Richards, Vice President, Business Development Officer, Diverse and Multicultural Markets, Morgan Stanley Smith Barney.
The seminars will feature Alan Wolberg, Executive Director, Wealth Advisory Resources, Morgan Stanley Smith Barney, and will present findings of studies compiled by the Williams Institute on the challenges faced by LGBT individuals and their partners under current retirement and Federal Estate Tax laws. They are designed to provide helpful guidance, a proven approach to wealth planning, and a range of techniques and solutions designed to help grow and protect wealth over lifetimes and beyond. The presentation will also be available via podcast for use by Financial Advisors and their clients.
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