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If you have same-sex couples among your clients, be aware that gays and lesbians are at a disadvantage when it comes to retirement savings, mostly because of federal laws.
Here are the steps you need to take to provide financial and legal protection to some of your clients' families.
Today's unwed couples are older and more affluent than in years past—and they require your services even more than most married couples do. Here's how you can offer your help to domestic partners in need of planning advice.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025