February 2017

Sunday, February 26 at 12:30 p.m. Planned Giving Talk – Arlington Street Church, 351 Boylston Street Boston, MA 

November 2016

Thursday, November 3 at 10:00 a.m. FPA of IL Conference for Advanced Planning (attendees only) Oak Brook, IL
Tuesday, November 15 at 10:30 a.m. Museum of Fine Arts Wealth Management Seminar – Planning Considerations for the Lesbian, Gay, Bisexual and Transgender Community* (MFA members only, registration required) Boston, MA

*This presentation discusses the legal history of the path to marriage equality; the impact of Supreme Court decisions on state and federal benefits and tax; the pros and cons of marriage as they pertain to state and federal benefits; and estate planning tips for same-sex couples.