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2015 Out & Equal Workplace Summit

October 5–8, 2015

Dallas, TX

Navigating the New Financial Landscape: A primer for employers and LGBT employees

Tuesday, October 6, 2015 at 1:30 PM–3:00 PM CDT
Grand Ballroom AB (Case Study)
Workshop Description

Do you understand what marriage equality means for your personal finances and how it will affect your employees? Laws impacting workplace equality are a major factor when navigating the financial landscape. This is true from the perspective of LGBT employees as well as their employers.
This session will focus on key financial aspects concerning:
- Your decision to marry: weighing the pros and cons
- Retirement planning: pension, 401k and Social Security strategies for married couples
- Company benefits: determining the optimal retirement plan to offer your employees

Has this workshop been presented before?

Yes

Contact (primary)

Cassandra E Biehl, Schmitt Young Investment Group of Wells Fargo Advisors

Presenters

Steven W. Schmitt, CFP®, ADPA®, MBA, Schmitt Young Investment Group of Wells Fargo Advisors
Professional Title

Managing Director - Investment Officer

Kyle D Young, CFP®, ADPA®, Schmitt Young Investment Group of Wells Fargo Advisors
Professional Title

Senior Vice President - Investment Officer

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