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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