(NYC) Financial Planning for Lesbian and Gay Couples in New York - Impact of Marriage

When
11 Oct 2011
6:30 PM - 8:30 PM
Location
New York, NY

FFR/Princeton BTGALA & the The NYU LGBTQ Alumni Network Presents...
Financial Planning for Lesbian and Gay Couples in New York - Impact of Marriage
New York, NY

WHEN: Tuesday, October 11, 6:30PM to 8:30PM
WHERE: Planning Center for Professionals
2 Park Ave, Ste 300, New York, NY
between 32nd and 33rd Streets
COST: No cover
RSVP: Register by October 11 at noon so you will be put on the list to be let into the building
Fill out our RSVP Form at
http://tigernet.princeton.edu/~ffr-gala/AlternateEmail.html
Note - you will need to bring ID to be admitted into the building

Join financial advisor Shawn Cowls and CPA Antony Hom for an evening to discuss building a strong financial future for lesbian and gay couples. We'll talk about the implications of marriage in New York as well as other financial basics, including information about joint assets, protecting our spouses and children, and tax filing as a gay household.

Shawn Cowls has spent the past two decades in the insurance and financial services industry. He has worked for a number of insurance companies as an actuary and a consultant and currently is in his own practice helping individuals and small business implement financial solutions to their insurance and investing needs. He is a member of the Planning Center for Professionals, and is a registered representative of the brokerage firm Hornor, Townsend, and Kent (Member NASD/SIPC). He holds a BA in Mathematics from Princeton University.

Antony Hom is a Certified Public Accountant and Chartered Financial Analyst, providing tax accounting and financial management and consulting services to small businesses and self-employed individuals. He has provided "CFO/ Controller" services to select clients, helping them with establishing their internal controls and financial reporting systems, budgeting, forecasting and planning needs. Prior to establishing WYH Advisors, he served as a financial and business controller at Citigroup (corporate financial control including regulatory filings and expense management and control in the credit card business) and Merrill Lynch (corporate level planning and a developed model for forecasting and analyzing net interest revenue) and was an auditor and tax accountant with one of the major public accounting firms. He holds a Masters in Business Administration from the Stern School at New York University and Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

DISCLAIMER: Please note that financial decisions should be made in consultation with the attendee's financial, legal, and tax advisors, who will be able to factor in the attendee's personal situation. The views and opinions expressed at this event are solely of the presenters, and are not endorsed by FFR/Princeton BTGALA or The NYU LGBTQ Alumni Network.