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2:00 - 3:00
United States
Come learn about the sometimes-surprising ways your marital status may affect your financial life. We'll talk about questions like: What's the best tax filing status for a couple? What's the significance of living in a community property state? Is Registered Domestic Partner status enough? What accounts does a spouse automatically inherit? How do Social Security strategies vary for people who are single, married, or divorced?
Feel free to bring your own questions and be ready to think about the unromantic parts of romance.
About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management and more. She also prepares tax returns and teaches courses in financial planning and income tax.