LEARNING CURVE
Adventure & Adult Education

WEALTH MANAGEMENT FOR DOMESTIC PARTNERS
Financial Planning for Queer Couples

Saturday, August 21, 10 a.m. - 1 p.m.

LOCATION The Village at Ed Gould Plaza

INSTRUCTORS Rebecca Dreyer

FORMAT Workshop

REQUIRED MATERIALS None
                                                                                                   

Domestic partners need to plan for their lifetime as a couple just like any other investors.  This workshop will focus on solutions to some of our unique financial issues, including: tax planning strategies, adoption and education planning strategies for children, investment strategies, retirement and estate planning strategies, charitable and philanthropic giving strategies. By the end of this course, you’ll be better equipped to make wiser financial decisions that will help you plan for you and your partners present and future as a loving and committed couple. Perfect for couples or individuals who hope to one day say, “I do.”

ENROLLMENT FEE $29

Enrollment closes at 5 p.m. on 8/20
Includes service fees.

INSTRUCTORS Rebecca Dreyer is a financial advisor with Merrill Lynch. She specializes in the unique planning needs of the GLBT community.

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TO ENROLL
Click on "REGISTER NOW" box above (if available), review and accept Learning Curve's Terms & Conditions of enrollment then follow the screen instructions as per our enrollment partner site, tickets.com. If online registration is not yet available you may still register by phone, mail, fax or in-person. All types of enrollment for this course will close at the posted date/time noted above. To register by phone, call The Village Ticket Booth at 323.860.7300 x3. To register by mail or fax, download a Learning Curve class  Registration Form. Print and send completed form to The Village Ticket Booth as instructed at the bottom of the application. All applications must be received by the enrollment deadline posted above.To register in-person bring the completed application form to The Village Ticket Booth by the enrollment deadline. "Day-of" registration is not available for this course. Ticket Booth Hours are Monday - Friday, 6-9 pm and Saturdays 9 am-4 pm. If you call and the Ticket Booth is closed or busy, leave a message on our 24hr phone service and we will call you back. 

SENIOR/STUDENT DISCOUNTS
Learning Curve is happy to offer seniors (55 and over) and currently enrolled college or university students 10% off the regular advertised enrollment fee. Senior/student discounts are not applicable or available for classes where an additional discount is automatically applied and are noted "No Additional Discounts". In order to claim a senior/student discount, applicant must register in-person at the Village Ticket Booth prior to the above referenced "enrollment close date/time deadline." Discount applicants must show valid proof of age (55 or over) or a valid student I.D. Discount enrollment is not available online.