GLOE Youth & Family presents:
LGBT Life Planning Series
LGBT Financial Planning
for individuals, families, and everyone else
Sunday, April 29, 2012
Washington DCJCC - Library (1st floor)
($5 Suggested Donation to support LGBT Jewish programming)
Light refreshments served
Mary T. Stiles-Hendler, Financial Advisor/Financial Planning Specialist, The Atlantic Capital Group at Morgan Stanley Smith Barney LLC
Erica F. Gloger, Esq., Attorney, West & Feinberg P.C.
David M. Taube, CFA, CFP® Chief Executive Officer & Chief Investment Officer, Kalorama Wealth Strategies, LLC
Andrea B. Feinberg, CPA, Senior Manager, Tax Department, Gelman, Rosenberg & Freedman
Join GLOE Youth & Family for the second event in our LGBT Life Planning Series, focusing on Financial Planning! The Series gathers experts to help navigate the unique issues and laws that LGBT people encounter at various stages of life, with information specific to the DC-MD-VA area.
In this interactive session, our financial and estate planning experts will take you on a whirlwind tour of the unique planning needs of the LGBT community and give you a head start in thinking about how you can, with just a bit of forethought, have your ducks in a row for yourself and/or your partner.
We will first discuss budgeting, investing, and saving for retirement; then move on to estate planning, including wills/trusts, partnership agreements and charitable giving; and finally, look to some burning tax questions you may have. Panelists will also give an update on how recognition of same-sex marriage could be a game changer and how to find informed advisors to provide individual guidance.
Bring your questions—following the panel, you'll get to speak with our experts individually!
NEXT EVENT in the LGBT LIFE PLANNING SERIES:
Sunday, July 29 - Family Building
In our Family Building sessions, we'll discuss the variety of options available to LGBT families interested in have (or having more) children. Experts will help us explore possibilities with fostering; surrogacy and insemination; adoption; fertility issues, as well as adoption and legal topics. We'll also discuss support for LGBT people interested in parenting.
FINANCIAL PLANNING PANELISTS
(Content of biographies provided by panelists or their organizations)
ESTATE PLANNING AND MARRIAGE
Mary T. Stiles-Hendler
Financial Advisor/Financial Planning Specialist, The Atlantic Capital Group at Morgan Stanley Smith Barney LLC
Erica F. Gloger, Esq.
Attorney, West & Feinberg P.C.
Erica provides sophisticated estate planning services to a wide range of clients in the metropolitan area. In her practice, she designs, drafts and implements estate plans to meet each family’s needs while minimizing taxes and maintaining family relationships. She is at the forefront of estate planning for same-sex couples as the law in this area has rapidly changed. Erica also works closely with firm clients seeking to establish a legacy through charitable bequests, trusts and family foundations and has significant experience assisting non-profit organizations in the formation stage. Erica received her B.A. in law and society from American University, School of Public Affairs, in 1999, cum laude. In 2003, she received her J.D. from the Benjamin N. Cardozo School of Law of Yeshiva University. Erica contributes her time pro bono at several not-for profit organizations, including the Whitman Walker Clinic, and she is an active member of the GLOE Advisory Committee.
RETIREMENT PLANNING AND INVESTMENTS
David M. Taube, CFA, CFP®
Chief Executive Officer & Chief Investment Officer, Kalorama Wealth Strategies, LLC
David’s mission is to help LGBT individuals and allies achieve greater financial security and independence by providing objective advice customized to meet the needs of each client. With nearly 20 years experience in the financial services industry, and another 10 years in the commercial real estate industry, he is uniquely qualified to advise individuals regarding their investments and financial planning matters. David specializes in the development and implementation of investment and retirement plans, and the prudent management of assets, the essential building blocks necessary to achieve financial goals. He also assists clients with other aspects of their financial planning, including cash flow and net worth analysis, insurance review, tax analysis, and estate plan review. He is best known for responsive client service, attention to details, and a good “table-side” manner.
Andrea B. Feinberg, CPA
Senior Manager, Tax Department, Gelman, Rosenberg & Freedman
Andrea B. Feinberg, CPA is a senior manager in the tax department at Gelman, Rosenberg & Freedman CPAs. She has more than 17 years of public accounting service including extensive experience in the preparation and review of individual, corporate, partnership, fiduciary and estate tax returns.
As a senior manager in the department, Ms. Feinberg also reviews audited, reviewed and compiled financial statements for both for-profit and nonprofit clients. In addition, she assists and represents clients with Internal Revenue, State Tax Authorities and DCAA Audits. Ms. Feinberg is also involved in tax planning and tax research as well as the compilation and review of financial statements. Ms. Feinberg has more than 10 years income tax experience in the private sector where she was responsible for the preparation of consolidated income tax returns, tax planning and financial accounting for income taxes for Washington Gas Light Company, a public utility company. Ms. Feinberg earned her Bachelor of Science degree in Accounting from the University of Maryland.
Presented in partnership by the J's Early Childhood, Youth & Family; and GLOE - GLBT Outreach & Engagement