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AGLCC Luncheon
2/7/2012 From 11:30 AM to 1:00 PM
Bring your business cards and build strong relationships with other professionals in the LGBT-owned and friendly business community.
Event Speakers
Curt Schwake, JD Partner, Schwake & Zielinski, LLP
Overview of the legal tools available to same-sex couples relating to:
- Property Ownership
- Wills & Estate Planning
- Domestic Partnership Agreements in Texas
Amy Cook, CPA, Owner, Amy Cook CPA,
Overview of tax advantages/pitfalls of same-sex couples
- Financial side of owning joint property – (possible joint with Curt)
- Having children
- Owning a business
Dan Johnedis, CFA, CIC, President, Cratus Capital, LLC
Financial Planning for the GLBT individuals, couples and families
- Investment Vehicles for Growing Assests
- Awareness of Hidden Costs
- Ideas for Investing in the Current Economic Climate