Event Details

Smarter You Series: "Marrying" Assets

Date: May 7, 2021
Time: 12:30pm-1:30pm

This Smarter You Series talk covers how to bring your financial lives together and “marry assets.” We’ll give you lots of suggestions for managing your cash flow as a couple, the tax implications to think of, plus estate planning and insurance considerations when you move from “me” to “we.”

If you'd like to join the video conference please use the following link: https://us02web.zoom.us/j/4152153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282

If you have specific questions you would like answered during this presentation, please send them in advance to hello@briofg.com so we can cover what’s most important to you.