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UID:110545@sfpl.org
DTSTAMP:20250424T210000Z
DTSTART:20250424T210000Z
DTEND:20250424T220000Z
SUMMARY:Presentation: Marriage and Financial Planning
DESCRIPTION:<p>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?</p><p>Feel free to bring your own questions and be ready to think about the unromantic parts of romance.</p><p>About the speaker: Heather C. Liston, CFP®, EA, is the Principal at <a href="http://www.clarityfinancialca.com/">Clarity Financial</a>, 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.&nbsp;</p><p><img src="https://sfpl.org/admin/events/lib/external/responsive_filemanager/source/liston_photo (1).jpg" alt="Picture of presenter, Heather Liston"></p>
LOCATION:Virtual Library
CLASS:PUBLIC
TRANSP:TRANSPARENT
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DESCRIPTION:Event Reminder - Presentation: Marriage and Financial Planning
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