Retirement Planning for the LGBT Community

Boston Spirit magazine
December 7, 2016

Club Café | Boston

Boston Spirit magazine partnered with Eastern Bank, Michele O’Connor at Morgan Stanley, and Burns and Levinson for this very special seminar, which included an expert panel discussing ways to help make our retirement years golden. Topics included estate plan preparation, spousal rights and risks, preventing elder financial exploitation, building personal wealth and creating a life-sustaining plan.