The two Payson Edward Jones financial advisers will host a broadcast for CPAs, tax professionals and attorneys titled "Tax and Financial Strategies for Today's Families," from 11 a.m. to 2 p.m., Wednesday, May 14 at their offices.
Topics covered during this panel discussion include:
- Antenuptial agreements
- Alimony, property settlements and divorce
- Employer-provided benefits for nontraditional families
- Tax definition of a dependent
- Tax benefits of adopting children
- Legal and tax status of civil unions and same-sex marriages
The enrollment fee is $60 and will include admission for one person and all course materials. Reservations are required.
For more information or to register for this program, please call one of the following financial advisers nearest you: Scott Flake, 411 S. Beeline Highway, Suite B, (928) 468-1470 or Ross Hage, 113 W. Main St., Suite A, (928) 468-2281.
Information is for tax and legal professionals only. Edward Jones, its associates and financial advisers are not estate planners and do not provide tax or legal advice. You should review your specific situations with your tax or legal professional for more information.
Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 10,000-plus financial advisers work directly with more than 7 million clients to understand their personal goals -- from college savings to retirement -- and create long term investment strategies that emphasize a well-balanced portfolio and a buy and hold strategy. Edward Jones embraces the importance of building long term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones is headquartered in St. Louis. The Edward Jones interactive Web site is located at www.edwardjones. com.
The company's recruiting Web site is www.careers.edwardjones.com. Member SIPC.