Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, May 31, 2012

A New Financial Advisor For a New Time

EducationWith the rise in domestic partnerships, there is need for financial planners to become educated on issues that relate specifically to unmarried couples. The College on Financial Planning now has a program that allows a financial planner to become a Accredited Domestic Partnership Advisor. These programs focus on planning for same-sex couples and heterosexual unmarried couples. This type of education is important because of the differences in the benefits that married couples can receive as opposed to unmarried couples. To learn more about this program, a person should read the full article below. I have provided a link.

See Jerry Gleeson, Learn How to Financially Advice Unmarried Couples, Registered Rep, May 29, 2012.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


Current Affairs, Estate Planning - Generally, Teaching | Permalink

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