Wells Fargo on Wednesday will hold an informational conference call to discuss the financial impacts following the landmark Supreme Court ruling last month upholding same-gender marriage nationwide.
The call, titled “The Supreme Court Rules for Marriage Equality: A Review of the Financial Impacts and Opportunities,” will cover the financial, tax and estate planning landscape in the wake of the Court’s ruling.
The panel will discuss the potential impacts and opportunities of this newfound federal recognition, featuring speakers including Charity B. Falls, CFP, and Lisa B. Siegel, senior wealth planners at Wells Fargo Private Bank; and Kyle D. Young, CFP, senior vice president-investment officer and accredited domestic partnership advisor at Wells Fargo Advisors, LLC.