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Events

Domestic Partnership Financial Planning
8/12/2013, 12:00 PM - 1:00 PM


Domestic Partnership Financial Planning:
Same Goals, Different Challenges

You are invited to a
LUNCH & LEARN
with speaker:

Rob Ray, CFP®, ADPASM
Wealth Strategy Associate
UBS Financial Services, Inc.

Hosted by Oakland University
Office of Planned Giving

Monday, August 12, 2013
Noon – 1 p.m.

Come learn about:
  • How partners can achieve most common planning goals, and protect the life you've created
  • How to preserve your assets and give to those you care about
  • What are common pitfalls and misconceptions that can put your plans in jeopardy

Oakland University

Oakland Center
Gold Rooms A &B

Lunch will be served
Seating is limited - Reservations Required

Kindly RSVP by August 5, 2013

click here to RSVP

If you have any questions please email our office at
giftplan@oakland.edu
or call (248) 364-6117 (extension 6117 if on-campus)


Location
Oakland Center Gold Rooms
Rochester Michigan, 48309
Contact Information
Laura Musachio
(248) 364-6117