Do you live in the Northeast (esp RI)?

Then you or maybe someone you know needs to know about this upcoming event:


Financial & Legal Presentation for Same Sex Couples on November 10
Nathan Bishop Middle School
Special Guest Rep Frank Ferri

RSVP to Karen Melo at 401-432-8805 or
kmelo@oceanstatefinancial.com.


- On Tuesday, November 10th Richard Streitfeld, CPA, CFE of Aaronson Lavoie Streitfeld Diaz & Co,  P.C., along with Karen Melo, CFP® of Oceanstate Financial Services, and Philip Laffey, Esq. of Marshall & Laffey Ltd. will be hosting “From Obstacles to Opportunity - Financial and Legal Guidance for Same Sex Couples.”

This is the first local presentation on this important topic in over five years.

Our special guest is RI Rep. Frank Ferri, an openly gay member of the RI House of Representatives and known for supporting LGBT equality.  This event is being presented in conjunction with RI Pride and Queer Action of RI.  Any net proceeds will be donated to support these organizations. 

The discussion will address the issues that confront same sex (and other unmarried) couples...  How should we own property together?  What are my rights when decisions need to be made and my partner gets sick?  How can we grow our wealth and minimize our tax burden together?

The event will take place at the fabulously “new” Nathan Bishop Middle School 101 Sessions St. Providence, RI (near the Jewish Community Center on the East Side).  Registration is at 6 PM and the presentation will begin at 6:30.  The cost is $10.00 per person or $15.00 per couple.  RSVP by Nov. 2nd to be entered into a raffle for dinner at a local restaurant.

Seating is first come, first served.  When this seminar was first offered in 2003, over 150 people attended.  To avoid being turned away, please RSVP to Karen Melo by November 2nd at 401-432-8805 or kmelo@oceanstatefinancial.com.



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