Accredited Domestic Partnership Advisor Program

September 13, 2012 5:17 pm

 

 Kyle Young, WellsFargoWells Fargo has a long history of outreach to the LGBT community, but recently the company has developed an Accredited Domestic Partner Advisor program to specifically help LGBT people with their unique financial situations.

Kyle Young, certified financial planner and vice president, investment officer, presents this innovation at DiversityInc’s Innovation Fest!  Wells Fargo is No. 33 in the DiversityInc Top 50. Watch the video below.

Click here to download a PDF of this presentation.

For closed captions, press the CC button in the YouTube player.

Video Minutes

0:01:38 Wells Fargo: Longtime Supporter of LGBT Employees

0:05:06 Marriage, Domestic Partnerships & Civil Unions

0:08:43 LGBT’s Inability to Access Tax Benefits

0:10:16 The Gift Tax

0:13:46 Extra Financial Hardship in a Divorce

0:15:37 The Estate Tax

0:18:53 Income Tax: No Joint Returns

0:19:57 Health Insurance & Benefits Equalization

0:22:37 Retirement Plans & Pensions

0:25:00 Life Insurance

0:27:02 Social Security

0:28:19 About the ADPA Program

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