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One of the main concerns for LGBTQ+ people is what will happen if marriage equality is overturned.
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Brought to you by the PridePlanners Knoweldge Circle: This presentation will cover working with clients through the lens of financial health and wellness, emphasizing client relationship dynamics impacting client outcomes.
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Contains 4 Component(s), Includes Credits
1 CFP CE Credit | In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates.
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Contains 4 Component(s), Includes Credits
Attendees will be able to discuss current trends in philanthropy and how that relates to estate planning opportunities for LGBTQ individuals.
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- Non-member - $49
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Contains 3 Component(s)
Don't miss out on the insightful webinar by Joshua Charles, renowned for his expertise in "10 Considerations for Financial and Estate Planning."
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Product not yet rated Contains 4 Component(s), Includes Credits
This session provides investment professionals and investors with a deep dive into the unique challenges for LGBTQ investors and identifying ways that LGBTQ investors can empower themselves financially using a seven step plan.
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LGBTQ+ elders are 2-3 times more likely to live alone and 4 times less likely to have children.
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Contains 3 Component(s)
During this presentation David and John Auten-Schneider will cover the 2022 Motley Fool/Debt Free Guys LGBTQ+ Money Study and then introduce Queer Money Academy, Rainbow Network and the LGBTQ+ Donor Advised Fund.
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Contains 3 Component(s)
Shelbi Day, Chief Policy Officer, and Rebecca Willman, Chief Community Engagement + Programs Officer, from Family Equality talk about many of the ways LGBTQ+ people form their families, the laws and policies that impact their ability to do so, and resources available to support LGBTQ+ families.
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Contains 3 Component(s)
Hear from 2 of the largest LGBTQ+ Chambers of Commerce in the United States.
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