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.

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.

Attendees will be able to discuss current trends in philanthropy and how that relates to estate planning opportunities for LGBTQ individuals.

Brought to you by the PridePlanners Knowledge Circle: A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions.

Don't miss out on the insightful webinar by Joshua Charles, renowned for his expertise in "10 Considerations for Financial and Estate Planning."

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.

LGBTQ+ elders are 2-3 times more likely to live alone and 4 times less likely to have children.

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.

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.

Hear from 2 of the largest LGBTQ+ Chambers of Commerce in the United States.