EMPOWER the LGBTQ+ Investor
Includes a Live Web Event on 06/09/2026 at 10:00 AM (MDT)
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Brought to you by the PridePlanners Knowledge Circle, in this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially. We will also dive into how how FAs can reach the community, regardless if they are a member or an Ally. Finally we will talk about how to customize portfolios to align with client's individual values that may resonate across the LGBTQ+ community.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 1
- Understand the business opportunity the LGBTQ+ community presents to financial advisors.
- Understand the unique investment challenges the community faces.
- Learn how to reach the community, regardless if you are a member or an Ally.
- Learn how to customize portfolios via direct indexing to align with client's individual values that may resonate across the LGBTQ+ community.
Kevin Healy
Vice President, Strategic Relationship Manager
Goldman Sachs
Kevin Healy leads GSAM’s efforts in aligning all the resources of Goldman Sachs with the leading independent financial planning firms. Over his 30 years in financial services, Kevin has focused on helping financial advisors build their practices on behalf of Goldman Sachs Asset Management and other leading asset managers. Kevin also serves as Captain of the “Old Boy’s” side of New York’s leading inclusive rugby team, The Gotham Knights Rugby Football Club. The team’s mission of inclusion is to increase diversity within the sport of rugby. Gotham is a member of the International Gay Rugby League. Kevin is also the founder and General Partner of Rugby Daddy, LLC. Kevin is also an Associate Producer of “Tina! The Tina Turner Musical.”
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