LGBTQ+ Family Planning

Brought to you by the PridePlanners Knowledge Circle, guest speaker Jim Marrocco will lead an engaging and practical session focused on the evolving landscape of LGBTQ family planning and the unique financial planning challenges that come with it. Drawing from both professional expertise and personal experience as a new parent via surrogacy, Jim will walk attendees through the major family‑building paths available to LGBTQ individuals and couples, including adoption, fertility treatments, and surrogacy. He will highlight the financial, tax, insurance, and legal considerations that often complicate these decisions and discuss how advisors can help clients evaluate trade‑offs and plan proactively. Real‑world examples will be used to illustrate how these planning strategies come together before, during, and after a child arrives. The session is designed to equip advisors with clearer frameworks and greater confidence so they can better serve LGBTQ clients navigating family‑building decisions.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 0

• Identify the primary LGBTQ family‑building options and understand the core processes, timelines, and costs associated with each.
• Evaluate the financial planning considerations including budgeting, tax treatment, insurance, and employer benefits that uniquely affect LGBTQ family planning.
• Apply practical planning strategies to help clients prepare for both the upfront costs of family building and the long‑term financial impact of raising children.