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LGBTQ Financial Experience

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The LGBTQ population contains between 16 - 20 million people in the US, with an estimated $884 billion in buying power as of 2014. Yet, LGBT investors tend to be more conservative and less diversified in their investing preferences than those of non-LGBT investors. Many same-sex couples say they need assistance with financial planning because of unique financial situations facing LGBT investors.

  • Identify the financial concerns of the LGBTQ community and how the advisor population can better help LGBTQ investors
  • Understand the changing legislative landscape and the unique circumstances, challenges, and priorities for this community

Josh Stoffregen-Foye

Vice President, Head of Global Communications, Workplace Business, Prudential Financial

A New Yorker who was raised in the Midwest, Stoffregen-Foye is a corporate spokesperson, ambassador and passionate advocate on retirement issues + the LGBT community + physical wellness.

He currently leads global communications strategy and media relations for Prudential’s Workplace Solutions Group, which comprises Prudential Retirement and Prudential Group Insurance, both business units of Prudential Financial.
 
Prior to Prudential, Stoffregen-Foye was a managing editor for the News Division at Institutional Investor. A distinctive storyteller, he enjoyed various reporting and columnist roles before leaving journalism for Corporate America. A favorite post of his early cub reporter days: his role as a writer at Missouri’s Ozarks Senior Living, a monthly covering the aging population of the Ozark Mountains.
 
Stoffregen-Foye is currently on the Executive Committee of the Cancer Center Patient-Family Advisory Council (PFAC) at NewYork-Presbyterian Hospital, a member of The LGBT Community Center of NYC’s Leadership Society and a key corporate partner to the National Lesbian and Gay Journalists Association.
 
Other leadership experience includes his work as president for Prudential’s LGBTQA business resource group, PRIDE, from 2010 to 2014 and his role as president of Prudential’s ADAPT (Abled and Disabled Associates Partnering Together) business resource group from 2015 to 2016. He also served as the project lead and executive champion for Prudential’s enterprise-wide launch of the 2012 LGBT Financial Experience and the 2016 follow-up in a post marriage equality landscape.

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LGBTQ Financial Experience
10/14/2020 at 10:00 AM (MDT)   |  60 minutes
10/14/2020 at 10:00 AM (MDT)   |  60 minutes The LGBTQ population contains between 16 - 20 million people in the US, with an estimated $884 billion in buying power as of 2014. Yet, LGBT investors tend to be more conservative and less diversified in their investing preferences than those of non-LGBT investors. Many same-sex couples say they need assistance with financial planning because of unique financial situations facing LGBT investors.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available