LGBTQ+ Planning Topics

5 (1 vote)

In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group. We ask participants to bring planning topics, specific cases, and questions to discuss and brainstorm in an open forum format. The conversation may touch on topics including, but not limited to:

Being LGTBQ+ and the impact on your finances and how it's different for different parts of the community
Family Planning and Implications for Finances
Partnership, Marriage, and Impacts on Planning
LGBTQ+ Elder/Aging Planning
Dealing with health, life and disability insurance for LGBTQ+ folks
Considering the financial perspectives of different generations of LGBTQ+ folks

Competency Level: Foundational

FPA Competency: Client Communication and Care, Advance the Financial Planning Profession

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Jim Marrocco, CFP®, CFA (he, him, his)

Founder and Head Financial Planner

Thinking Big Financial, Inc.

Jim Marrocco, CFP®, CFA®, is the founder and financial planner at Thinking Big Financial, where he specializes in helping LGBTQ professionals and families navigate complex financial decisions with clarity and intention. His work is informed by both technical expertise and lived experience, including becoming a parent through surrogacy. Jim is a frequent speaker and educator on inclusive financial planning topics and is passionate about improving access to clear, judgment‑free guidance for underserved communities. Through his planning work, writing, and speaking, he focuses on helping families align their financial resources with the lives they want to build.