PridePlanners Knowledge Circle: An Overview of LGBT+ Family Planning
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- Non-member - $29
- Member - Free!
One of the biggest hurdles for LGBTQ families is that information about family planning doesn't exist in a way that is easily organized or digestible. This presentation will outline and explain the various types of LGBTQ family planning and financial considerations that go along with them.
Competency Level: Foundational
FPA Competency: Interpersonal Impact, Client Communication and Care
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.
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