Learning Center

PridePlanners Knowledge Circle: Engaging our LGBTQ Customers: Putting our Best Foot Forward

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Includes a Live Event on 06/07/2022 at 10:00 AM (MDT)

Please join the PridePlanners Knowledge Circle for the June 2022 edition of the FPA DEI Learning Series celebrating Pride Month. We know an essential part of customer service is building trust and rapport. What can we be doing, from our first impressions to our paperwork and products, to let our LGBTQ clients know that we are open, affirming, and trustworthy? Join SAGE’s Tim Johnston PhD as he discusses how to quickly build trust and rapport with LGBTQ people. We will look at some generational differences in terminology and sensitivities, and participants will get an inside look at the collaborative training module aimed at financial planners as well as other projects and programs that SAGE offers. This hour will help you level up your customer care for LGBTQ people. 

Tim R. Johnston (He/Him), Ph.D.

Senior Education Advisor

SAGE

Tim R. Johnston, PhD is the Senior Education Advisor at SAGE. In that role he oversees the SAGECare cultural competency training program, the National Resource Center on LGBT Aging, key aspects of SAGE’s housing initiative, SAGE’s diversity and equity initiative, and national partnerships with other advocacy organizations.

Tim is the author of Welcoming LGBT Residents: A Practical Guide for Senior Living Staff which is the first comprehensive book on how to create a positive and safer experience for LGBT older adults in senior living settings. In addition to facilitating LGBT cultural competency trainings, Tim is a frequent speaker at national and international conferences. He serves in several advisory and leadership roles, including on the governing board for the National Consumer Voice for Quality Long-Term Care, as a council member for the LGBT Aging Issues Network (LAIN) of the American Society on Aging, and he regularly represents SAGE as a subject matter expert on academic research teams. When he isn’t working he is probably hanging out with his partner and pets, reading, or working in the garden.

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PridePlanners Knowledge Circle: Engaging our LGBTQ Customers: Putting our Best Foot Forward
06/07/2022 at 10:00 AM (MDT)   |  60 minutes
06/07/2022 at 10:00 AM (MDT)   |  60 minutes Please join the PridePlanners Knowledge Circle for the June 2022 edition of the FPA DEI Learning Series celebrating Pride Month. We know an essential part of customer service is building trust and rapport. What can we be doing, from our first impressions to our paperwork and products, to let our LGBTQ clients know that we are open, affirming, and trustworthy? Join SAGE’s Tim Johnston PhD as he discusses how to quickly build trust and rapport with LGBTQ people. We will look at some generational differences in terminology and sensitivities, and participants will get an inside look at the collaborative training module aimed at financial planners as well as other projects and programs that SAGE offers. This hour will help you level up your customer care for LGBTQ people.
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available