Learning Center

PridePlanners Knowledge Circle: Study Group on LGBTQ+ Financial Planning Topics

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Includes a Live Event on 02/08/2022 at 10:00 AM (MST)

Join FPA PridePlanners for a Study Group on LGBTQ+ financial planning topics.  Jim Marrocco, CFA, CFP® will moderate the study group and draw on cases and planning topics that participants wish to discuss. Come with topics to discuss. The conversation may touch on the following topics:

  • How being LGTBQ+ impacts your finances 
  • Gender Identity and financial planning 
  • Family Planning
  • Partnership, Marriage, and Impacts on Planning
  • LGBTQ+ Elder Planning
  • Health & life insurance for LGBTQ+ individuals
  • Considering the financial perspectives of different generations of LGBTQ+ people 

Please vote on which topics are of most interest to you: https://www.surveymonkey.com/r... 

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

Founder and Head Financial Planner

Thinking Big Financial, Inc.

Jim Marrocco, CFP® is the founder and head financial planner at Thinking Big Financial, Inc. Thinking Big Financial is a fee-only financial planning firm specializing in working with the LGBTQ community.

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PridePlanners Knowledge Circle: Study Group on LGBTQ+ Financial Planning Topics
02/08/2022 at 10:00 AM (MST)   |  60 minutes
02/08/2022 at 10:00 AM (MST)   |  60 minutes Join FPA PridePlanners on February 8, 2022, at Noon ET for a Study Group on LGBTQ+ financial planning topics. Jim Marrocco, CFA, CFP® will moderate the study group and draw on cases and planning topics that participants wish to discuss. Come with topics to discuss. The conversation may touch on the following topics: • How being LGTBQ+ impacts your finances • Gender Identity and financial planning • Family Planning • Partnership, Marriage, and Impacts on Planning • LGBTQ+ Elder Planning • Health & life insurance for LGBTQ+ individuals • Considering the financial perspectives of different generations of LGBTQ+ people
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available