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