PridePlanners Knowledge Circle: Why Queer Money?

5 (1 vote)

During this presentation David and John Auten-Schneider will cover the 2022 Motley Fool/Debt Free Guys LGBTQ+ Money Study and then introduce Queer Money Academy, Rainbow Network and the LGBTQ+ Donor Advised Fund.

Competency Level: Intermediate

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

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Key:

Complete

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