Reflections on a 40 -Year Career Serving the LGBTQ+ Community
Includes a Live Web Event on 04/14/2026 at 10:00 AM (MDT)
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Brought to you by the PridePlanners Knowledge Circle, guest speaker Stuart Armstrong will lead an interactive session on his long career of serving clients in the LGBTQ community in a roundtable discussion format with historical perspective on momentous events that has shaped the community in some empowering and challenging ways. He'll provide examples of how he encountered then unique circumstances and strategies and approaches he used to tackle them. The overall intention will be to engage with other attendees to share their stories as we continue working to build a community of leaders.
Competency Level: Advanced
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 1
- Gain an important historical perspective on the arc of financial planning challenges and progress the LGBTQ+ community and the advisors serving them have faced over the last 40 years
- Understand more fully how this professional used a wide range of personal and professional skills to promote progress and build community
- Conclude with an action plan of what challenges lay ahead and how we can empower planning professionals in the years to come
Stuart Armstrong
Stuart Armstrong has been a practicing financial planner for 40 years, launching his career in the mid-1980's as the AIDS epidemic was ramping up. His focus in those early years guiding clients in crisis established an authentic approach that has proved invaluable to his client engagements for decades to come. Very importantly, those experiences built a foundation for him to make a meaningful difference for the betterment of many communities with volunteer work on multiple local and national boards and councils, including the PridePlanners, FPA, the CFP Board Center for Financial Planning and Mass Audubon.
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