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Financial Planning for LGBTQ+: Take Charge & Plan with a Winning Process

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Online event

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Come join us, as Joseph shares a process that you can adapt to increase your clarity for better financial decision-making.

About this event

Many folks receive financial advice…but what do they get from the advice at the end of the day? Often it is a policy or an investment. As a Certified Financial Planner™, and member of the gay community, I work with individuals and couples who deserve a more comprehensive approach. They deserve ongoing clarity to continuously fine-tune their financial decisions and to take action that will help them and their loved ones.

This 1-hour zoom session with additional time allocated for Q&A will provide participants the opportunity to go through a process that helps to uncover blind spots for their own personal situation and come away with an approach to help them identify areas for improvement and action. It is appropriate for adults of all ages.

There will be two sessions, 15th June 2021 (7pm) and 19th June 2021 (1pm), same topics will be covered on both days.


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