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Financial Planning Insights for LGBT Couples

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Take this opportunity to get a clear understanding of specific steps you can take to financially protect your partner. When one thinks of financial planning, one often associates it with insurance. Here you will learn a more holistic approach to financial planning using several strategies focused for LGBT couples. This session facilitated by a seasoned Certified Financial Planner will raise awareness and help you identify actions you can take to fully protect your partner.

*Confirmation of venue will be sent via email

**Due to space constraints during Pink Fest, a special session will be scheduled and conducted after Pink Fest 2019 for those financial advisors who would like to attend a similar session to help your LGBT clients. Register your interest here.

Email us at if you have any questions.

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