Study Group on LGBTQ+ Financial Planning Topics

When:  Feb 8, 2022 from 12:00 to 13:00 (ET)
The February 2022 PridePlanners Knowledge Circle will be held on Tuesday, February 8th at 12 pm ET.

Knowledge Circle host 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: