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Study Group on LGBTQ+ Financial Planning Topics
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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:
https://www.surveymonkey.com/r...
More information
Location
Online Instructions:
Url:
http://fpalearning.onefpa.org/products/prideplanners-knowledge-circle-study-group-on-lgbtq-financial-planning-topics
Login:
Please register at the above link
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