The May 2020 PridePlanners Knowledge Circle call will be held on Wednesday, May 13th at 12 pm ET.
Join the PridePlanners Knowledge Circle hosts and special guests Stuart Armstrong and Sheryl Garrett who will be presenting, "The history of PridePlanners and LGBTQ Financial Planning."
Key points covered:
- History of LGBTQ Financial Planning
- Founding of PridePlanners
- Marriage Equality
- Reflection of accomplishments and outlook to the future
Sheryl Garrett, CFP®, AIF®, is the founder of The Garrett Planning Network, Inc. Sheryl’s fresh approach as a financial advisor working with clients on an hourly, as-needed, fee-only basis has evolved into a nationwide network of like-minded financial advisors — the Garrett Planning Network. Sheryl is also a managing member of Garrett Investment Advisors, LLC, an SEC Registered financial planning and advisory firm, which shares the same philosophy. She has been honored to testify before Congress on financial literacy and Social Security reform, the DOL regarding their fiduciary rule making, and the Middle Class Prosperity Project Forum on conflicts of interest in financial services. As vocal advocate for financial education and the fiduciary duty, Sheryl is often interviewed on national media. Sheryl has been recognized five times by Investment Advisor magazine as “One of the Most Influential People in Financial Planning.”
Stuart Armstrong, CFP®, CLU®, ChFC®, CLTC, ADPA®, AIF® is a financial planner at Centinel Financial Group. Stuart graduated from Allegheny College in Meadville, Pennsylvania with a Bachelor of Science degree in Biology. Stuart was honored to serve a three-year term from 2013 through 2015 on the National Board of Directors for the Financial Planning Association (FPA), the largest membership of financial planners in the United States. Additionally, Stuart serves on the Diversity Committee of the FPA and serves on the Board of Directors of PridePlanners, a national organization dedicated to serving financial planners that support and advise clients in the LGBT community. In his spare time, Stuart is active in volunteering for various Boston area non-profit groups. Stuart can often be seen skiing, off to the movies and plays or out in his growing garden. Stuart has lived in the Boston area for over thirty years and he currently resides in Milton with his partner, Mike, and their cat Geo.