Estate & Charitable Planning Considerations for LGBTQ Clients

The October 2024 PridePlanners Knowledge Circle will be held on Tuesday, October 8th at 12 pm ET.

Guest speaker Jennifer Lehman with the American College of Financial Services will be presenting, "Estate & Charitable Planning Considerations for LGBTQ Clients."

Attendees will be able to discuss current trends in philanthropy and how that relates to estate plannin

opportunities for LGBTQ individuals.e end of the presentation, participant will be able to:

• Discuss current trends in philanthropy and estate planning opportunities for LGBTQ individuals. 
• They will also be able to research and vet charities with confidence.

Dr. Lehman earned her PhD in personal financial planning from Texas Tech University, where Russell James was her dissertation chair. She also earned law and MPA degrees from UNC-Chapel Hill, a Bachelor of Science from TCU, and CFP® and CAP® credentials. Dr. Lehman has published research in several different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources. Her previous experience includes university teaching in various formats (online, hybrid, and face to face), research, financial planning, planned giving for a university, career services for a law school, and appellate prosecution. Her hobbies include hiking, yoga, and road trips, and she has traveled to all 50 U.S. states.