June FPA DEI Learning Series: LGBTQ+ Planning Topics

When:  Jun 13, 2023 from 12:00 to 13:00 (ET)

The June FPA DEI Learning Series presented by the PridePlanners Knowledge Circle will be held on Thursday, June 13th at 12 pm ET.

In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group. We ask participants to bring planning topics, specific cases, and questions to discuss and brainstorm in an open forum format. The conversation may touch on topics including, but not limited to:

· Being LGTBQ+ and the impact on your finances and how it's different for different parts of the community 

· Family Planning and Implications for Finances 

· Partnership, Marriage, and Impacts on Planning

· LGBTQ+ Elder/Aging Planning

· Dealing with health, life and disability insurance for LGBTQ+ folks

· Considering the financial perspectives of different generations of LGBTQ+ folks

If there are any specific topics that
you would like to address before, please submit them to Jim directly at [email protected]


Online Instructions:
Url: http://fpalearning.onefpa.org/products/june-fpa-dei-learning-series
Login: Please register at the above link.