Transgender Financial Planning

The August PridePlanners Knowledge Circle will be held on Wednesday, August 12th at 12 pm ET.

Join Knowledge Circle host Robert Castillo along with gueest Dr. Jamison "James" Green, who will be presenting, "Transgender Financial Planning."

With diversity and inclusion in the limelight, one can’t help but be reminded that less than 4% of CFP professionals are Black and Latinx. Without any data from the CFP Board on professionals who are LGBT, Robert and James will lead a candid discussion about the need for LGBT-inclusive financial planning especially among the transgender community.

Dr. Jamison Green is one of the transgender movement’s most accomplished activists. He led FTM International from 1991-1999, spearheaded efforts to remove exclusions for trans-specific treatments from health insurance policies, pioneered legislative efforts to protect all people on the basis of gender identity and expression, and engaged with the Harry Benjamin International Gender Dysphoria Association to transform health and human rights policies.

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