The November 2020 PridePlanners Knowledge Circle will be held on Wednesday, November 11th at 12 pm ET.
Guest speaker Jerry Chasen will be presenting, "AGING well and the LGBTQ+ Community."
This is an extraordinary generation in a singular community—its most senior members have ridden the crest of history from Stonewall thru AIDS to same sex marriage. Aging Well provides a proactive means of developing proficiency in engaging this community’s next great challenge.
By encouraging wise choices and consideration of future consequences (in other words, advice much like what clients receive from their financial advisors) this presentation envisions an LGBT community of older adults that retains and even regains physical and mental capacity, lives financially stress free, and engages in meaningful relationships and activities.
- To realize these goals, the program focuses on 5 themes—
- Reflection—an awareness of what matters on an individual basis;
- Wellness—actions to maintain the “physical plant”
- Preparation—much of aging’s “to do” list—wills, health care documents, retirement accounts, etc.
- Momentum—keeping what works, and letting go of what doesn’t; and
- Legacy—creating awareness that what we leave behind is a function of how we live and what we give.
Learning Objectives:
1. To enable attendees to identify issues beyond long-term care and estate planning for seniors in the LGBTQ community.
Jerry Chasen is the former principal of Miami-based Chasen & Associates PA, a pioneering LGBT estate planning law firm. Through that firm, he created the Advisors Project, an ongoing CLE-credentialed educational program designed to encourage and support various professional advisors in creating client relationships that are both satisfying and productive for philanthropy.
In 2010, he left his practice and became vice president (and later chief operating officer) of the Alliance for Global Good and was responsible for the organization’s programs and communications. Trained and certified as a life coach, Jerry’s coaching practice focused on the challenges of reinvention and productivity for older adults looking at “the next third” of life. Jerry was a Visiting Adjunct Professor at the University of Miami Law School Graduate Programs in both Tax and Estate Planning, from which he also received an LL.M. degree in estate planning.
Past president of the Miami–Dade County Planned Giving Council and longtime member of the Council’s Board of Directors, Jerry served as a member of the national Boards of Directors of Lambda Legal and SAGE before joining SAGE’s staff. He has participated in the Professional Advisory Committees of the Foundation of Jewish Philanthropies, the United Way of Miami-Dade County, and the Miami Foundation. He founded and then chaired the Miami Foundation’s LGBT Community Projects Fund Committee for 10 years.