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Free Registration. This webcast is eligible for CFP® and American College Professional Recertification CE credit.

Attend On: Wednesday, June 7, 2023,
2–3 PM ET.


With over 7% of the population identifying as Lesbian, Gay, Bisexual, Transgender, Queer, Intersex, or Asexual, chances are growing that a potential client or prospect – or a member of their family – may associate with one of these terms or identities. Get the tools to address them sensitively and confidently and offer timely advice tailored to their unique planning needs.

Join the American College Center for Women in Financial Services for a webcast on best practices for working with LGBTQIA+ individuals and their families. We’ll explore:

  • Basics of pronouns and terminology to ensure clients feel seen, heard, and respected
  • Considerations when selecting Employer Benefits, Health Insurance and Life Insurance
  • Financial considerations of family planning, home ownership, estate planning, and taxation for LGBTQIA+ clients, and more…

Register now to save your seat!


Moderated By:

Joanne Cleaver (She/Her)

Journalist and Author


Presented By:

Christopher L. Stroup, MBA, CFP® (he/him)

Financial Advisor
Abacus Wealth Partners


Corey Beal, CFP® (she/her)

CEO and Director of Joy
Empowering Finance


Deja Foster, CFP® (they/them)

Financial Advice Sales Consultant
Ameriprise Financial Advisor Business Development Group


Sophia Duffy, JD, CPA (she/her)

Associate Professor of Business Planning
The American College of Financial Services


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