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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.

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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!

REGISTER NOW

Moderated By:

Joanne-Cleaver_200
Joanne Cleaver (She/Her)

Journalist and Author
InvestmentNews

 

Presented By:

ChristopherStroup_200
Christopher L. Stroup, MBA, CFP® (he/him)

Financial Advisor
Abacus Wealth Partners

 

CoreyBeal_200
Corey Beal, CFP® (she/her)

CEO and Director of Joy
Empowering Finance

 

DejaFoster_200
Deja Foster, CFP® (they/them)

Financial Advice Sales Consultant
Ameriprise Financial Advisor Business Development Group

 

SophiaDuffy_200
Sophia Duffy, JD, CPA (she/her)

Associate Professor of Business Planning
The American College of Financial Services

 

Media Partner:

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