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:
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Journalist and Author
Abacus Wealth Partners
CEO and Director of Joy
Financial Advice Sales Consultant
Ameriprise Financial Advisor Business Development Group
Associate Professor of Business Planning
The American College of Financial Services