Advanced LGBTQ+ Planning

An interactive workshop where we explore specific situations in planning with LGBTQ+ families. Some topics will include gender transitions, difficulties with children, marriage decisions, discrimination in families, estate planning complications, exploring options for starting a family, and discomfort with an advisor or firm environment. Other non-traditional family structures will be discussed as well. Bring your knowledge and share the wealth with other advisors so we can provide the best possible care for our clients.

Learning Objectives:

• Identify key gender transition steps and their financial impacts to ask appropriate questions.
• Understand family-building options and gather resources to guide clients in planning expenses.
• Apply strategies necessary in navigating emotional family dynamics and leading clients to resolution.