Financial Professionals serving the needs of the GLBT community

Events

Upcoming events

    • 25 Sep 2015
    • Westin Boston Waterfront

    PridePlanners presents:

    Changing Landscapes:

    Financial Planning for LGBT Clients 

    and/or Unmarried Couples

    Presented at FPA BE Boston 2015


    Location: Westin Boston Waterfront

    September 25, 2015

     

    Our sponsors

    Schedule of the day/Sessions

    Our Speakers

     

     

    Since 1999, PridePlanners™ has been a leader among professionals working with LGBT and Non-traditional clients. This year, 2015, may be the hallmark year in the United States with marriage equality for gay and lesbian couples in all fifty states – we’ll know in June when the U.S. Supreme Court addresses the issue.  No matter their decision, complexities and issues remain. 

    PridePlanners is once again hosting a full day conference before the Financial Planning Association’s National Conference in Boston. PridePlanners brings together some of the best minds in financial planning including a panel on Socially Responsible Investing, and presentations by JT Hatfield Charles, Fred Hertz, Julie Goodridge, Scott Squillace,  and many more to address important issues facing same-sex and unmarried couples 

    Topics will include

    ·       Historical and future perspectives for LGBT  families – marriage, workplace issues, children

    ·       Socially Responsible Investments Panel – a number of mutual fund and investment management companies will discuss investment screening options pertinent to the LGBT community

    ·       Tax Planning – With all of the changes in the states and federal law, we’ll review planning opportunities and risks at this moment in time

    ·       Whether to wed

    ·       Estate planning

    ·       Elder law

    ·       FP for HIV positive & Chronic Care illnesses

    ·        Retirement planning

    ·        Marketing to LGBT and Non-traditional clients

      

    Are you prepared to handle these important issues for ALL of your clients?

    Cost:

    $275 early bird rate (before July 7)

    $325 regular rate

    This is separate fee from the FPA conference.  Attendees are not required to register for FPA but there is a 20% discount for the FPA event if you register for both.

    Refunds available through August 15 (less 3% credit card fee)

     

    CEU's pending 

    Hotels & Travel and travel information

    Interested in exhibiting or sponsoring?

        Contact Dana Levit at (617) 641-2446 or dana@paragonfinancialadvisors.com

     

    Press contact:

    Contact Sharon Rich (617 )489-3601 or admin@prideplanners.org

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