Financial services professionals, advisors and firm leaders gathered to explore critical financial planning topics as well as solutions to better serve clients within the LGBTQ+ community at the fourth annual Business of Pride Symposium. Visit https://go.rjf.com/3jCzsoX to learn more about the Pride Financial Advisors Network #RJPFAN.
Raymond James’ Post
More Relevant Posts
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Estate and incapacity laws can impact the LGBTQ+ community differently. Join us as Leanne Kaufman speaks with Darren Lund, partner at Miller Thomson LLP about estate planning tips and late life considerations for the LGBTQ+ community and why this matters beyond wealth. #PAGinsight
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Helping High-Earners, Executives, and Entrepreneurs Live Better 🏳️🌈| LGBTQ+ Senior Advisor at Greenspring Advisors
Controversial take on taxes... Taxes aren't bad, nor should you try and avoid them. But there are ways to optimize your tax strategy so you're putting yourself in the best position for you and your loved ones. This #PrideMonth, set some time to review your tax situation. Mid-year is a PERFECT time plan and update. #CFP #LGBTQ #PersonalFinance #TaxPlanning
With ongoing strides toward equity and equality for the LGBTQ+ community, it is imperative to think about your tax and estate planning, so your wishes are met and executed. Ben Galloway, CFP®, continues his series "Should We Get Married?" this week with a blog focused on tax planning for LGBTQ+ couples. https://lnkd.in/et_RfTMP. Stay tuned for the final blog in this series later this month!
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Working with a financial professional who understands your culture and community is very important for those a part of the LGBTQ+ community. Take a look at the other tips that can help boost your financial planning.
Working with a financial ally can help LGBTQ+ clients feel supported when reaching for their life goals. Here are some wealth-planning tips and resources: https://bit.ly/3VGw7Xl
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Working with a financial professional who understands your culture and community is very important for those a part of the LGBTQ+ community. Take a look at the other tips that can help boost your financial planning.
Working with a financial ally can help LGBTQ+ clients feel supported when reaching for their life goals. Here are some wealth-planning tips and resources: https://bit.ly/3VGw7Xl
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What causes LGBTQ+ people to be underrepresented in Stem, and how can we improve inclusion and retention? Join our webinar on 2 July to discuss some of the work being done towards LGBTQ+ inclusion, with Ioana Latu and Bryce Hughes. Book your place: https://rsc.li/4bhJweq
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🏳️🌈🦷 Creating a safe and welcoming environment in dental offices for LGBTQ+ individuals is essential! Check out this article from the Canadian Dental Association that gives tips on fostering a more inclusive and respectful environment for patients of diverse identities. Read the article here: https://bit.ly/3XhBrTu
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Check out the Washington Post for my article on how the LGBTQ+ community can navigate the adoption process. Big thanks to Christopher L. Stroup, MBA, CFP® & Pam Hoehler at Path for Families for their insight! The article link is in the comment below.
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The OUT Syracuse economic empowerment model is rooted in key functional objectives: education/training, visibility/promotion and mentors/networking. We will continue to advocate, uplift and showcase LGBTQ professionals, business owners and community members.💗 #OUTsyracuse
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The StartOut #Index highlights the landscape of LGBTQ+ business, investments and economic impact. 🌈 We found that LGBTQ+ founders have been foundational in the economic growth and sustainability of this country, despite receiving less financial support than the average founder. 🧠 Learn more about our research at startout.org/index
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Alloy celebrates #pride all year long. 🏳️🌈🏳️⚧️ Meet some of the members of our LGBTQ+ employee resource group (ERG) in the video below. To learn more about what the ERG is up to, check out a new blog post from the group's leader, Ariana Longoria, here: https://lnkd.in/ef48hXza
Financial Advisor at Raymond James
3wGo RJ!!!