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Special Considerations for LGBTQ Clients' Financial Futures

Topic

General Principles of Financial Planning

Program ID

274495

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

This is an overview of special considerations that LGBTQ individuals take into account when making choices about their current finances, as well as short and long-term financial goals

Learning Objectives

To inform financial professionals and other professional advisors who work with LGBTQ clients of special considerations to take into account that may differentiate the analysis and advice that is typically given to a heterosexual client.