Skip to main content

Don't Wait: Purchase Your Pass for Our Inaugural Masterclass Program! LEARN MORE ->


As more Americans are “coming out of the closet” and identifying as LGBTQ, it is more likely that financial professionals will work with clients who are members of the LGBTQ community. LGBTQ individuals often will have different concerns and seek out different advice from those of “typical” heterosexual clients that financial professionals may be more familiar with. This webinar, led by George Schein from Nationwide, aims to raise awareness of some of the special considerations that come into play when working with LGBTQ clients.

The learning objectives include:

  • Learn about how LGBTQ+ discrimination, particularly in the workplace, impacts the financial lives of all LGBTQ+ individuals.
  • Think through ways to help with the finances involve in family planning for LGBTQ+ couples .
  • Understand the critical importance of planning for LTC for LGBTQ+ individuals.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Register for Webinar

Form container
Personal Info
Complete the form below
Survey Data
A CFP ID number will be required in order to receive CE credit for this webinar.
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.