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: www.nasbaregistry.org.