What’s Love Got to do with It, Engaging LGBTQ Clients

Join SAGE and Laura J. LaTourette, CFP – member of FPA Pride Planners as we walk through the history, language, and current financial needs of this complex population. You’ll learn how past experiences like the HIV/AIDS crisis, lack of access to quality health care, employment discrimination, and family structure make providing financial advising a unique experience. SAGE will share tips, tools, language suggestions, and guidelines on how to target your skills to this underserved community. LaTourette will bring it all together with real-life case studies on how to implement these ideals into your practice and serve the thriving LGBTQ+ community.