Webinar Replay: Empowering LGBTQ Households through Financial Advice Awareness

Despite recent civil rights advances, LGBTQ Americans still face unique challenges when it comes to finances and legal protections.

In this webinar, we heard from three financial professionals who actively work with same-sex couples and members of the LGBTQ community on critical topics that financial advisors need to know to make sure they're providing an inclusive experience for all clients and are able to create financial plans to help protect clients and their loved ones.

Panel:

  • Leanne Plancic, Retirement Planning Specialist, Equitable Advisors

  • Jason Crawford, Sr. Consultant, Ascend Planning and Consulting

  • Mark Seebeck, Principal, Seebeck & Associates

Asset-MapReplay