Advanced LGBTQ+ Planning-Slide handout

Slide handout

Pdf Summary

The workshop, facilitated by Michelle Wilson, focuses on advanced planning topics concerning LGBTQ families. Key learning objectives include identifying gender transition steps and their financial implications, understanding family-building options, and applying strategies to navigate emotional family dynamics effectively. The workshop emphasizes interactive peer learning, using case studies and group discussions to explore specific planning scenarios, such as gender transitions, family conflicts, and discrimination.<br /><br />Attendees are encouraged to bring their own experiences and share resources to provide optimal support for LGBTQ clients. The session also addresses the nuances of gender, sex, identity, expression, and orientation, highlighting the importance of not making assumptions about gender identity and ensuring respectful communication by using preferred names and pronouns.<br /><br />The workshop aims to cultivate an inclusive office environment and addresses possible challenges, such as misunderstandings about gender and pronouns within the office culture. Topics like navigating family conflicts, assisting clients in starting families, and addressing complex relationships within non-traditional family structures are discussed. The session offers practical advice for handling each unique situation, including managing office culture disputes and working with clients undergoing name and gender marker changes.<br /><br />Michelle shares various resources, like the NAPFA Pride group, safe zone training, and directories for LGBT family-building and transgender resources. The importance of having an inclusive, respectful, and understanding approach is emphasized throughout, encouraging participants to continually educate themselves and adapt their practices to best support diverse clients. The workshop concludes by offering contact information and additional resources for further learning and support.

Keywords

LGBTQ families

gender transition

family-building

emotional dynamics

peer learning

inclusive environment

gender identity

office culture

non-traditional families

transgender resources