The Evolving Legal Landscape for LGBTQ+ Clients
Join us for a conversation circle focused on the evolving legal environment affecting LGBTQ+ clients and its implications for financial planning practice. We'll discuss pending state legislation, recent federal policy developments, and growing concerns about the durability of Obergefell v. Hodges following its mention in the Dobbs decision.
An attorney practicing in this area will join us to provide legal context and answer questions. This session is designed to help financial planners better understand the concerns their LGBTQ+ clients may be bringing to planning conversations, and to discuss how these developments may affect estate planning, benefits, and financial security for this client population.
Moderator: Diana Bacon, CFP®
Diana Bacon, CFP® is a Partner and Senior Wealth Advisor at Apella Wealth. Her values based personal financial planning approach grew out of working with women in transition, LBGTQ+ clients, and people seeking to live authentic lives. She lives in San Francisco, CA with her spouse, two children and two rescue dogs.
Moderator: Philip Olson, CFP®
Philip lives in Austin, TX and co-owns Solstice Wealth with his wife, Julia Lorenz-Olson. Originally a theater-major by training, Philip takes non-traditional approach to financial planning and creativity in the industry.
Audience: Everyone
As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.
Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.