Discuss what you are doing to help LGBTQ+ clients. What questions and concerns do they have? How are you addressing these questions and concerns? Come prepared to discuss and contribute!
Facilitator Leah Coleman, founder of Orchard Financial Group in Austin, specializes in helping LGBTQ+ families in their 30s and 40s take control of their finances. With a personalized approach, she designs custom financial plans and investment strategies tailored to each client’s unique goals and life journey.
Audience: EveryoneModerator: Leah Coleman