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Conversation Circle - LGBTQ+ Planning in the Current Climate
Conversation Circle Information

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: Everyone
Moderator: Leah Coleman

Profile photo of Leah Coleman CFP®, AAMS®
Conversation Circle Guidelines
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.
Summary
Availability:
Registration Required
(31 seats available)
Access expires on Jun 12, 2025
Location:
Online Meeting
Date / Time:
Jun 05, 2025 1:00 PM - 2:00 PM ET
Cost:
FREE
Credit Offered:
No Credit Offered
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