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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 Sharon Rich is a pioneer in financial planning, blending her expertise in women's psychology and socially responsible investing with decades of experience teaching, writing, and advocating for inclusive financial practices."

Audience: Everyone
Moderator:
Sharon Rich