his conversation circle is an open forum to discuss experiences and/or issues you have encountered while working with clients that are part of the LGBTQ+ community. Possible topics are tax planning around marriage or not, long term care, estate planning issues and passing of assets at death, family planning for same-sex couples, transitioning and planning, coming out at work, or relationship ending without marriage or estate planning.

Moderators: Steve Doster 
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.