During Pride Month, financial planners and advisors are invited to join a meaningful Conversation Circle hosted by members of the NAPFA Pride Affinity Group.
This interactive session will focus on working more effectively and thoughtfully with members of the LGBTQ+ community. As our profession continues to prioritize inclusivity—both within our firms and across our client relationships—it's essential to stay informed and intentional in our approach.
We’ll share educational resources, discuss the evolving landscape of inclusive language, and explore ways to better support both your colleagues and clients. Bring your questions, insights, and experiences for an engaging and impactful discussion. We look forward to learning together.
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.