Take Pride In Your Money
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LGBTQ+ Financial Empowerment Seminar
In this presentation and Q&A session, gay Financial Advisor David Treece, will introduce Take Pride In Your Money, a new online course that focuses on the unique financial planning challenges faced by the LGBTQ+ community, including the financial implications of marriage equality on Social Security benefits, estate planning for same-sex partners, making a plan to age alone, exploring inclusive senior housing options, and how to invest according to your values.
Attendees will receive complimentary access to the full 25-lesson course, resource library, and an opportunity to join further group financial advice sessions with David.
*You do not need to identify as LGBTQ+ to attend this seminar.
Lunch will be provided.
Followed by Pride Month Social/Mixer from 12:30 - 3pm
Lambda Living is a program of Jewish Community Services of South Florida, a 501(c)3 non-profit organization.12000 Biscayne Blvd, Suite 303, North Miami, Florida 33181 | Admin: 305.899.1587