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Take Pride In Your Money

  • 18 Jun 2024
  • 11:00 AM - 3:00 PM (EDT)
  • Senior Planet Miami - 317 NW 28 Street Miami 33127

Take Pride In Your Money

REGISTER HERE

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 

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