Planning Practices for LGBTQ+ Households: A Fireside Chat

(1 CFP® CE Credit*)
Financial planners are in a great position to serve the LGBTQ+ community, but they may not know where to start. While marriage equality may have made things easier from a financial perspective, the are still challenges that planners need to understand.

Hear from eMoney's Sasha Grabenstetter, AFC® as she sits down with Jacob Rivas, MS, CFP®, EA, and Beth Jones, RLP®, AIF®, CeFT® to discuss ways to help financial planners be more inclusive with prospective and current LGBTQ+ clients.

*CFP Credits not applicable for viewing recorded webinar

Jacob Rivas, MS, CFP®, EA​ Financial Advisor​ i•financial​
Jacob Rivas, MS, CFP®, EA
Financial Advisor
Beth Jones, RLP,® AIF®, CeFT®​ President​ Third Eye Associates, Ltd.​
Beth Jones, RLP,® AIF®, CeFT®
Third Eye Associates, Ltd.
Sasha Grabenstetter, AFC®  ​  Financial Planning Ed. Consultant​   eMoney Advisor ​
Sasha Grabenstetter, AFC®
Financial Planning Education
eMoney Advisor