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