Build Your Expertise in LGBTQ+ Planning

LGBTQ+ Americans are the fastest-growing minority segment in the U.S. at 7 percent of adults—and their planning needs are unique.¹ In fact, 63 percent of people in this community feel most advisors don't understand their financial challenges.²

If you'd like to build strong relationships with LGBTQ+ clients, the Candid Conversations: LGBTQ+ Planning guide is for you. This eBook combines experienced advisors' insight with principles of counseling and financial psychology to help people find a welcoming space to talk about money.

This Candid Conversations guide will help you:

• Understand the milestones you can help plan for
• Explore strategies and solutions that can personalize planning
• Learn simple techniques to deepen client conversations

Download our free eBook for insight into a more inclusive approach to financial planning.

¹Gallup, “U.S. LGBT Identification Steady at 7.2%," February 22, 2023.
²Nationwide Retirement Institute. “LGBTQ Finances Flash Poll," June 1, 2022.