Advisor-only Seminars
Horizons periodically offers events and seminars specifically geared towards professional advisors who work with LGBT clients.
Upcoming Events
Horizons Foundation is pleased to present the 2012 Professional Advisors Series - an opportunity for professional advisors to the LGBT community to network and learn about topics that span the various areas of practice. The series also provides an opportunity to learn more about the tools Horizons Foundation provides to advisors and their clients for planning and charitable giving, for both lifetime giving and estate planning.
All of the 2012 Professional Advisor Series events will be held at:
Northern Trust
580 California Street, 18th Floor
San Francisco | Directions
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Who's Your Client?
Thursday, January 26, 2012
12:00 p.m. – 1:30 p.m.
Representing same-sex couples - whether tax planning, financial planning, or estate planning - is increasingly complicated. When a client wants advice, are you talking with them about their community property or their separate property?
Come hear these experts discuss how to help assess the needs of your LGBT clients. What is their risk profile and how does it differ as individuals and as a couple? With the new IRS filing requirements, how do you help clients plan for taxable events like exercise of options or sale of real estate?
PRESENTERS:
Michael Schlect, Manager, Deloitte Tax, LLP
Jane Swan, Second Vice-President, Northern Trust
David Gellman, Managing Partner, Goldstein, Gellman, Melbostad, Harris & McSparran, LLP
MODERATOR:
Deb L. Kinney, DLK Law Group PC
Discussing Pre- and Post-Nuptial Agreements With Your LGBT Clients
Thursday, March 1, 2012
12:00 p.m. – 1:30 p.m.
Though "pre-nups" and "post-nups" have a negative, unromantic reputation, talking about them with your clients can itself be a useful financial planning tool - and a positive form of community education about the rights and responsibilities that come with having a legally recognized relationship.
Come learn why, when, and how to talk about such agreements with your clients who are considering marriage and/or domestic partner registration, or who have already married or registered.
PRESENTERS:
Charles Spiegel, Attorney/Mediator
Heba Nimr, Attorney/Mediator
Dylan Miles, Attorney/Mediator
Charitable Estate Planning for LGBT Clients
Thursday, September 13, 2012
12:00 p.m. – 1:30 p.m.
Learn how to discuss philanthropy with your clients and encourage them to add a charitable component to their estate plans to experience the empowerment of leaving a legacy.
Hear from our panel of experts on how to provide added value to your clients by understanding the importance of philanthropy in estate planning. You'll also learn to communicate the idea effectively, enabling your clients to realize their estate planning and philanthropic goals.
PRESENTERS:
Alma Soongi Beck, The Beck Law Group
James N. Eimers, Law Offices of James N. Eimers
Holiday Mixer
Thursday, December 6, 2012
5:30 p.m. – 7:00 p.m.
Ring in the season with a fun and festive networking event with other professional advisors who work with LGBT clients and support the LGBT community!
Other Learning Opportunities
From time to time, the Professional Advisors Council will offer Supplemental Learning Sessions (SLS) that will give professionals in the same areas of practice an opportunity to gather in an informal atmosphere for case studies and sharing. If you are interested in starting or participating in an SLS on a specific topic, please contact:
Barry Taylor, Chair, Professional Advisors Council
415.291.9999
barry@integratedfinancialsolutions.com
Your LGBT Community | Your LGBT Foundation
