Advising LGBTQ Clients in the New Political Climate

April 6, 2017 @ 11:30 am – 2:00 pm
Transamerica Pyramid
600 Montgomery St
San Francisco, CA 94111
Anthony Morin
415.398.2333 ext. 115

PAC_EmailBanner_2016_V1With so many looming threats under the new presidency, how should professional advisors provide advice to LGBTQ clients?

Join us for an interactive conversation from leading experts, and gain better perspective
of what might lie ahead.


11:30 a.m. – 12:00 p.m. – Lunch & Networking
12:00 p.m. – 1:30 p.m. – Learning Session
1:30 p.m. – 2:00 p.m. – Questions & Networking


Alma Soongi Beck and Steve Branton, CFP


Denise Hughes, Author, Speaker and Money Coach

Denise Hughes  Denise Hughes, Author, Speaker and Money Coach will be one of our guest panelists speaking on the panel. Denise has a Master’s degree in psychology and works closely with individuals and couples as a financial coach. She helps unlock the money conversations that are often difficult to have. She is a guest consultant for Money Magazine and the Wall Street Journal.


Amy Whelan, Senior Staff Attorney, National Center for Lesbian Rights

Amy WheelanAmy Whelan has been a Senior Staff Attorney at the National Center for Lesbian Rights (NCLR) since 2011 and works on NCLR’s full range of litigation, policy, and public education work. Amy litigates complex civil cases around the country regarding marriage equality, employment discrimination, Title IX, family law, access to healthcare, prisoners’ civil rights, the First Amendment, and other constitutional matters. Before joining NCLR, Amy was an associate at the San Francisco firm of Rosen, Bien, Galvan & Grunfeld LLP (RBGG). There, she represented individuals, organizations, and classes of people in litigation before federal and state courts and administrative agencies, principally in the area of civil rights. In 2008 and 2009, Amy was a member of the trial team in Coleman/Plata v. Schwarzenegger, a combined lawsuit challenging the California prison systems.

Patricia A. Cain, Professor of Law at Santa Clara University

Patricia A. CainPatricia A. Cain is Professor of Law at Santa Clara University and the Aliber Family Chair in Law, Emerita, at the University of Iowa. She held the Inez Mabie Distinguished Professorship during her first five years at Santa Clara Law (2007-2012). She is a graduate of Vassar College and received her J.D. from the University of Georgia. She began her academic career at the University of Texas at Austin, where she was a member of the faculty for 17 years, before moving to the University of Iowa in 1991, and then to Santa Clara in 2007. She is the author of Rainbow Rights: the role of lawyers and courts in the lesbian and gay civil rights movement (Westview Press 2000) and Sexuality Law, 2nd Edition (Carolina Academic Press 2009)(with Arthur S. Leonard). Professor Cain is a member of the American Law Institute and a fellow of the American College of Trust and Estate Counsel. She is a frequent speaker at CLE events around the country, including recent talks at Duke Law School, the University of Texas Law School, the State Bar of Texas, the State Bar of Iowa, the AICPA National Tax Conference, and numerous ABA Conferences. She teaches courses in federal taxation, property, wills and trusts, estate planning, and sexuality and the law. Most of her recent scholarship focuses on tax planning for same-sex couples. She maintains a blog called Same Sex Tax Law.

Please be prepared to show identification to building security. This event requires advance registration; due to building restrictions, we are unable to accommodate guests who have not registered. Registration will close 24 hours prior to event or when we have reached capacity.

Please contact us at [email protected] or at 415.398.2333 ext. 115 if you have any questions or to make changes to your registration. Register online here »

The Professional Advisors Series is an educational and networking opportunity for financial advisors, estate-planning attorneys, and other professionals who work closely with LGBTQ clients. 

Register online here »