LGBTQ Financial Planning Day
Horizons Foundation announces the second annual LGBTQ Financial Planning Day – a day where members of the LGBTQ community will have access to informative financial education sessions and pro-bono consultations with some of the Bay Area’s top advisors including members of Horizons’ Professional Advisors Circle.
Participants will get valuable information in important life areas including Financial Planning, Estate Planning and Tax Planning, by attending group presentations and private one-on-one consultations.
10am: Refeshments plus 1-on-1 consultations
11am: Estate Planning and Tax Planning Presentations (1-on-1 consultations ongoing)
12pm: 1-on-1 consultations ongoing
1pm: Estate Planning and Tax Planning Presentations (1-on-1 consultations ongoing)
2pm: 1-on-1 consultations ongoing
Download the schedule: FPD Schedule- 2018
We welcome you to stop by at anytime from 10am to 2:30pm for Pro Bono consultations and or any presentation during their alotted times.
Our special thanks to the SF LGBT Center and the Financial Planning Association, for their collaboration and partnership!
Please contact us at [email protected] for more information.