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For Professional Advisors

Professional advisors play important roles in helping individuals, couples, and families plan for their futures. For more than a decade, Horizons has supported financial advisors, estate-planning attorneys, and other professionals in deepening their knowledge and enriching their practices so that they can comprehensively and effectively serve their LGBTQ clients.

Our annual series for professional advisors provide educational and networking opportunity for financial advisors, estate-planning attorneys, and other professionals who work closely with LGBTQ clients. Our upcoming events are:

THE 2019 PROFESSIONAL ADVISORS SERIES: 

Capacity is limited and RSVP is required. If you have questions or would like more information about joining the Professional Advisors Network, please contact Theary Chan, Director of Philanthropic Services, at 415.398.2333 x121 or email at [email protected].

In addition to excellent curriculum, these sessions present unique opportunities for advisors to connect with scores of other professionals in a relaxed “lunch and learn” setting. In some instances, programs offer continuing education units as well.

Thank you to San Francisco Business Times for their support of this series.

 

 

 

Directory of Professional Advisors

Horizons Foundation is proud to offer a dynamic online Directory of Professional Advisors for the LGBT Community. The directory features attorneys, financial advisors, accountants, real estate, and insurance professionals who offer services that address the unique needs of LGBT clients. 

access the directory »

Make History with Horizons!

Horizons’ bold Now and Forever Campaign creates a permanent source of funds that will support the LGBTQ community forever. Watch the video to learn more »

Donor-Advised Funds

A Donor-Advised Fund can help you take a tax deduction in the current year, avoid capital gains from the sale of highly appreciated assets, and spread the granting of charitable gifts over an unlimited number of years.

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