[WEBINAR] Special Considerations for LGBTQ Clients’ Financial Futures from Nationwide
Tuesday 06/18/2024 at 1:00 pm - 2:00 pm CDT
Credit hours: 1 | Not approved in: AK, HI, NJ, OK & TX Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
LGBTQ professionals are a growing client segment in financial services. These clients may have special considerations a financial professional should take into account when talking to them about choices they make around current finances, as well as short and long-term financial goals. This course will provide insights into working with LGBTQ clients and highlight those considerations that may differentiate the analysis and guidance that is typically provided.
Credit hours: 1 | Not approved in: AK, HI, NJ, OK & TX
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
LGBTQ professionals are a growing client segment in financial services. These clients may have special considerations a financial professional should take into account when talking to them about choices they make around current finances, as well as short and long-term financial goals. This course will provide insights into working with LGBTQ clients and highlight those considerations that may differentiate the analysis and guidance that is typically provided.
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