Part 4 of a 4-part educational series where we dive into the basics of LGBTQ+ business and individual financial planning. In this session, we will review the previous session topics, and then open the room to answer what you want to hear about.

We will be answering questions live, but if there is anything specific you’d like to see answered, please submit questions to brigette.gunn@nm.com and/or lia.moylan@nm.com by 11.10.2024.

Financial Planning Series

  • February 26 | Overview of Financial Planning – LGBTQ+ Edition
  • May 20 | Breaking down the Basics – LGBTQ+ Financial Planning Pt 1
  • August 26 | Breaking down the Basics – LGBTQ+ Financial Planning Pt 2
  • November 18 | Ask Me Anything: LGBTQ+ Financial Planning

Please note – this session will NOT be recorded due to privacy policies with our partner.

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