Transform Your Life With A Big Gay Retirement Plan!
Join South Florida Gay Financial Advisor & LGBTQ+ Advocate David Treece for a series of complimentary webinars that go beyond traditional financial planning advice.
It's not just about saving and planning wisely; it's about standing tall, armed with knowledge and confidence.
Equip yourself with the tools to make informed decisions and build a dedicated team of allies who have your back.
Shape a future where every queer dollar saved propels equality, justice, and prosperity for yourself, our community, and beyond.
Take advantage of this unique opportunity to gain insights and advice from a pioneering LGBTQ+ advocate, access attendee-only resources, and engage in live Q&A sessions.
Introductory Session: Building Your Big Gay Retirement Team
WATCH RECORDING
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Gain insights into the unique financial challenges faced by the LGBTQ+ community.
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Discover resources to build a supportive team of allies from community-focused resources.
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Take action and be a catalyst for financial transformation.
Claiming What’s Yours: From Benefits to Beneficiaries
November 16, 2023, 2:30-3:30 p.m. ET
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Know what happens to you or your loved one when someone dies:
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Does a pension stop?
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Will you lose a big Social Security check?
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Is there life insurance to claim?
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Do you need to retitle assets?
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Update beneficiaries?
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Probate a will?
“Gay-ging” Alone: Planning to Age with Pride
November 30, 2023, 2:30-3:30 p.m. ET
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Discuss financial considerations and strategies for adults aging alone.
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Uncover available options and ideas for LGBTQ+ inclusive housing.
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Explore retirement planning, budgeting, and investment strategies.
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Learn to avoid going "back in the closet" due to loss of employment, housing, and services.
Proactive Healthcare Planning: The Importance of Insurance
December 7, 2023, 2:30-3:30 p.m. ET
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Learn how disability and health insurance, Medicare, Medicaid, and long-term care to ensure your best care is covered.
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Discuss the context of the AIDS epidemic and its impact on LGBTQ+ healthcare access.
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Examine the caregiving role of LGBTQ+ individuals and how the CARE Act and advance directives can offer guidance and support.
LGBTQ+ Investing to Ignite Change
December 14, 2023, 2:30-3:30 p.m. ET
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Explore the psychological aspects of money and power
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Discover how to invest according to your LGBTQ+ values, including environmental social governance (ESG), 401(k), and other behavioral-based options.
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Gain strategies to help deal with negativity by focusing on what you can control and change to be grateful and enjoy the life you have invested in.