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Financial Wellness Series: Insurances and Estate Planning

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The three part Financial Wellness Series focuses on some of the unique considerations of financial planning and wellness that are unique to the LGBTQ community. Whether young or older, single or partnered, with or without children. We all have things to better understand to help us make clear and sound financial decisions.

You can insure everything from your life to your pets. Lets understand some of the different types of insurances and protection that are available to you and those you care about. This workshop will also focus on the basics around wills, trusts and the financial responsibilities of being Registered Domestic Partners or legally married.

Led by a member of the LGBTQ community, Steve Earley has lived in OC for 15 years and has been active
as a financial planner for nearly 30 years. He has a private practice in Tustin and works with a variety of
families, individuals and business owners. Steve is also a
licensed Marriage & Family Therapist, and brings a unique focus to money matters.

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