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LGBTQ Financial Planning Day

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May 05

LGBTQ Financial Planning Day

By Horizons Foundation

When and where

Date and time

Sat, May 5, 2018, 10:00 AM – 3:00 PM PDT

Location

SF LGBT Center 1800 Market Street San Francisco, CA 94102

Map and directions

How to get there

Description


Horizons Foundation announces the second annual LGBTQ Financial Planning Day – a day where members of the LGBTQ community will have access to informative financial education sessions and pro-bono consultations with some of the Bay Area’s top advisors including members of Horizons’ Professional Advisors Circle.

Participants will get valuable information in important life areas including Financial Planning, Estate Planning and Tax Planning, by attending group presentations and private one-on-one consultations.

PROGRAM

10am: Refeshments plus 1-on-1 consultations

11am: Estate Planning and Tax Planning Presentations (1-on-1 consultations ongoing)

12pm: 1-on-1 consultations ongoing

1pm: Estate Planning and Tax Planning Presentations (1-on-1 consultations ongoing)

2pm: 1-on-1 consultations ongoing

We welcome you to stop by at anytime from 10am to 2:30pm for Pro Bono consultations and or any presentation during their alotted times.

Our special thanks to the SF LGBT Center and the Financial Planning Association, for their collaboration and partnership!


Tags

  • United States Events
  • California Events
  • Things to do in San Francisco, CA
  • San Francisco Classes
  • San Francisco Business Classes
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LGBTQ Financial Planning Day


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Horizons Foundation

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