Melissa Joy is joined by guest, Laura LaTourette, CFP, to discuss financial planning for LGBTQ clients. Laura is a gay financial planner who founded Family Wealth Management Group, located in Georgia, and co-launched Rainbow Network for LGBTQ financial advisors in 2022.
Financial Planning Considerations for LGBTQ People – Additional Resources:
- Find Laura LaTourette on Twitter @LauraLaTourette and LinkedIn
- SAGE Advocacy & Services for LGBTQ+ Edlers (https://www.sageusa.org/)
- More about Rainbow Network
- Estate Planning Considerations for LGBTQ Couples
- CFP Board resources for LGBTQ individuals and couples
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.