Description

Retirement by Design —Financial Planning for LGBTQ+ Community 

Wednesday, September 11,  12-1:00pm via Zoom | Free for ORPIB Members. $10 for non-members.

Financial planning is important for everyone, yet not necessarily always an easy or seamless undertaking. This is especially true for us as members of the LGBTQIA community, keeping in mind our unique needs as we plan for a secure and comfortable financial future. 

LGBT Retirement by Design Seminar illustrates how you can help translate one's vision for retirement into tangible goals. Whether someone is 10 or 40 years from retirement, LGBT investors will learn investment strategies to help design the retirement they want. 

You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and how you can keep their strategy on track. 

About this Series

This zoom educational series, by Financial Advisor Ara Serjoie, is designed to offer insights and understanding for fellow members of the LGBTQIA community in these key areas: 

• Retirement by Design Seminar (September 11)
• Script Your Family's Future: Why You Need an Estate Plan (October 9)
• Healthcare and Long-term Care in Retirement (November 13)
• Working for You and Your Business (December 11)

About the Speaker

Ara Serjoie (he/him) is a Financial Advisor with Edward Jones. He has dedicated my career to helping people, with the first 30 years taking place in higher education and the nonprofit sector. Now, as an Edward Jones financial advisor, he has the pleasure of working with clients to understand their goals and help them achieve them. Read Ara's full bio here.