Financial Planning Day

Oct 21 10:00 am 2:00 pm

Please join us for the first-ever LGBTQ Financial Planning Pro-Bono Day – a day where members of the LGBTQ community and allies get access to great financial education sessions and pro-bono 1:1 consultations with some of the Bay Area’s top advisors including members of Horizons’ Foundation Professional Advisors Council.


Participants will get valuable information in important life areas including Tax Planning, Investing, Estate Planning, and “Family Matters” which include financial and legal implications of marriage/divorce/domestic partnership and having a family.


This event is in partnership with the Horizons Foundation and in concert with the Financial Planning Association’s Pro-Bono Day. Pre-registration is recommended but not required. People who pre-register will receive more information on individual workshops and 1:1 consultations as it becomes available.


For full list of our free events for EJM2017 click here.