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Evaluation

Breakout Session: Roundtable Discussion

Education Breakout Sessions | Block 4

Reflections on a 40 -Year Career Serving the LGBTQ+ Community

Monday, November 3, 2025
2:45 PM - 3:45 PM PDT
Location: Level 2: 254-255
CE: 1 CFP CE Credit(s)
CFP CE
Stuart will lead an interactive session on his long career of serving clients in the LGBTQ community in a roundtable discussion format with historical perspective on momentous events that has shaped the community in some empowering and challenging ways. He'll provide examples of how he encountered then unique circumstances and strategies and approaches he used to tackle them. The overall intention will be to engage with other attendees to share their stories as we continue working to build a community of leaders.

Learning Objectives:

  • Gain an important historical perspective on the arc of financial planning challenges and progress the LGBTQ+ community and the advisors serving them have faced over the last 40 years .
  • Understand more fully how this professional used a wide range of personal and professional skills to promote progress and build community.
  • Conclude with an action plan of what challenges lay ahead and how we can empower planning professionals in the years to come