Our Future, Our Terms: Strategic Planning for LGBTQ+ People & Families скачать в хорошем качестве

Our Future, Our Terms: Strategic Planning for LGBTQ+ People & Families

GLBTQ Legal Advocates & Defenders (GLAD) hosted a distinguished panel of LGBTQ+ professionals to offer insights and strategies on estate and financial planning, legally protecting yourself and your family, and aligning your financial decisions with your values. Panelists: Scott Squillace, Principal and Founder, Squillace & Associates, P.C. Lisa M. Wilson, Founding Partner at Wilson, Marino & Bonnevie Alix Magner, CFP, First Vice President, Financial Advisor, Morgan Stanley GLAD’s Legacy Society is a group of supporters who have included GLAD in their will, trust, or estate plans. Membership carries certain benefits such as invitations to exclusive GLAD events and briefings, including our annual Legacy Society Brunch, and recognition in GLAD Briefs. Learn more at https://www.glad.org/legacy-society. Learn more about GLAD's work at https://www.glad.org.