Bressler's Raising the Bar Series: Financial Planning for LGBTQ Families
Program Number
Program Date
CLE Credits
This podcast episode brings together Brian Ellis, a Financial Institutions Litigator with Bressler, Amery & Ross, P.C., with his lifelong friend and former college roommate, Jamie McGill, who is a Certified Financial Planner and Financial Advisor at Christopher Street Financial, a RIA that is focused on the financial planning and investment advisory needs of the LGBTQ+ and progressive communities. Brian and Jamie will reminisce on their friendship prior to and after Jamie’s coming out, and will address the evolving legal landscape facing the LGBTQ+ community. Fred Schoenbrodt, Bressler’s Trusts & Estates Practice Area Leader, will also join Brian and Jamie to discuss personal, financial, and estate planning, and will review important considerations for LGBTQ+ individuals and families.
Available in States
- California
- Colorado
- Georgia
- New Jersey
- New York
- Texas Self Study
Program Categories
- Discrimination Law
- Diversity, Inclusion and Elimination of Bias
- Domestic Relations
- Estate Planning
- Estate Planning & Probate
- Family Law
- Federal Courts
- Financial Services
- Personal Injury
PROGRAM CREDITS
- Diversity, Inclusion, and Elimination of Bias : 1 Credit
