Celesq® Programs

Bressler's Raising the Bar Series: Financial Planning for LGBTQ Families

Active
Program Number
31165
Program Date
2021-08-19

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
  • Florida
  • 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
  • Florida Eligible
  • Personal Injury