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

19 Aug , 2021

To register for the upcoming live webinar, please Click Here

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.

To register for the upcoming live webinar, please Click Here

More Webcasts

Accounting For Non-A...

Designed for attorneys without formal accounting training, this course provides a clear, practical f...

Key Differences Betw...

This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...

Building a Plan for ...

As artificial intelligence becomes the engine of the global economy, the value of "AI-ready" data ha...

Litigation Series: M...

This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...

What Is GAAP? (Defin...

This course breaks down GAAP’s ten foundational principles and explores their compliance impli...

Choosing the Right B...

In “Choosing the Right Business Entity,” I will walk through the issues that matter most...

Dealing with New Tec...

Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...

One Misstep Away: Et...

This ethics program examines common, but often avoidable, professional responsibility mistakes that ...

Litigation Series: S...

This presentation teaches attorneys how to deliver memorized text—especially openings and clos...

Budgeting & Forecast...

This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...