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

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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.

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