Description

The IBA is excited to bring to you a two part series: Prosperity Planning. This two part series will be conveineitly hosted virtually with the first session on November 17 followed by January 19. 

Part 1:

Prosperity Planning Series: The Power of LGBTQ+ Financial Health with Jiselle Rouet

• November 17, 2026 from 12-1pm on Zoom

Part 2:

Prosperity Planning Series: The Power of LGBTQ+ Estate Planning with Angela Giampolo

• January 19, 2027 from 12-1pm on Zoom

We have all heard the terms “budgeting, saving, investing, planning ahead.” But what we don’t hear about is how the depth and meaning of these terms shift when applied to the LGBTQ+ community. For example, what might be considered a “discretionary (non-essential) expense” to a cis-gendered heteronormative person may be vital to a trans person’s physical and emotional well-being. In this workshop we will discuss these four areas of financial planning with a critical focus on issues of importance to the LGBTQ+ community.

What We'll Aim to Cover:

• Budgeting: Understanding and staying on top of your cashflow
• Saving: How to prioritize expenses while thinking about the future
• Investing: Social security who? ESG Portfolios and opportunities to invest in things that support YOU
• Planning Ahead: Retirement, care, legal considerations

November 17, 2026

12:00 PM - 1:00 PM

Zoom, must register to receive Zoom link!

This is a two part series! Don't miss part two: Prosperity Planning: The Power of LGBTQ+ Estate Planning with Angela Giampolo on January 19, 2027. Register Here!