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This episode discusses the importance of equity and inclusivity in financial planning. We also look at the unique needs and challenges faced by the theLGBTQ+ community regarding retirement planning and financial management. Laura stresses the value of tailoring advice to each client's needs to create trust, ultimately fostering an inclusive atmosphere that addresses unique financial challenges for people from all backgrounds.
Read the full show notes and find more information here: RPS Ep 41 Show Notes
By Joseph Curry, CFP Professional4
88 ratings
This episode discusses the importance of equity and inclusivity in financial planning. We also look at the unique needs and challenges faced by the theLGBTQ+ community regarding retirement planning and financial management. Laura stresses the value of tailoring advice to each client's needs to create trust, ultimately fostering an inclusive atmosphere that addresses unique financial challenges for people from all backgrounds.
Read the full show notes and find more information here: RPS Ep 41 Show Notes

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