In this enlightening podcast episode, join us as we delve into the intricacies of LGBTQ+ financial and legal planning. Our guest, Mindy Neira, a seasoned financial planner with a focus on serving the LGBTQ+ community and individuals with disabilities, provides valuable insights into the challenges and considerations faced by this diverse group.

From navigating complex legislation to understanding the impact of legal changes on families, Mindy offers guidance on planning for a more inclusive and equitable future. Discover the role of allyship in financial planning, how to recognize an ally, and explore the new D.E.I. (Diversity, Equity, and Inclusion) certification that helps identify planners committed to fostering inclusive environments. Join the conversation and gain a deeper understanding of how planning intersects with identity, rights, and community support.

Mindy is Co-Chair of the National Association of Personal Financial Advisors (NAPFA) Diversity, Equity, and Inclusion Steering Committee. Her specialty focus area is with individuals and families who have planning needs related to disability or other medical conditions. She also partners with those who are Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). 

Connect to learn more:

Website: https://moderawealth.com/people/mindy-neira/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/mindyneira/

Find an Advisor tools:

NAPFA: https://www.napfa.org/find-an-advisor

FPA: https://www.plannersearch.org/

XYPN: https://connect.xyplanningnetwork.com/find-an-advisor

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For more information about True North Disability Planning you can find us here:

Web: ⁠⁠https://truenorthdisabilityplanning.com/⁠⁠

Podcast (ABCs of Disability Planning) - ⁠⁠https://anchor.fm/abcs-disability-planning⁠⁠

Waypoints - ⁠⁠https://waypoints.substack.com/⁠⁠

Facebook: @TrueNorthDisabilityPlanning

Twitter: @NeedsNavigator