Money Pride: Financial Planning for the LGBTQ Community
Taught by Stephanie Genkin, CFP®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™. Previously, she was a senior television news producer at CNN covering business, economics and personal finance. Her career explaining complicated money issues began more than 10 years ago when she landed a gig at CNNfn and she's been hooked ever since. Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is an active member of the Financial Planning Association of New York and is frequently quoted in the media (Yahoo Finance, USA Today, Huffington Post, MSN Money, AARP and others) on personal finance issues.
Last June the Supreme Court struck down part of the Defense of Marriage Act creating new financial planning opportunities (and a few challenges) for same sex married couples. Join us to learn more about what the changing landscape means for your money.
This class will address state vs. federal recognition and what it means for:
- Estate planning
- Individual Retirement Accounts (IRAs)
- Social Security
Plus we’ll discuss general financial planning issues you need to address whether you are married, domestic partners or still single.