Money Pride: Financial Planning for the LGBTQ Community
Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor. Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began 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 a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA) and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, 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:
- Taxes
- 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.
