Wednesday, December 11, 12-1:00pm via Zoom | Free for ORPIB Members. $10 for non-members.
Financial planning is important for everyone, yet not necessarily always an easy or seamless undertaking. This is especially true for us as members of the LGBTQIA community, keeping in mind our unique needs as we plan for a secure and comfortable financial future.
LGBT Working for You and Your Business is designed to help small-business owners understand the financial strategies and tools available to help run their business more effectively.
Topics include:
This zoom educational series, by Financial Advisor Ara Serjoie, is designed to offer insights and understanding for fellow members of the LGBTQIA community in these key areas:
Ara Serjoie (he/him) is a Financial Advisor with Edward Jones. He has dedicated my career to helping people, with the first 30 years taking place in higher education and the nonprofit sector. Now, as an Edward Jones financial advisor, I have the pleasure of working with clients to understand your goals and help you achieve them. Read Ara's full bio here.