Retirement by Design —Financial Planning for LGBTQ+ Community
Date & Time: September 11, 2024, 12:00 pm - 1:00 pm
Language: English
Event Provider: Oregon Pride in Business (ORPIB)
Location: Online [Live virtual event]
Duration: 60 minutes
Cost: $10 - Scholarships available for businesses in these zip codes: 97070, 97140, 97132, 97137, 97303, 97115. Click here to see if you qualify.
For businesses outside of the above zip codes, register here.
ABOUT THE EVENT: 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:
Retirement by Design Seminar (September 11)
Script Your Family's Future: Why You Need an Estate Plan (October 9)
Healthcare and Long-term Care in Retirement (November 13)
Working for You and Your Business (December 11)
About the Speaker: 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, he has the pleasure of working with clients to understand their goals and help them achieve them. Read Ara's full bio here.