Helping Older LGBTQ+ Americans Navigate Retirement

Presentation Deck

• SAGE National: The largest and oldest organization dedicated to LGBTQ+ aging, offering resources on financial security, healthcare, and community.
• National Center for Lesbian Rights: Advocates for LGBTQ+ equality and provides resources on legal issues impacting financial security, such as estate planning.
• Family Equality: Offers legal guidance and resources for LGBTQ+ families, including estate planning considerations for same-sex couples with children.
• Human Rights Campaign Foundation: The educational arm of the Human Rights Campaign, the nation’s largest LGBTQ+ civil rights organization.
• Lambda Legal: A national organization that uses litigation, public policy, and education to justice for the LGBT+ community and people living with HIV.

To view our speaker’s full list of resources, download the presentation above and scroll to slides 14-17.

Laura LaTourette, CFP®, Founder, Family Wealth Management Group

As a self-made entrepreneur, Laura J. LaTourette, CFP®, has built her career in financial services on her own terms. She has learned to repeatedly channel her strength and independence to achieve her goals in life. It is this same spirit of independence that Laura seeks to bring out in her clients, encouraging them to develop a clear understanding of their gifts, to conquer their fears, to dream big, and to live fully so they leave a legacy of love. Laura’s practice is focused on financial life planning, wealth management, and legacy planning. She’s grateful to serve women, allies, and LGBTQ clients nationwide. Laura is deeply committed to elevating inclusion, belonging, diversity, equity, inclusion, and accessibility (IBDEA) priorities in the financial services industry; she currently serves as a CFP Board Ambassador, a SAGE Ambassador, and a PridePlanners Knowledge Circles Host where she guides colleagues on their journeys from allies to advocates. Laura lives on a farm with her wife Susan at the foothills of the Appalachians and cares for an array of animals, including llamas. She’s a gramma to four incredible humans and strives to live life fully every day.

According to a recent Gallup poll, the percentage of U.S. adults who self-identify as LGBTQ+ has doubled since 2012, rising to 7.1%. SAGE, a nonprofit organization dedicated to improving the lives of LGBTQ+ older people, found that 51% of LGBTQ+ elders are worried they won’t have enough money as they age, compared to 36% of the general population. This elevated level of financial insecurity can be attributed to several factors, including public health epidemics and decades of discrimination. In this webinar, CFP Board Ambassador, Laura J. LaTourette, CFP®, will dive into recent LGBTQ+ retirement trends, the impact of the HIV/AIDS crisis as well as other factors on retirement, and the retirement concerns facing low- to moderate-income LGBTQ+ elders. By the end of the webinar, CFP® professional volunteers will learn how to become an ally and advocate for their LGBTQ+ clients during and beyond pro bono engagements.

Participants in the webinar will:

• Understand recent trends in LGBTQ+ retirement;
• Explore the lasting impact of a number of key factors on LGBTQ+ retirement, including the HIV/AIDS crisis and institutional discrimination;
• Understand the different retirement needs of aging LGBTQ+ members;
• Discuss how historical knowledge and acts of advocacy by advisors can help older LGBTQ+ Americans; and
• Explore the resources financial planners and their clients can use to navigate retirement.

This webinar is sponsored by Fidelity Investments

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