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Estate Planning & Financial Planning for the LGBTQ Community

  • 9655 Granite Ridge Drive #200 San Diego, CA 92123 (map)

October is LGBTQ+ History Month — it’s time to plan for your future.

LGBTQ+ individuals and families often face extra hurdles in long-term and estate planning: legal limits on family recognition, outdated default laws, unequal access to spousal benefits, and more.

Join Rebecca Secord, Esq. and Jessica K. Martini, CFP®, Financial Advisor with Northwestern Mutual, for a focused discussion on estate planning designed for the LGBTQ+ community.

They’ll walk through:

  • Why estate planning is especially critical in LGBTQ+ contexts

  • Key legal documents everyone should have (will, trust, power of attorney, healthcare directive)

  • How to protect your partner(s), children, and chosen family — married or not

  • Integrating financial strategies (investments, insurance, retirement accounts) with your estate plan

  • Real-life scenarios and pitfalls to avoid

  • Tips on communicating your plan with loved ones and professionals

Whether you’re building a family, protecting a partner, or simply want to be prepared, this webinar gives you tools and confidence to make your wishes honored — not assumed.

Join us on October 30, 2025 at 1pm on Zoom. Click the link below to register

Register Here
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October 9

Estate Planning for Parents Workshop