Advisor-only Seminars

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Horizons Foundation is pleased to present the 2013 Professional Advisors Series - learning sessions specifically geared toward professional advisors who work with LGBT clients.

For a complete listing of the 2013 Professional Advisors Series dates click here .

Upcoming Events

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The 2013 Professional Advisors Series features enhanced sessions designed to provide a year-long continuum of educational programs. When viewed as a course, the series constitutes significant learning opportunities for professional advisors who work with LGBT clients.

Each session builds on information presented in prior sessions, so attending multiple sessions will offer a distinct advantage, yet each session can stand alone as an interesting and insightful approach to some of the biggest issues facing advisors to LGBT clients.

All sessions will begin at 11:30 a.m. with 30 minutes for lunch (provided) and networking, followed by two hours of interactive learning.

All of the 2013 Professional Advisor Series events will again be held at:

Northern Trust 580 California Street, 18th Floor San Francisco | Directions

Special thanks to our 2013 sponsor

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JUNE: The Long-Term View – A Look at Retirement Planning, Employee Benefits and Insurance

Thursday, June 6, 2013
11:30 a.m. – 12:00 p.m. Lunch (provided)
12:00 p.m. – 2:00 p.m. Learning Session

Planning for retirement is absolutely critical to your clients' health, wealth and happiness. This panel will help professional advisors understand what they need to know when helping clients plan for retirement, including: How much should clients fund into deferred tax retirement accounts? How do you evaluate clients' employee benefits and plans? What does Medicare require? How are health insurance benefits administered for the LGBT community – and how is that changing?

To RSVP, please contact Jenna Heath via email or call 415.398.2333 x115.

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August: Estate Planning and Wealth Transfer

Thursday, August 15, 2013
11:30 a.m. – 12:00 p.m. Lunch (provided)
12:00 p.m. – 2:00 p.m. Learning Session

In California, we have many opportunities to use existing legal protections and wealth transfer mechanisms to make sure our loved ones are protected. With federal laws continuing to change, this seminar will provide a comprehensive, up-to-the-minute review of the many aspects of best practices estate planning—including tax strategies—through the lens of the particular issues facing LGBT clients.

To RSVP, please contact Jenna Heath via email or call 415.398.2333 x115.

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December: Holiday Mixer

Thursday, December 5, 2013
11:30 a.m. – 12:00 p.m. Lunch (provided)
12:00 p.m. – 2:00 p.m. Learning Session

Ring in the season with a fun and festive networking event with other professional advisors who work with LGBT clients, and support the LGBT community.

To RSVP, please contact Jenna Heath via email or call 415.398.2333 x115.

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Other Learning Opportunities

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From time to time, the Professional Advisors Council will offer Supplemental Learning Sessions (SLS) that will give professionals in the same areas of practice an opportunity to gather in an informal atmosphere for case studies and sharing. If you are interested in starting or participating in an SLS on a specific topic, please contact:

Barry Taylor, Chair, Professional Advisors Council
415.291.9999
barry@integratedfinancialsolutions.com