Prideful Planning - Financial Workshop & Brunch

Description

Please register for this event on Eventbrite!

Join us for the Prideful Planning - Financial Workshop & Brunch! We'll be hosting at The Velvet Hippo Bar & Lounge for a morning of learning and delicious food. Our workshop will cover everything from budgeting & investing to estate & protection planning, tailored for the LGBTQ+ community.

Whether you’re an expert in all things adulting or just building your knowledge, you’ll get value out of this event (and free mimosas!). Come network with like-minded individuals and gain valuable insights to secure your financial future. Don't miss out on this opportunity to brunch, learn, and grow!

More Info:

This engaging event is designed to help you take your next best step, from wherever you are today. From financial and estate planning strategies to marriage decisions and gender identity, there are important things to know when creating your foundations for success. You’ll hear from community members about their experiences, learn about strategies and tactics to leverage the system in your favor, and get support from safe, trusted resources.

What to expect:

• Educational and inspiring content, including an incredible keynote speaker and impact panel, as well as a practical presentation on financial foundations and planning specifically for LGBTQ+ (allies welcome).
• Brunch-style food and beverages provided, including mimosas & spritzes, beer & wine, plus coffee & non-alcoholic beverages.
• Valuable take-home resources and some even better swag!
• Access to and offers from local, trusted vendors in the area.

Speakers:

• Keynote: Deanna Jones, President, Harmony NC LGBT+ Chamber of Commerce
• Panelists: Michael Wetzel, MD, DBIM, CLU, Chief Medical Director at Equitable; Jeni Snider, Estate Attorney, Snider Law, PLLC; [1-2 Participants still confirming]
• Financial Workshop: Nicole Guernsey, Financial Advisor, Equitable Advisors

The Deets:

• Date: Saturday, May 17th, 2025
• Time: 10am-12:30pm
• Location: Velvet Hippo Bar & Lounge, 119 Orange St 3rd Floor, Durham, NC 27701
• Cost: FREE
• Deadline: Register by May 15th, space is limited
• Parking: FREE parking available at the Chapel Hill Street garage next door to the venue, plus any available street parking (always free on weekends)
• Must be 21+ to attend
• Maximum 2 alcoholic beverages per person provided. More available for purchase at the venue.
• Venue is open to anyone interested in staying after the event for normal business hours

The fine print:

The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations and may not necessarily represent the opinions of Equitable Advisors, LLC and its affiliates. Neither Equitable Advisors, LLC nor any of its representatives are in the business of giving tax or legal advice. Attendees should consult with their own professional advisors to determine the appropriateness of any course of action.

Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI & TN) (NY, NY 212-314-4600), // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. AGE- 7825386.1(4/25)(Exp.4/29)