Meet Up: The LGBTQ Wealth Market--Understanding the Equality Economy
The LGBTQ community is believed to represent just over 4% of the total US population with estimated buying power topping $900 billion. As this community grows, so does the number of investors who are members. Advisors hoping to serve LGBTQ investors need to understand their unique needs and their community. Join Jean Dunn, CFP® for a discussion of the financial and social aspects of the LGBTQ community. Based on proprietary T. Rowe Price research, she will share insights on connecting with this group, including steps advisors can take to meet the community's specific investment needs and financial goals such as proactively offering support and demonstrating an understand the cultural and legal ramifications of their lives. Key LGBTQ economic and demographic statistics, including incomes by region, will help advisors understand the size and location of the community. Dunn will also share advice on how to identify LGBTQ groups in your community and how best to authentically connect with them.
Jean Lynn Dunn, CFP® is a vice president of T. Rowe Price Associates, Inc. and Client Loyalty Insights leader in the US Intermediaries division. She creates thought leadership and provides consultative services with clients and prospects on financial services marketing, client loyalty and segmentation insights. She has also led several strategic marketing teams at the firm, developing strategic marketing plans, valued added programs for advisors, and communication programs for DC plan clients. Prior to joining the firm in 2004, she worked in the Third Party Sales & Marketing Department at American Century Investments. Jean earned a B.S. in political science from Truman State University. She is a Series 6, 7 and 63 registered representative and a Series 24 registered principal. She is also a CERTIFIED FINANCIAL PLANNER.
Please note, attendees are asked to bring their own lunches. There is no charge for Members for this event, however registration is required in advance.
*The Auditorium is located on the Ground Floor and can be accessed by entering the building on 100 Federal Street side. The auditorium will be on your right before security and you will not need to go through security by accessing the building from the 100 Federal Street side.
100 Federal Street
Ground Floor - Enter Through Federal Street Side
Boston, MA 02110