As a wealth advisor, Barbara Bilello's main focus is working with same-sex couples arrive at holistic strategies in which investment management and trust and estate planning are intertwined. For this conversation, Barbara will share her expertise on savings and spending, lifestyle goals, and investment styles through an LGBTQ+ lens. While this conversation will focus on same-sex couples, insights Barbara will share are universal. For this conversation, Barbara will be joined by River Nice, owner and financial planner of Be Intentional Financial, a virtual financial planning firm that specializes in working with LGBTQ+ individuals and families.
Diversity Reboot Summit
Financial Conversations LGBTQ Couples Need to Have
This event has ended. You can watch the recording here.
Meet The Speakers