Congratulations on wanting to expand your area of practice to serve members of the LGBTQ community.
Access the PDF of the 7 Tips for Financial Planners to Attract & Serve More LGBTQ Clients and the Date Collection Sheet for Estate Planning and Gifting for below.
This is just one of the many areas I'm available to speak on to bring value to your audience, organization or community. A few of my most requested presentations are:
Elevate Your Finances to the G.O.L.D. Standard
Permission to Prosper
Convert Your Financial Mistakes Into Financial Solutions
Feel the Financial Fear and Do It Anyway (watch my TEDx talk below)
To refer or request Debra to speak at your event please contact Debra@DebraLMorrison.com
Watch Debra's TEDx Talk
Feel the Financial Fear and Do It Anyway
Please view on YouTube
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Your Chief Financial Navigator:
Debra L. Morrison
Debra draws on her four decades of financial expertise, including her Master’s Degree in Retirement Planning where she partnered with clients to chart their financial plan, and managed their assets accordingly on a Fee-Only Fiduciary basis.
She holds the Accredited Estate Planner designation which armed her with specialty knowledge that helped her clients and their families KEEP more of their hard-earned estates, leaving rich legacies. As a lesbian, Debra is attuned to the unique challenges that LGBTQ folks face and provides them with practical tips to achieve their goals.
She has since retired from active financial planning and asset management and now serves as the Founder and Chief Navigating Officer of Women Navigating Finances.
Yes, she’s equally passionate about alerting women to pitfalls to avoid as well as charting, and then coaching each woman’s financial navigation process, which is anything but static.
She strategizes with her growing number of coaching clients to either accumulate maximum wealth or, once retired, enjoy an inflation-adjusted lifetime income stream so that they can still afford to buy higher priced goods and services as they age.
What Others Are Saying:
"Just one tip from Debra and I immediately found $180 per month!" ~ Ruth
"Having Debra's coaching prowess, honed over 42 yrs. as a financial planner, is invaluable. I love being able to ask her questions about my specific situation." ~ Trish
"Debra is filled with great information that helps me navigate the complex financial world. She's sassy, she's fun, she's funny. My only wish is I had met her sooner!" ~ Charli
Sarah after Camp Widow Presentation and Workshops (2015)
Elizabeth Streb, Renowned Performance Artist & 2013 Recipient of Doris Duke Artist Award & MacArthur "Genius" Award-winner.
Any Questions?
Contact: Team@WomenNavigatingFinances.com
or Call 973-706-8924
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