LGBTQ Wealth Management Workshop: Matters of the Heart and Wallet

Wednesday, February 14, 2018 at 8:00am to 10:00am

This is a past event.

USC University Club at King Stoops Hall (EDL), Scriptorium
750 W. 34th Street Los Angeles, CA 90089

Are you secure in your financial future?  Do you have questions about the new tax reform?  How do you envision the legacy you'll leave behind? 

Hear from our experts who will present on:

  • tax planning (as it relates to the new tax reform)
  • estate planning (including genetic reproductive assets) for same-sex couples
  • overview of the current financial markets and investment outlook
  • maximizing your tax incentives through charitable giving


Daniel Fam, CFP®, JD, LLM First Foundation Advisors, Director of Wealth Planning

Steven Platt, ESQ Parker Milliken, Trust and Estates, Shareholder

Robert Castillo, ADPA® Gerber Kawasaki, Investment Advisor

Jesse Jacobson USC Advancement, Director of Planned Giving


Event Type

Lecture / Talk / Workshop, Careers


Students, Alumni


University Park Campus


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