Women & Money: The Shit We Don't Talk About!

Ep 22: Serving the LGBTQIA Community with Peggy Haslach, CFP®, CLU®

November 10, 2022 Barbara Provost & Maggie Nielsen Episode 22
Ep 22: Serving the LGBTQIA Community with Peggy Haslach, CFP®, CLU®
Women & Money: The Shit We Don't Talk About!
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Women & Money: The Shit We Don't Talk About!
Ep 22: Serving the LGBTQIA Community with Peggy Haslach, CFP®, CLU®
Nov 10, 2022 Episode 22
Barbara Provost & Maggie Nielsen

Send us a Text Message.

Today’s guest is Peggy Haslach, CFP®, CLU®. Peggy focuses on serving the LGBTQIA community through the financial industry.

In this episode, Peggy shares some of the hurdles she has overcome as a gay woman in this industry, as well as stories from clients she has been able to help. She gives us more insight into this underserved community and shares ways we can meet people where they are at, as needs in the financial industry change.

We will explore the following and much more: 

·       How Peggy got started serving the LGBTQIA community. (2:44)

·       Who you should “work with someone who is an expert in you”. (8:07)

·       The needs of families are changing, and advisors need to keep up with these changes. (14:39)


Resources:

Learn more about our guest: https://pursestrings.co/professional/peggy-haslach-clu-she-her-hers/"

Find a Purse Strings Approved Professional - Click Here

Check out our Facebook Page - Click Here

Join our community of Financially  Fearless Women - Private Facebook Group


Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Show Notes

Send us a Text Message.

Today’s guest is Peggy Haslach, CFP®, CLU®. Peggy focuses on serving the LGBTQIA community through the financial industry.

In this episode, Peggy shares some of the hurdles she has overcome as a gay woman in this industry, as well as stories from clients she has been able to help. She gives us more insight into this underserved community and shares ways we can meet people where they are at, as needs in the financial industry change.

We will explore the following and much more: 

·       How Peggy got started serving the LGBTQIA community. (2:44)

·       Who you should “work with someone who is an expert in you”. (8:07)

·       The needs of families are changing, and advisors need to keep up with these changes. (14:39)


Resources:

Learn more about our guest: https://pursestrings.co/professional/peggy-haslach-clu-she-her-hers/"

Find a Purse Strings Approved Professional - Click Here

Check out our Facebook Page - Click Here

Join our community of Financially  Fearless Women - Private Facebook Group


Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/