Financial Literacy - Preparing for Retirement
Thursday, November 20, 2025 (6:30 PM - 8:00 PM) (EST)
Description
Course Description: An engaging and practical financial literacy course is designed to empower members of the LGBTQ+ community with the tools and knowledge to build a secure financial future. Topics include budgeting, saving and investing, planning for major life goals, and understanding the unique financial challenges and opportunities faced by LGBTQ+ individuals and families. Whether you're just starting your financial journey or looking to strengthen your foundation, this course offers a welcoming space to learn, ask questions, and take control of your financial wellbeing.
Info about presenter: Michael Wallman is an investment executive with over 25 years of experience in financial services. He works with small business owners, real estate professionals, artists, solo practitioners, and entrepreneurs, addressing their comprehensive financial needs. A specialist in financial planning for the LGBTQ+ community, he founded the “Life Planning for the Alternative Family” seminar series and uses a team-based approach that includes experts in taxation, insurance, estate planning, and real estate. Michael is a member of The Pride Chamber and served two terms on its Board of Directors. His community involvement includes co-founding the Miami Lacrosse Association, serving as president of S.I.P.A., and holding leadership roles on various civic boards in Miami and Orlando.
Info about company: Wallman Financial, based in Orlando, Florida, is a client-focused firm with over 25 years of experience. Led by Michael Wallman, it offers comprehensive financial planning for individuals, families, and small businesses, with a focus on the LGBTQ+ community. The firm takes a holistic, team-based approach, partnering with experts in taxation, insurance, estate planning, and real estate to deliver personalized, coordinated advice. Wallman Financial is dedicated to building lasting client relationships and providing clear, tailored financial solutions.
Your event registration confirmation email will include the virtual meeting link!