Reaching Out to the LGBT Community with a Fresh Perspective in Financial Management
NICHOLAS SCHROCK, THE AGENCY OWNER OF ALLSTATE INSURANCE in Ferndale, has been brainstorming some innovative new financial solutions for LGBT clients. On Wednesday, May 13 2015, Schrock and his colleague David Smith will be hosting a free presentation in the main Community Room at the Ferndale Public Library. The presentation will run from 6:00 P.M. – 7.30 P.M., and will specifically outline life insurance and investment/retirement plans for the LGBT population. Registration is open to both residents and non-residents of Ferndale alike (see details on registering and the presentation schedule below).
Schrock has been offering his financial expertise in Ferndale since 2011, and he anticipates hosting LGBT-oriented presentations at least every six months. Smith, who is also with Allstate, has been a financial planner since 2004. The combined powerhouse of knowledge available at the upcoming event is certainly impressive.
Schrock and Smith recognize that the needs of the LGBT population, as a whole, are unique. In particular, Schrock explained, many companies do not recognize an LGBT partnership in the same way as a marriage. Therefore, funds are often not transferred to partners correctly.
Fortunately, there are some great new plans available which protect LGBT partnerships from being negatively affected financially. An overview of all these types of plans will be covered during the presentation, in addition to free reviews of your existing plans (brokers usually charge extra for this service).
Schrock and Smith will also provide complimentary guidebooks/organizers to help attendees keep track of their important facts and contacts.
The evening will begin with light refreshments at 6:00 P.M., followed by the main presentation (including questions from the audience) from 6:30- 7:30. P.M.
This an event you can’t afford to miss! Seats are already filling quickly for this highly educational event. Reservations can be made via phone at the main office line: (248) 547.4010, or by emailing Schrock directly: nschrock@allstate.com. (Walk-ins are also welcome until room is at capacity.)
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Nick Schrock & Associates LLC 248-547-4010 23225 Woodward, Ferndale nschrock@all-state.com
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