LGBTQ South Florida

LGBT personal finance expert Tom Anderson to speak Tuesday at Biltmore

Personal finance expert Tom Anderson will speak Tuesday at the Biltmore Hotel in Coral Gables about retirement challenges faced by the LGBT community.

From Bryan Goettel:

“In his new book, The Value of Debt in Retirement, he has one section where he addresses particular considerations and unique challenges the LGBT community faces when planning for their retirement. He is among the first personal finance authors to specifically address this community. Since its release last month, the book has been featured in the New York Times, USA Today, Washington Post, Forbes, CNBC, and others. You can learn more about the book here: www.valueofdebtinretirement.com/

“In light of this, Tom will be speaking at a free event in partnership with the Miami-Dade Gay and Lesbian Chamber of Commerce at the Biltmore in Coral Gables next Tuesday, May 5th. At this event, Tom will address LGBT baby boomers that are nearing or in retirement and offer guidance on how they can be best prepared financially for their post-working lives. In the book, Tom writes about LGBT issues ranging from family structure to health care to philanthropy and how each should be considered when planning for retirement. Tom will build out this discussion further in his next book, which focuses on individuals in the accumulation phase of their lives (20s to 50s). There will be specific examples for the LGBT community to consider in this book.”

Here’s the complete news release:

The Miami-Dade Gay & Lesbian Chamber of Commerce (MDGLCC), in partnership with SAGE (Services and Advocacy for GLBT Elders), will host New York Times bestselling author Tom Anderson for “Are You on Track for Retirement? Meeting the Goal of Living Off of Your Savings.” On the heels of the release of his new book, The Value of Debt in Retirement, Anderson will discuss the unique financial challenges facing the LGBT community and provide advice on how they can get on track for retirement. The free event is geared toward members of the LGBT community preparing for and in retirement.

“It is an honor to join with SAGE and the Miami-Dade Gay & Lesbian Chamber of Commerce to highlight the key financial challenges facing the LGBT community as they enter into retirement,” said Anderson. “With continually changing laws impacting the LGBT community, it is critically important to have a comprehensive, holistic plan to leave the greatest legacy possible. In many circumstances, estate planning can be especially complicated for LGBT individuals. In order to get there, debt can be a powerful tool to help increase return, lower taxes, and reduce risk in retirement.”

In his remarks, Anderson will share some of the strategies featured in The Value of Debt in Retirement. Debunking the myth that all debt is damaging, Anderson will share how individuals can use debt strategically to add value to their financial goals like many of the nation’s most successful companies and ultra-high-net-worth individuals do every day. In one of the few personal finance books that specifically addresses LGBT concerns, he walks through how these strategies can impact areas such as health care, family structure, and philanthropy. Since its release on March 16, The Value of Debt in Retirement has been featured by the New York Times, CNBC, Fox Business, Forbes, and the Washington Post.

Tom Anderson has his MBA from the University of Chicago and a B.S.B.A. from Washington University in St. Louis. Tom worked in investment banking in New York before moving into private wealth management. He has received multiple national recognitions for his wealth management accomplishments including being named four times to Barron's Magazine as one of America's Top 1200 advisors: State by State. His first book, THE VALUE OF DEBT, is a New York Times and USA Today bestseller and was named the #2 business book of 2013 by WealthManagement.com. Tom lives in Chicago with his wife and three children. Learn more at www.ValueOfDebtInRetirement.com and follow Tom on Twitter @TomValueOfDebt.

The Miami-Dade Gay and Lesbian Chamber of Commerce (MDGLCC) is the largest not-for-profit corporation in the county for gay and lesbian businesses. With membership on the rise, the Chamber's mission is to promote a unified and thriving, gay and gay-friendly, business and professional community throughout Miami-Dade County. Our goals are to promote networking within the existing gay and gay-friendly business and professional community, to promote business opportunities for Chamber members, to promote Miami as a year-round, gay and gay-friendly tourist destination, to provide resources for our members, and to provide outreach from our community to other organizations.

SAGE (Services and Advocacy for GLBT Elders) is the country's largest and oldest organization dedicated to improving the lives of lesbian, gay, bisexual and transgender (LGBT) older adults. Founded in 1978 and headquartered in New York City, SAGE is a national organization that offers supportive services and consumer resources to LGBT older adults and their caregivers, advocates for public policy changes that address the needs of LGBT older people, and provides training for aging providers and LGBT organizations through its National Resource Center on LGBT Aging. With offices in New York City, Washington, DC and Chicago, SAGE coordinates a growing network of 27 local SAGE affiliates in 20 states and the District of Columbia. Learn more at sageusa.org and lgbtagingcenter.org.

If you go

▪ WHO: Tom Anderson, Author, The Value of Debt in Retirement

▪ WHAT: “Are You on Track for Retirement? Meeting the Goal of Living Off of Your Savings.”

▪ WHEN: Tuesday, May 5, 2015

6:00 p.m. – Light appetizers and cocktail reception

7:00 p.m. – Remarks by Tom Anderson

8:00 p.m. – Audience Q&A

▪ WHERE: The Biltmore Hotel, 1210 Anastasia Ave.

▪ RSVP: Members of the public can register online at www.gaybizmiami.com. The event page can be accessed directly here. Space is limited.

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