Conference Overview

Up to 12 CFP® CE Credits (pending approval)

The 2007 PridePlanners Conference - A Financial Planning Conference for Advisors of Non-Traditional Clients - is scheduled for September 27- 29, 2007 at the L'Enfant Plaza Hotel in Washington, D.C.  This conference is designed for financial professionals assisting gays, lesbians, singles and unmarried couples.

We are very excited about the list of speakers we are gathering. Scheduled Keynote Speakers so far are:

• Honorable Barney Frank, U.S. House of Representatives, Commonwealth of Massachusetts
• Ann Moellering, Vice President of Consumer Marketing, PlanetOut, Inc.
• Peter Berkerey, Jr., J.D., LLM, CFP®, author of Personal Financial Planning for Gays and Lesbians
• Frederick Hertz, Esq.  

Our additional session speakers will include the following individuals:

• Batsheva Shreiber and James Lomax, MD, CareManagers, Inc.
• Cindy Sterling, Sterling Financial Planning
• Timothy Mahoney, Human Rights Campaign Fund
• Cliff Torban, American Brokerage Services, Inc.
• Ed Sherman, Nolo Press Occidental
• Lisbeth Wiley Chapman, Ink & Air
• Christopher Ebelson, Human Rights Campaign fund
• Larry Jacobs, Esq.

In addition, the Conference will be offering two separate roundtable panel sessions (3 speakers each), on the following topics:

• Alternative Investment Products (presenters will be from Medical Capital Corporation, Paladin Realty Income Properties, Inc. and Triple Net Realty Advisors)
• Socially Responsible Investing (presenters will include Calvert Group, Inc. and two additional presenters)

Who Should Attend?
The PridePlanners™ LLP Conference is for financial professionals who serve the LGBT community and non traditional couples.

• Financial planners
• Investment advisors
• Attorneys
• Insurance professionals
• Other allied professionals

Conference Pricing 

All refunds through June 14, 2007 will be subject to a $50 processing fee. There will be no refunds issued after June 15, 2007.

Click here for registration form

Conference Agenda  - this is a partial agenda list; check back as we fill it out!

Hotel Information

L'Enfant Plaza Hotel
480 L'Enfant Plaza, SW
Washington, D.C. 20024
United States
Phone: 202.484.1000

Airport shuttle service is available from the airport.

From the L'Enfant Plaza Hotel - This glamorous hotel is located in the heart of Washington, D.C.  It is within walking distance to the Smithsonian Castle and only steps from the Air and Space Museum, the World War II Memorial and the Washington Mall.  The hotel is convenient to 4 of the 5 Metro mass transit lines and is a 10 minute drive from Ronald Reagan National Airport and 45 minutes from BWI and Dulles International Airports.

Peter Berkery
Director, CCH Wall Street
Peter Berkery is the Director of CCH Wall Street, a leading provider of information and software tools for securities compliance professionals. He manages a diverse portfolio of print and electronic research products, Internet and desktop software tools.

Peter is the author of two books: Financial Planning for Gays and Lesbians, and, along with his partner Gregory Diggins, Gay Finances in a Straight World.

Peter is a Certified Financial Planner®. He holds a law degree from American University and an LLM in Taxation from George Washington University; he also earned an MA in International Affairs while at American. Peter and his partner Gregory Diggins, CPA, CFP®, have been together for 20 years.

Frederick Hertz
A native of St. Paul, Minnesota, Frederick Hertz graduated from Boalt Hall (University of California. Berkeley School of Law, 1981), clerked with the Minnesota Supreme Court (1981-1982), and subsequently received a Master's Degree in Urban Geography from the University of California, Berkeley (1991).

Mr. Hertz practices real estate and land use law in Oakland, California. His real property practice emphasizes the formation and dissolution of real property co-ownership agreements, especially the resolution of property and financial disputes between unmarried couples (both same-sex and opposite-sex couples) and domestic partners, and purchase & sale and other real property matters. He provides both transaction and litigation counsel and also serves as a mediator and arbitrator, with an emphasis on real property disputes and non-marital/domestic partner dissolutions.

Mr. Hertz writes and speaks nationally on property issues facing unmarried partners. He is the author of Legal Affairs: Essential Advice for Same-Sex Couples (Owl Books) and co-author of two Nolo Press books: Legal Guide for Lesbian and Gay Couples and Living Together: A Legal Guide for Unmarred Couples. Mr. Hertz has appeared as a panelist for California Continuing Education/State Bar and Bar Association of San Francisco programs. He has appeared on the Oprah Winfrey Show, the Today Show, All Things Considered, and Talk of the Nation, and has been quoted in the New York Times, American Demographics, Hero Magazine, the Advocate, Kiplingers Magazine, the Washington Post, the New York Post and the New York Observer.

Cindy Sterling