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Life, Health, & Financial Planning for the Transgender & Queer Community

Friday, November 17, 2023 (11:00 AM - 12:00 PM) (PST)


In the same way that we manage business risks by planning for damage or loss, as soon as we reach adulthood, we should begin planning for health risks, including completing an advance healthcare directive. Join us for a presentation with Ames Simmons, a trans lawyer and law professor at Duke University, and Corey Kaster of Inbundance Wealth Management on ways that the LGBTQ+ community can plan for their end of life.

Ames Simmons will walk through a nuanced decision-making tool with guiding questions that any gender-diverse person can use to identify their values and goals concerning dementia, gender identity and expression and plug into an advance directive. These documents may help lessen fears that transgender, nonbinary, and gender nonconforming people may have about dementia, loss of decision-making capacity, and discrimination in long-term care.

Corey Kaster will discuss business insurance, business succession planning, and financial planning.

Who should attend this class? LGBTQ+ community members and business owners or sole proprietors at all stages of operation who are considering end of life planning.

If you have specific questions or topics of inquiry you'd like to submit prior to the class please use this form!


Ames Simmons is a queer white transgender man who holds a senior fellowship at Duke University School of Law and is a lecturer at George Washington University’s graduate program in LGBT Health Policy & Practice. His work is grounded in community-based anti-racism, anti-violence, and anti-poverty efforts to achieve justice for transgender people and collective liberation. His previous roles include policy director at National Center for Transgender Equality, policy director at Equality North Carolina, and seventeen years as assistant general counsel at a healthcare company assisting uninsured patients with Medicaid. He was appointed to the National Advisory Council of the Human Rights Campaign Foundation’s Long-Term Care Equality Index.

Corey Kaster is the President & Investor Coach of Inbundance Wealth Management. He began his career in wealth management in 2005 after graduating from Portland State University. He was drawn to transform the industry from one of fear, confusion, and frustration to one of ease, transparency, and possibility. Corey's gifts of guidance and encouragement shine through every interaction.

Cost: Community Pricing $10, $20, $35 (For our webinars, we use “pay what you can” pricing to be accessible to the community.)

Location: Virtually via Zoom


Online (Zoom)

Portland, OR 97214 United States
Event Contact
Michael Jonas
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Friday, November 17, 2023 (11:00 AM - 12:00 PM) (PST)
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