placeholder

This transformative webinar is designed to help women bring more of their wisdom and passion into the world.

Guest speaker Naomi Hill will discuss how to create workplace environments that are more inclusive and supportive of neurodivergent individuals, helping them thrive in our industry and beyond.

Join Marlena Lee, Global Head of Investment Solutions and a member of the Investment Research Committee at Dimensional Funds for insight into how to apply a systematic investment approach for advisors/planners who seek to add value to their clients’ investment process.

Guest speaker Aaron Coates will share his Neurodivergent self-discovery journey and how it has helped him in his financial planning career and even to visualize the concept of FPA NexGen that has impacted thousands of financial professionals since its founding.

Guest speaker Christy Pinheiro will share her knowledge and expertise about how Families with Special needs can approach filing season and the benefits the tax code can offer them.

Join Gretchen Halpin, co-founder of Beyond AUM and a visionary leader in financial services marketing, for an engaging session designed exclusively for the Women and Finance Knowledge Circle group.

Brought to you by the PridePlanners Knoweldge Circle: This presentation will cover working with clients through the lens of financial health and wellness, emphasizing client relationship dynamics impacting client outcomes.

This Knowledge Circle session will be about how the probate process works and what one should expect when going through this process.

In this session guest speaker Helena Yang will provide an overview of the definition of U.S. tax residency and explore the U.S. income tax implications and foreign disclosure requirements associated with common types of foreign assets held by U.S. tax residents.