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.