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  • Neurodivergent Planners Knowledge Circle: Beyond Accommodation: Cultivating Workspaces that Champion Neurodivergent Success & Financial Well Being

    Product not yet rated Contains 3 Component(s)

    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.

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  • Neurodivergent Planners Knowledge Circle: Leaning Into Your Neurodivergent Strengths

    Product not yet rated Contains 3 Component(s)

    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.

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  • Understanding and Working with Your Clients with ADHD

    Product not yet rated Contains 3 Component(s)

    Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession.

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  • Neurodivergent Planners Knowledge Circle: Connecting on a Deeper Level Using DISC: Crafting Compelling Narratives for Neurodivergent Clients

    Product not yet rated Contains 3 Component(s)

    Tired of one-size-fits-all financial plans?

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      • Non-member - $29
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  • Neurodivergent Planners Knowledge Circle: Serving Neurodivergent Clients

    Contains 3 Component(s)

    Guest speaker David Dewitt will talk to us about his Financial Planning practice specializing in working with individuals with ADHD.

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  • Neurodivergent Planners Knowledge Circle: Practice Management for Neurodivergent Advisors

    Contains 3 Component(s)

    Guest presenter Amy Leis will talk about how neurodivergent individuals can effectively learn, structure their time and work environment to have a successful financial planning practice/career.

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      • Non-member - $29
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  • Neurodivergent Planners Knowledge Circle: My Neurodiversity Journey

    Contains 3 Component(s)

    We will be joined by Chet Bennetts Chet will be sharing insights about his journey as a neuro-diverse individual and how it has influenced his career as a financial and education professional.

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  • Neurodivergent Planners Knowledge Circle: Asking Thoughtful Questions About Disability

    Contains 3 Component(s)

    In this session Mindy Neira will address how to thoughtfully ask clients questions about their disability and medical conditions and the top planning considerations.

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  • Raising a Child with Autism: A Financial Planner’s Personal Perspective

    Contains 3 Component(s)

    Otto will talk about his rewarding experience raising a child on the autism spectrum and share the personal and financial planning challenges he's encountered.

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      • Member - Free!

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