FPA Connect: Unlocking the Hidden Strengths of Your Later‑Starter Clients

Most Americans begin their financial journey later than they’d like—saving, investing, and planning for retirement only after a wake‑up moment filled with regret or shame. But late starters aren’t doomed. Many already possess overlooked strengths, and you’re uniquely positioned to help them harness those advantages and accelerate their progress.

In this session, two leading experts on late‑starter success—and co‑hosts of the Catching Up to FI podcast—share practical strategies you can use immediately with clients who feel behind. You’ll learn how to reframe their mindset, identify their hidden financial superpowers, and guide them toward a confident, achievable path to catching up.

Time: Noon ET

Presenters: Jackie Cummings Koski, AFC®️, CFP®️, Bill Yount, MD

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