Events

Neurodivergent individuals—including those with ADHD, Autism, AuDHD, Dyslexia, Dysgraphia, and other cognitive differences—represent a meaningful and often underrecognized portion of clients seeking pro bono financial planning services. While their financial needs may range from simple to complex, traditional financial planning models and communication styles can unintentionally create barriers that affect understanding, engagement, and follow-through. In pro bono settings—where time is […]

Student loan debt isn’t just a young person’s problem. With more than 43 million borrowers across all ages and income levels, the demand for personalized student loan planning is greater than ever. In this session, you’ll learn key points about student loan planning and how adding student loan guidance (either internal or outsourced) can not only improve client outcomes but […]