Held on September 23rd, 2025, this was an AAN Social Forum where our members can meet each other, discuss big ideas, and brainstorm solutions to the issues we are encountering in our profession and in our world. This session has hosted by Katie Stych, CFP® on the topic of exploring our relationship with money (and how financial professionals can also do this with clients).
About our guest:
Katie Stych is a Certified Financial Planner and Money Mindset Coach. She helps clients create clarity and flow in their finances—whether through business bookkeeping, personal financial systems, or addressing limiting money beliefs. Her process goes beyond spreadsheets; it’s about reshaping your relationship with money to support the life you’re meant to lead.
Learn more about Katie’s work at: https://www.yourwatershedmoment.com/