23Apr
2026
Webinar
1.0 CE per the CFP Board
Estate planning challenges rarely stem from a lack of legal or technical knowledge alone. In practice, emotional discomfort, uncertainty about priorities, and difficulty translating personal values into decisions often lead clients to procrastinate or disengage from the process. Join us as we examine the most common obstacles that arise in estate planning, including those experienced by advisors, clients, and inheritors, with attention to both practical and emotional factors that interfere with completion.
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21May
2026
Webinar
1.0 CE per the CFP Board
Financial planning becomes powerful when advisors understand not just numbers, but the psychology behind them. Join Derek Hagen as he introduces a structured, question driven framework for implementing the psychology of money in client conversations. The key isn’t going deep for the sake of depth; it’s knowing what you’re listening for—and applying the right level of intervention at the right time.
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9Jun
2026
23Jun
2026
Webinar
1.0 CE per the CFP Board
Financial decisions are rarely shaped by numbers alone. Without understanding a client’s biography, advisors may miss critical context that affects present-day decision-making. Join us as we demonstrate how financial professionals can facilitate meaningful conversations about a client’s life experiences using structured MQ tools, and observe how exploring biography helps uncover how values were formed, how financial perspectives developed, and how past experiences may contribute to current anxieties, passions, and aspirations.
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