Events
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1.0 CE per the CFP Board
What if the goal of financial planning isn’t to die with the biggest portfolio possible? Join Derek Hagen as he explores the core ideas from Bill Perkins’ book Die with Zero and what they mean for how we think about money, time, and life experiences. Perkins challenges the conventional accumulation mindset and invites us to consider a different metric of success: maximizing life fulfillment rather than account balances.
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Book Review – Die With Zero: Rethinking Wealth, Time, and the Purpose of Money
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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.
"> The Emotional Side of Estate Planning: What Professionals Can’t Afford to Ignore24
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