Day 5, October 9th - All Time EST

Exhibit Hall12:00 p.m. - 1:00 p.m.

Enter Exhibit Hall

Shaping Change: How to Help Clients Actively Shape Life During and After Divorce 1:00 p.m. - 2:00 p.m.

Shaping Change: How to Help Clients Actively Shape Life During and After Divorce

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Overview
Divorce is one of life’s big disruptors, it can bring a tidal wave of changes. The common view of change is it is stressful, and stress dilutes memory, decision-making capacity, and problem-solving abilities. It is also common for clients to have regrets, large and small, once the dust has settled and they begin to live their new reality post-divorce. You and your clients do not have to settle for common. You can help them use stress to enhance their capacity and in turn, yours. The process for shaping change is not magic or medication, it is based on science and the real-life reality that each client is an individual. Divorce will still be a tough life event for most clients, but you can create an easier, less tense, experience for clients to make their best choices and shape the post-divorce life they want.

Take-aways from this session:

  1. A new view of the human side of change especially when faced with a loss.
  2. Three habits that elevate your human skills resulting in deeper personal connections, as well as more efficient meetings and decisions.
  3. Three tools to enhance the client’s confidence, attention span, and ability to see a wide range of possibilities.
Speaker

Susan Bradley

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Approved for one (1) hour of

CDFA and CFP Board Credit

CFP Ethics: The Revised Code and Standards 2:15 p.m. - 4:15 p.m.

CFP Ethics: The Revised Code and Standards

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Overview
Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

Learning Objectives Regarding the Revised Code and Standards:

Learn about the significant changes to content.
Learn about the new structure and organization.
Learn about the duties to clients, firms and subordinates, and the CFP Board.

Included are cases that emphasize the expanded application of fiduciary duty as well as the other significant changes to content.
Speaker

Peggy Frye

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Approved for one (1) hour of CDFA Credit