Future Proof Your Practice This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors into indicators that can shore up your bottom line.

Mind and Money: Connecting Mental Health and Financial Well-Being This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state. Stress, anxiety, and guilt can all impact money management and family financial readiness. […]