The Time Is NOW: Life in a New Paradigm
Helping your clients respond thoughtfully to changes in their lives
March 5 - 7 2025 | ALL VIRTUAL CONFERENCEĀ
Register NowMid Year Conference Agenda 2025
Join us for an engaging multi-day event filled with insights and practical tools.
Wednesday, March 5 - Skills for Uncertainty, Respond VS React
1:00 to 1:10
Why now is more important than ever before
Susan Bradley
1:10 to 2:00
Cross Border Considerations and Resources
2:00 to 2:10
BREAK
2:10 to 2:30
Breakout: How to shift from react to respond and then what
Protocol to help clients determine their readiness. Other FTI tools for uncertainty: DFZ, Expectations, What has changed, "What if..."
2:30 to 2:40
Harvest Breakout Ideas
Breakout
2:40 to 2:50
BREAK
2:50 to 3:40
Long Life Planning: The Aging Plan
How to bring up these tough conversations.
3:40 to 4:00
Other FTI Tools for Uncertainty
DFZ, Expectations, What has changed, "What if..."
4:00 to 5:00
Optional Social Hour
Random breakouts with fun exercise.
Thursday, March 6 ā€“ Life in the New Paradigm
1:00 to 1:10
What is the New Paradigm
1:10 to 2:10
Burnout vs Stress
Dave Greenwood
2:10 to 2:20
BREAK
2:20 to 2:50
Well-Being, Well Done
2:40 to 2:50
Harvest Breakout Ideas
Breakout
2:50 to 3:00
BREAK
3:00 to 4:00
The Great Wealth Transfer
Cary Carbonara
4:00 to 5:00
What Would You Do Stories
In the new paradigm: self-regulating, respond vs react.
Friday, March 7 - CeFT in Action in a Complex World of Overlapping Transitions
1:00 to 1:10
A Balcony View of Complex Transitions
1:10 to 2:30
Overlapping Transitions
A fresh approach to real-life complexities when multiple events occur simultaneously. Focused on advanced utilization of FTI tools.
2:30 to 2:50
BREAK
2:50 to 3:10
Breakout Case Conversation
3:10 to 4:00
Tools and Cases Role Play Challenge
Role-play a case situation and play a game on how many tools might be used and why.