Loading Events

« All Events

Virtual Event Virtual Event
  • This event has passed.

Future Proof Your Practice

Virtual Event Virtual Event

March 27 @ 12:00 pm 1:00 pm America/New York

$49.00 Quality Content Guarantee – If the course didn't provide you with helpful information, we will refund your money (and we will still process your CE credit).


The numbers below include tickets for this event already in your cart. Clicking “Get Tickets” will allow you to edit any existing attendee information as well as change ticket quantities.
Tickets are no longer available

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.

Approved for 1 continuing education unit for the CFP® and AFC® certifications.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Find  trends in seven key areas: social, technological, economic, environmental, legal, and ethical using the STEEPLE method 
  2. Learn how to use  the analysis tool with your  clients to identify disruptors to  their financial plan
  3. Utilize a communication tool  to help facilitate discussion around future financial preparation