Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty

This webinar is an MQ Research & Education sponsored event.

1. 0 CFP CE pending acceptance by the CFP Board. 

Please note: 1.0 CFP CE credit is available to those who attend the duration of the live event; those who watch only the recording are not eligible. 

Is there a silver lining in the cloud? Is it true that you should never let a good crisis go to waste? This information-packed, tool-driven learning experience will challenge you to reflect and perhaps reframe all the uncertainty, anxiety and losses we’ve experienced on so many levels since March of 2020.

Lessons for you as an individual, a planner, and financial planning firm will be presented to enable you to

  • Move forward with a vision,
  • Get more comfortable being uncomfortable,
  • Get clear about what’s not changing, and
  • Move with emotional, behavioral and organizational agility and grace.

Learning Objectives:

  • Examine the changes we’ve experienced since March of 2020 using a VUCA framework
  • Identify the three C’s of resilience – change, control, and commitment
  • Apply reframing, resilience, social support, and self-care to managing healthy transitions to change

About Dr. Martin

Dr. Marty Martin is a licensed clinical psychologist who also earned an MSc in behavioral sleep medicine from the University of Glasgow. His work in behavioral sleep medicine is integrated with his work in organizational consulting, which began when he served as a Visiting Fellow at the National Institute for Occupational Safety & Health.
 
Marty currently serves as Professor in the Driehaus College of Business at DePaul, where he launched a wide array of degree and other educational programs, attracting students from organizations such as Northern Trust. He has authored over 100 refereed articles, and his scholarly work has been featured in USA Today, The Washington Post, and The Wall Street Journal.
After earning his MS in Personal Financial Planning, Marty began to practice as a financial psychologist focusing on direct client services and consulting with financial planning firms. He co-developed a collaborative financial planning model with Cicily Maton, CFP®, which was featured in The Journal of Financial Planning. Marty is also the author of The Inner World of Money: Taking Control of Your Financial Decisions, published by Praeger Press. 

Registration Fee

This webinar is open to EVERYONE!

  • $35 – MQ Partners
  • $50 – Others