Change is inevitable—but navigating it with confidence is a skill that transforms lives. Resilience in Motion is a two-day immersive experience designed for CeFTs who guide others through transitions, uncertainty, and growth. This conference will explore the science and practice of resilience, offering actionable strategies to help clients embrace change, overcome challenges, and thrive in dynamic environments.
Join us to learn new tools through expert-led sessions, interactive workshops and peer collaboration.Â
Gain tools, insights, and inspiration that will empower you to guide with clarity and confidence—no matter what the future holds.
REGISTER HEREAgenda
March 23, 2026
1:00pm - 2:00pm EST - Dr. Moira Somers
What Beauty Awaits / What Fresh Hell is This? Understanding Motivational Styles during Times of Big Changes
This session will examine the impact of differing motivational styles on client engagement and decision-making. Participants will consider how transition events might affect what matters to clients, and how that can change over time. This session will further examine how clear boundaries and ethical frameworks support both advisor and client well-being during times of stress.
2:00pm - 3:45pm EST - Case One with Harry Moran and Gail Fernandez
Overlapping Life Events and Ending Stages of Two Events
Part One: New client facing death of a parent, care giving of surviving parent and divorce
(15 min Break)
Part Two: Harvest Experiences
Part Three: Passage Stage, Reimagining life after divorce and loss of parents. Reinventing new routines, patterns, and identity.
3:45pm - 4:00pm EST
Break
4:00pm - 5:00pm EST - Josh Patrick & Susan Bradley
The Long Strange Trip - Six investigations that can change your life. Susan Bradley and Josh Patrick explore how we navigate six interconnected life challenges that most people are completely unprepared for - integrating work and family without the destructive 95/5 split, reconstructing identity beyond that business card during retirement, and facing mortality without PTSD.
They examine how building genuine resilience through adaptation rather than rigid toughness, sharing accumulated wisdom in ways that actually get heard in a youth-obsessed culture, and understanding the four stages of transition all require the same fundamental shift: accepting reality as it actually exists instead of fighting what should be different.
Susan and Josh will be speaking as fellow seekers rather than experts, acknowledging that navigating these transitions involves more questions that answers, but that understanding the patterns and doing the work creates clarity, meaning, and the possibility of moving through life's biggest changes with grace instead of panic.
March 24, 2026
1:00pm - 2:00pm EST - Dr. Ivana Polonijo
When major life changes overlap, relationship dynamics shape every decision, even when the relationship itself is changing or ending. This session explores how advisors can guide clients through loss, role shifts, and divorce while staying grounded, clear and effective. You will learn to recognize relational patterns under stress, reduce reactivity, and support conversations that move from opposition toward alignment around what matters most.Â
The focus is not on preserving relationships, but on helping clients stay on the same team with the process of change, even as paths diverge.Â
2:00pm - 3:45pm EST - Case Two with Michael Karwic & Chris Hill
How Much to Give to the Kids, Family Stewardship Policy and Family Meetings
30 minutes: the initial conversation and structured conversation to form the right framework going forwards.
(15 min Break)
Part Two: Harvest
Part Three: Panel discussion with Chris Hill, Michael Karwic and Peggy Frye
3:45pm - 4:00 pm EST
Break
4:00pm - 5:00pm EST - Best Practices for Real Life and as a CeFT®