March 2026 Conference Session: From Conflict to Resolution - Art of Mediation

This session explores the role of mediation skills in professional financial planning engagements, with a focus on managing conflict, emotional dynamics, and communication challenges in high-stakes client situations. Participants will examine how effective mediation techniques support professional judgment, role clarity, and client-centered decision-making. The discussion emphasizes maintaining objectivity, managing emotionally charged interactions, and facilitating productive dialogue while remaining aligned with professional responsibilities and ethical boundaries.