Rest, Retreat, Renewal—Join Our November Book Club on Wintering
- Registration Closed
Brought to you by the Women & Finance Kbowledge Circle:
As the year winds down, we’re exploring a book that meets us right where many of us are—balancing careers, clients, families, and our own seasons of change. In Wintering, Katherine May reframes difficult periods as natural, cyclical “winters” that invite rest, reflection, and intentional renewal. It’s a timely, compassionate read for advisors who carry so much for others—and could use a practical, human framework for caring for themselves, too.
What we’ll discuss (light prep, rich conversation) - if you decide to join, please be prepared to have your video on and are ready to engage in active conversation:
- How “wintering” shows up in our work and lives—and how to normalize it for ourselves and our teams
- Personal rituals and boundaries that sustain us through busy seasons (and how to make them stick)
- The advisor’s role: holding space for clients in their winters without burning out
- Practical resets to finish 2025 well and enter 2026 with clarity
Format:
- Group discussion
How to prepare:
- Read Wintering (or listen to the audiobook)
- Jot one passage that resonated and one practice you’d like to try this winter
- Purchase options:
Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Gretchen Halpin
Co-Founder
Beyond AUM
Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM's co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs.
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