"2016 M.Q. Retreat" - Portland, OR

Event:  2016 M.Q. Retreat

Dates:  November 2-4, 2016

Location:  Kennedy School, Portland OR

About the Event 

Our Money Quotient Retreat is a biennial event that offers you a singular opportunity to explore the breadth and depth of a life-centered, values-based approach to financial planning.  
This year we'll focus our attention on ways to deliberately craft a Financial Life Planning practice that not only attracts and retains your ideal clients, but also helps them to lead happier and more fulfilling lives.  
In addition, we believe your professional life should reflect what is most important to you, nurture your personal well-being, and focus on "work" that provides you a deep sense of meaning and purpose. 
Therefore, in each MQ Retreat session, we will explore essential ingredients for creating the "secret sauce" of Your Unique Financial Life Planning Practice. 

Sampling of Special Speakers & Topics 

Keep an eye out for a full agenda and session descriptions coming soon.  In the meantime, here is a sneak peak at a few of our featured presenters who will be sharing their knowledge and perspectives, as well as facilitating dialogue and understanding:

John E. Grable, Ph.D., CFP®

John teaches and conducts research in the Certified Financial Planner Board of Standards Inc. undergraduate and graduate programs at the University of Georgia.  He has been the recipient of many research and publication awards and grants, and is active in promoting the link between research and financial planning practice.  As the Director of the Financial Planning Performance Laboratory, he directs research that is focused on the interaction of financial planner and client attitudes, behaviors, and physiological well-being. An important insight from these studies has been the role the human stress response plays in influencing decision making and behavior in the context of financial life planning.  At the MQ Retreat, John will be sharing research findings in his presentation "What We Know about Clients" Lessons from the Lab."

Manisha Thakor, CFA, CFP®

Known for making the complex simple, the cornerstone of Manisha's work is a concept she calls "MoneyZen," a joy-based approach to personal finance honoring the core values of simplicity, freedom, and abundance.  As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, Manisha is an ardent advocate of financial literacy for women.  In addition, Manisha is the co-author of two critically acclaimed personal finance books (On My Own Two Feet and Get Financially Naked) a member of The Wall Street Journal's Wealth Experts Panel, CNBC's 2015 & 2016 Financial Advisor Councils, and sits on faculty at The Omega Institute.  At the MQ Retreat, Manisha's presentation will explore "Power of the Purse: The Latest Trends in the Women & Wealth Space...and How Your Practice Can Benefit.”

Bob Mauterstock, CFP®

For 33 years, Bob Mauterstock was a financial advisor to hundreds of clients. Over and over he saw families devastated by an unexpected financial or health-related crisis faced by elderly parents. Most families found it almost impossible to bridge the gap between generations to deal with these issues. After many years, Bob developed a proven method of communication to solve this problem. He discovered that as the family financial advisor he could bring everyone together and create a lasting intergenerational plan through the gift of communication.  As more and more families are faced with the issues of aging, financial advisors are in a unique position to help clients deal with this crisis. At the MQ Retreat, Bob will share what he has learned in his presentation,  "Bridging the Gap, Creating an Intergenerational Plan for Your Clients.”

Sarah Asebedo, Ph.D, CFP®

Sarah is an Assistant Professor of Personal Financial Planning with Texas Tech University. With extensive financial planning practitioner experience, her goal is to connect research and practice with a focus on the relationship between psychological attributes, financial conflicts, and financial behavior.  Recently, the FPA announced that she and co-author Martin Seay, Ph.D, CFP® were recipients of the 2016 Montgomery-Warschauer Award for their Journal of Financial Planning article, "From Functioning to Flourishing: Applying Positive Psychology to Financial Planning."  In her MQ Retreat presentation, Sarah will define positive psychology and explain how it can be applied to improve clients' quality of life and sense of well-being through the financial planning process.

*We previously announced that Dr. James Gottfurcht would be presenting his propriety program, "Empathy: The Core Financial Life Planning Tool for Advisors."  However, due to a family emergency, Dr. Gottfurcht recently notified us that he would not able to join us for our 2016 MQ Retreat.  We send him and his family best wishes and look forward to rescheduling this valuable program for a future MQ event.

The Celebration Dinner will take place the opening night of the M.Q. Retreat, Thursday, November 3rd.  The Celebration Dinner is always a highlight of the Retreat!  It is a time to partake in delicious food and wine and enjoy conversation with like-minded colleagues.  Each year special musical entertainment enhances the lively atmosphere.  This year's dinner will take place at The Village Ballroom, located in the Woodlawn neighborhood a few blocks from the Kennedy School. Follow the link below to register for the Celebration Dinner.




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