"Creating an Effective Goal Setting Process" Presented by Amy Mullen, CFP

Main Topic:  Creating an Effective Goal Setting Process

Date:  September 27, 2017

Time:  11:00AM - 12:00PM PDT / 2:00PM - 3:00PM EDT


This webinar is for MQ Licensees only!

1 CFP CEU pending acceptance by CFP Board!

About the Webinar

Goal setting is arguably the most vital part of creating and implementing a successful financial plan. Without goals a financial plan is meaningless. In addition, goals that are arbitrary create no motivation for implementation.

Despite this understanding, many individuals are reluctant to set goals. Often it is because goal setting has been ineffective, disappointing, or discouraging for them in the past. For others, they simply have a confusing web of competing needs and wants and don’t know where or how to begin organizing and prioritizing what is most important to them.

In this educational webinar, Amy Mullen, CFP® will discuss ways to use the MQ tools & resources to create a goal setting process that is engaging, enjoyable, and leads to meaningful goals that result in a strong motivation to implement recommended financial strategies.

This webinar will provide you with an understanding of:

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