1.0 CFP CE accepted by the CFP Board.
Financial planning isn’t just about numbers; it’s about helping clients create lives filled with purpose, significance, and fulfillment. But what does it truly mean to live a meaningful life? And how can you guide clients toward deeper satisfaction? Join Derek Hagen as we explore the science of meaning in life, drawing from the work of researcher Michael Steger, Ph.D.
1.0 CFP CE accepted by the CFP Board.
Understanding your clients’ core values is critical to building strong, lasting relationships and providing advice that truly resonates with their goals. However, the process of uncovering and clarifying these values can be trickier than it seems. Join us as we explore the nuances of values clarification and how to effectively facilitate this essential process with your clients.
1.0 CE accepted by the CFP Board
With an average life span of just four thousand weeks, how should we really be thinking about time? In Four Thousand Weeks (2021), Oliver Burkeman challenges traditional productivity mindsets and offers a refreshing take on how to make the most of our limited time. Whether you’ve read the book or are hearing about it for the first time, this webinar will provide valuable reflections on time, and the meaning of financial life planning.
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client problem that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFP®.
1.0 CE accepted by the CFP Board
Retirement is no longer a one-size-fits-all concept. Some may face a mismatch between their expectations and the realities of retirement, struggling to adjust to a new phase of life without the right tools, strategies, or conversations to guide them. In this webinar, we will explore how retirement planning is shifting from a purely financial goal to a more holistic, multi-dimensional experience. We will also discuss the history of retirement and the evolution of society’s perception of this life stage, shedding light on how it has transformed over time and what the future might hold.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Minneapolis, MN!
This five-session, ten-week course is designed to help financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values. 13.5 CFP CE accepted by the CFP Board.
In today’s volatile, uncertain, complex, and ambiguous (VUCA) world, the role of financial professionals is more critical — and more challenging — than ever. The MQ Gathering is an immersive, think tank–style conference designed specifically for financial professionals seeking to deepen their understanding of the human dimensions of their work in chaotic environments.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
