3Jun
2025
Webinar
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.
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5Jun
2025
Webinar
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®.
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10Jun
2025
Webinar
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.
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