Events

View mode: Past events »
5Aug
2021

Webinar

MQ Community Discussion: What Is It All For?

Throughout the last 18-months, advisors and their clients have had their status quo shaken. Clients are reevaluating their aspirations, the ultimate purpose of their nest egg, and asking themselves, “What is it all for?” In this MQ Community Discussion, we want to hear your ideas on how to navigate these conversations, as well as share the MQ Perspective on how to help them create their vision of not just a new normal but a better, more fulfilling life.

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17Aug
2021

Webinar

MQ Open Forum – Business Structures

What structures provide the most flexibility when integrating life planning conversations? How do different business structures influence how clients perceive where the value lies in your offering? Join us for this Open Forum discussion!

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9Sep
2021

Webinar

MQ Educational Webinar – Belief Systems

Join MQ President Amy Mullen, CFP® as she explores the influence of belief systems, and how they can either support or interfere with the development of successful and fulfilling client relationships.

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11Sep
2021

Online Course, MQU Sponsored

Towards Aware and Values-Centered Investing

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

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