Events

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3Feb
2022

Webinar

Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:

 

  • the universal and divergent areas of financial wellbeing for eight unique identity groups
  • the role of the planner in empowering individuals to improve their financial well-being through financial empathy
  • the surprising ways financial empathy can foster or derail trust in the planner/client relationship.

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15Mar
2022

Webinar

MQ Open Forum: Understanding Life Transitions

Change is the only constant, so it’s no wonder life’s transitions are at the heart of most financial planning work. In this MQ Open Forum, we’ll share a few tips and strategies for guiding your clients’ through successful life transitions and helping them understand the benefits of proactive and collaborative planning for transitions throughout their life journey.

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19Apr
2022

Webinar

MQ Open Forum: Walking Clients Through Professional Transition

Whether you’re working with young professionals, seasoned executives, or entrepreneurial business owners, the opportunities to help your clients proactively plan their career paths are abundant. In this MQ Open Forum, we’ll talk about ways to support your client as they transition from one professional identity to another.

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10Sep
2022

Online Course

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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