2022 MQ Retreat – October 25-27


Scroll Down to Registration Section for Details


Jupiter NEXT | Portland, OR 












Nurturing Resilient & Rewarding Client Relationships in a Rapidly Changing Environment

The MQ Research Consortium recently updated a 15-year old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients.  The key question explored was “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S. and Deanna Sharpe, Ph.D. will present the results and discuss the implications of this groundbreaking study.  

In addition, notable scholars and practitioners will use this information as a springboard for sharing insights and knowledge that will equip you to meet current challenges and to serve as beacons in the lives of your clients for many years to come:

What To Expect

Excitement is building as we draw nearer to the 2022 MQ Retreat. We hope you share our enthusiasm after watching these short videos!

Timi Joy Jorgensen, Ph.D. tells us about her research and her presentation, “Improving Client Relationships and Outcomes through the Inclusive Financial Well-Being and Empowerment Model.”

Thom Allison, CFP® explains both the personal and professional benefits of attending this year’s MQ Retreat, and how your own participation is key to improving your own practice.

Meghaan Lurtz, Ph.D. looks forward to joining us as both a presenter and an attendee, and provides a sneak preview of her presentation, “Financial Stress & Anxiety: Keeping Yourself & Clients Mentally Healthy.”


This year’s event will be held at the JupiterNEXT hotel in Portland, OR. Take advantage of a special room rate by booking through this link by October 4th.

If you would like to extend your stay by arriving earlier or departing later, first reserve your room for the event via the link above. Then, call JupiterNEXT at 503-234-7767 or email sales@jupiterhotel.com to add dates to your stay. Please note that you will need to provide your confirmation code to extend your dates at the special rate.

Meet & Greet

Presenters and attendees are invited to a Meet and Greet reception Tuesday, October 25, 6:00 – 9:00 pm. Please join us in the hotel lobby next to Hey Love, a lush tropical bar & restaurant. This will be a wonderful opportunity to connect with fellow members of the MQ Community over drinks and light snacks on the eve of the MQ Retreat!

Celebration Dinner

Your registration fee includes a seat at our annual MQ Celebration Dinner on Wednesday, October 26. Happy hour will be 6:00 -7:00 pm dinner will be 7:00 – 9:00pm.

Those with allergies or food sensitivities are encouraged to email us when registering; we will do our best to accommodate your requests.

More Information

Download this information packet for more details about the 2022 MQ Retreat! This file will be updated with more information in the coming weeks.

Learn more about the first set of announced presentations with this session description guide.

What can you  expect when you attend the MQ Retreat in person? Hear directly from those who attended our most recent iteration via this short video!


Can’t make the trip in-person this year?  Do the dates conflict with other obligations you already have committed to?  No problem!!  Money Quotient is pleased to announce new Live Streaming and On-Demand options for the 2022 MQ Retreat!!

If you’re able to attend virtually on October 26th & October 27th, a skilled production team will be providing a Live Stream feed through a simple zoom meeting format.  Just have your webcam on during the sessions and we’ll submit CE for your attendance! You will also be able to use the chat window to ask the speaker questions! We’ll have a MQ Team member moderating all virtual Q&A.

If you are not available on those dates or for all the sessions you are interested in, do not fret!!  We will also have all the sessions recorded and available On-Demand a couple weeks after the event has been completed. We will provide all registered attendees access to a special virtual classroom that will allow you to view the recordings and take a short quiz for CE! 

In-Person Rate $1,200.00

Streaming On-Demand Rate $400.00

Registration for in-person attendance is closed. You can still register for virtual attendance. 

Cancellation Policy

  • If you cancel ON OR BEFORE SEPTEMBER 27, 2022, you will receive a FULL REFUND, minus a $100.00 processing fee.
  • If you cancel BETWEEN SEPTEMBER 28 – OCTOBER 11, 2022, you will receive a 50% REFUND, minus a $100.00 processing fee.
  • NO REFUND will be provided for cancellation after OCTOBER 11, 2022.
  • NO REFUND will be provided to individuals who are registered but do not attend the Retreat (i.e., “No Shows”).