MQ Retreat – October 25-27, 2022

Join us for the 2022 MQ Retreat!
Portland, OR | October 25-27

Meet & Greet | October 25
MQ Retreat | October 26-27

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:

Lodging and Food

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 4.

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 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.

Attendees are welcome to join us at Hey Love, a lush tropical bar & restaurant located in the lobby of the JupiterNEXT hotel. and for a  Meet and Greet on Tuesday, October 25. This is a wonderful opportunity to connect with fellow members of the MQ Community over drinks and light snacks on the eve of the MQ Retreat!

Your registration fee includes a seat at our annual MQ Celebration Dinner on Wednesday, October 26. The buffet-style meal will be held in the same location as the sessions of the MQ Retreat. Those with allergies or food sensitivities are encourage to email us when registering; we will do our best to accommodate your requests.

More Information

Download this printable information packet for more details about the 2022 MQ Retreat! This file will be updated with more information in the coming weeks. (Last updated May 11, 2022.)


Early Bird Rate: $1,200.00

Regular Rate: $1,400.00

Early bird registration ends on September 13, 2022. The final deadline to register is October 11, 2022. 

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”).