Events

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23Apr
2026

The Emotional Side of Estate Planning: What Professionals Can’t Afford to Ignore

1.0 CE per the CFP Board

Estate planning challenges rarely stem from a lack of legal or technical knowledge alone. In practice, emotional discomfort, uncertainty about priorities, and difficulty translating personal values into decisions often lead clients to procrastinate or disengage from the process. Join us as we examine the most common obstacles that arise in estate planning, including those experienced by advisors, clients, and inheritors, with attention to both practical and emotional factors that interfere with completion.

 

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21May
2026

Implementing the Psychology of Money: A Framework for Meaningful Financial Planning

1.0 CE per the CFP Board

Financial planning becomes powerful when advisors understand not just numbers, but the psychology behind them. Join Derek Hagen as he introduces a structured, question driven framework for implementing the psychology of money in client conversations. The key isn’t going deep for the sake of depth; it’s knowing what you’re listening for—and applying the right level of intervention at the right time.

 

 

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24May
2026

MQ Community Implementation Experience

Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA

The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.

 

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9Jun
2026

Meir Statman – A Wealth of Well-Being: A Holistic Approach to Behavioral Finance

CFP CE Pending

Money Quotient is excited to welcome Meir Statman, who will discuss his recent book, “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance,” which presents a third-generation of behavioral finance, expanding the circle of finance to describe normal people, neither rational nor irrational, striving to enhance their life well-being, beyond financial well-being.

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23Jun
2026

Facilitating Biography Conversations in Financial Planning: A Live Demonstration

1.0 CE per the CFP Board

Financial decisions are rarely shaped by numbers alone. Without understanding a client’s biography, advisors may miss critical context that affects present-day decision-making. Join us as we demonstrate how financial professionals can facilitate meaningful conversations about a client’s life experiences using structured MQ tools, and observe how exploring biography helps uncover how values were formed, how financial perspectives developed, and how past experiences may contribute to current anxieties, passions, and aspirations.

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4Oct
2026

MQ Community Implementation Experience

Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA

The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.

 

Read more »

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