3Jun
2025
Webinar
1.0 CE accepted by the CFP Board
With an average life span of just four thousand weeks, how should we really be thinking about time? In Four Thousand Weeks (2021), Oliver Burkeman challenges traditional productivity mindsets and offers a refreshing take on how to make the most of our limited time. Whether you’ve read the book or are hearing about it for the first time, this webinar will provide valuable reflections on time, and the meaning of financial life planning.
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5Jun
2025
Webinar
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client problem that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFP®.
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10Jun
2025
Webinar
1.0 CE accepted by the CFP Board
Retirement is no longer a one-size-fits-all concept. Some may face a mismatch between their expectations and the realities of retirement, struggling to adjust to a new phase of life without the right tools, strategies, or conversations to guide them. In this webinar, we will explore how retirement planning is shifting from a purely financial goal to a more holistic, multi-dimensional experience. We will also discuss the history of retirement and the evolution of society’s perception of this life stage, shedding light on how it has transformed over time and what the future might hold.
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17Jun
2025
24Jun
2025
Advanced Course
4.5 CFP CE accepted by the CFP Board.
Advisors and financial professionals often encounter clients who seem resistant to change; however, that resistance is often ambivalence. Motivational Interviewing (MI) offers a client-centered approach that enhances engagement, deepens conversations, and strengthens motivation for action. In this interactive, four-hour workshop, Derek Hagen will guide you through the core principles and techniques of MI, with a focus on real-world application.
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13Aug
2025
Training
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Minneapolis, MN!
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16Sep
2025
MQ Gathering
In today’s volatile, uncertain, complex, and ambiguous (VUCA) world, the role of financial professionals is more critical — and more challenging — than ever. The MQ Gathering is an immersive, think tank–style conference designed specifically for financial professionals seeking to deepen their understanding of the human dimensions of their work in chaotic environments.
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25Sep
2025
Webinar
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client problem that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFP®.
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15Oct
2025
Training
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
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