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6.5 CE accepted by the CFP Board!

Money Quotient University’s 10-week, 5-session course, Towards Aware and Values-Centered Investing, will begin on September 10. This course is designed for financial professionals ready to engage in out-of-the-box thinking regarding options for clients who want to a) know their investments are doing no harm; and/or b) actively engage in making the world a better place via their investments.

Building upon their recent MQ Webinar, Values Based Investing, instructor Marco Vangelisti and contributing MQ Partner Johnny Roland will help financial planners understand investment options and tools available to help clients truly align their financial and life plans with their values.

This course is available to everyone, including non-MQ Partners.

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With great enthusiasm, Money Quotient and MQ Research & Education proudly announce this year’s Ken Gillaspie Legacy Fund scholarship recipients!

As part of their award, each will attend one of our MQ Fundamentals of True Wealth™ Planning training courses in September.

We look forward to learning more about and meeting Lamont, Danielle, and Josh in the coming weeks. Congratulations!

Deanna Sharpe, PhD, CFP®, CRPC®, CRPS®

Deanna is an Associate Professor of Personal Financial Planning and Director of a CFP Board-Registered Program at the University of Missouri. At this year’s MQ Retreat, she will share her presentation, “Financial Planning Conversations in Challenging and Changing Times.”

June Fundamentals of True Wealth™ Planning Virtual Training

Our second “MQ Fundamentals of True Wealth™ Planning” virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient’s unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience.

We would also like to thank MQ Facilitators Johnny Roland, CFP®, and James Hindes, who went above and beyond to ensure a successful training experience.

Sound like fun? Want to join us? Early-bird pricing for both September trainings (one in-person and one virtual) ends soon. Secure your spot today!

Money Quotient’s Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients’ needs.

These workbooks provide a list of questions that you will find helpful when beginning a conversation with your clients regarding transitions in their work, family, legacy, and financial lives.

Additionally, each workbook contains a list of potential financial implications and client-facing resources pertaining to each specific transition.

Gold and Platinum MQ Partners can access these tools by clicking on “Materials by Category” after logging into the MQ website, then selecting “Life Transitions Workbook Generator.” For a demonstration, watch our 90-second walkthrough on how to use the tool.

Each of the 50+ available worksheets is also available individually in the “Materials by Category” section by selecting “Life Transition Worksheets.”

Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come.

Featured speakers this year include:

Meghaan Lurtz, Ph.D., FBS™ Meghaan is a Professor of Financial Psychology at Kansas State University, an on-staff writer and researcher for kitces.com, and a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.

Timi Joy Jorgensen, Ph.D. Timi is an Assistant Professor and Director of Financial Education & Well-Being at The American College of Financial Services. Her research focuses on diversity, equity, and inclusion in financial services, financial well-being, and empowerment.

Deanna Sharpe, Ph.D., CFP®, CRPC®, CRPS  Deanna is an associate professor in the Personal Financial Planning Department at the University of Missouri – Columbia. Her research examines factors affecting later life financial and economic well-being.

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We have created two new tools that will help you guide your retired clients in assessing their levels of satisfaction and identifying transitions they are experiencing. Through conversation, you have the opportunity to highlight the financial implications that require proactive planning.

When you pair these with our other Retirement Planning Tools, you have a process to help your retired clients ensure they’re enjoying a life of contentment, not complacency. If you’d like to brush up on our suite of retirement tools, check out our spring webinar, Creating Satisfaction and Living Into Values in Retirement.