Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:

• the universal and divergent areas of financial wellbeing for eight unique identity groups
• the role of the planner in empowering individuals to improve their financial well-being through financial empathy
• the surprising ways financial empathy can foster or derail trust in the planner/client relationship.

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MQ Open Forum: Creating Satisfaction and Living Into Values in Retirement

“Retirement planning” broadly encompasses pre-retirement, early-retirement, and later-retirement aspects. In this MQ Open Forum, we’ll talk about how you can help your clients intentionally design lives of contentment, not complacency, in each phase.

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