{"id":12074,"date":"2021-12-01T16:07:04","date_gmt":"2021-12-02T00:07:04","guid":{"rendered":"https:\/\/www.moneyquotient.com\/?post_type=product&p=12074"},"modified":"2022-07-29T10:47:21","modified_gmt":"2022-07-29T17:47:21","slug":"2022-08-16-mq-open-forum","status":"publish","type":"product","link":"https:\/\/www.moneyquotient.com\/events\/2022-08-16-mq-open-forum\/","title":{"rendered":"MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients"},"content":{"rendered":"

\"\"<\/a><\/h2>\n

About the Webinar<\/span><\/h2>\n

When you think about goal-setting with clients, you probably think of retirement, homeownership, or risk management. Creating security for oneself is certainly a foundational need for all clients. However, once that comfortable foundation has been built, research shows that giving \u2013 in all forms, big and small \u2013 brings a sense of intrinsic reward, meaning, and fulfillment to one\u2019s life.<\/span><\/p>\n

In this MQ Open Forum, we\u2019ll discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one\u2019s time, energy, or money that aligns with that individual\u2019s core values.\u00a0 This conversation goes beyond identifying avenues for charitable gifting and includes ways your client can demonstrate generosity with friends, family, and their communities.<\/span><\/p>\n

This webinar is an excellent fit if you feel ready to take a deeper dive into the client conversations you\u2019re having around goals.<\/span><\/p>\n

Our MQ Open Forum webinars bring collaborative discussions to the virtual meeting space. Each session will focus on a particular topic and highlight the pertinent practical\/emotional aspects of client relationships and processes. The format for each Open Forum will be similar:<\/span><\/p>\n