What Their Stories Reveal: Getting To The Heart Of What Matters Most To Your Clients
Susan Turnbull, Founder and Principal, at Personal Legacy Advisors, LLC, shares her insights on this important topic.
True Wealth Webinars
“From Personality to Saving Behavior: Bridging the Saving Gap”
Sarah was one of the recipients of the 2016 Montgomery-Warschauer Award for the November 2015 Journal of Financial Planning article she cowrote, “From Functioning to Flourishing: Applying Positive Psychology to Financial Planning.” She also spoke on this topic at our 2016 Retreat.
“7 Steps to Protect Yourself, Your Practice, and Your Clients Who Have Diminished Mental Capacity”
Bob Mauterstock, CFP®, presents this valuable information in his field of study. Mauterstock was also a speaker at our 2016 MQ Retreat.
Working with Couples: How New Research in Financial Therapy Can Inform Your Practice
Megan Ford, M.S., LMFT shares new research in Financial Therapy, conducted in the University of Georigia’s ASPIRE Clinic, and how it can be applied to a financial planning practice.
“Concrete Tips for Working with Grieving Clients”
In this webinar, Libby Palomeque, a CERTIFIED FINANCIAL PLANNER™ and grief counselor, explains how you can interact with grieving clients in the most effective way.
Meet the Author – Kathy Longo, CFP®, CAP®, CDFA®
Kathy Longo, CFP®, CAP®, CDFA®, President and Founder of Flourish Wealth Management will be joining us to talk about her book, Flourish Financially: Values, Transitions, and Big Conversations.
Issue-driven Implementation and Situational Framing
Join us for this valuable MQ Educational Webinar!
Unlocking the Magic of Intrinsic Motivation
MQ President, Carol Anderson will be giving a presentation for the Purposeful Planning Institute.
Meet the Author – Maggie Kulyk, CRPC©
Maggie Kulyk, CRPC©, CEO and founder of Chicory Wealth, joins us to discuss her book, Integrating Money and Meaning:Practices for a Heart-Centered Life.
Best Practices for Virtual Meetings
MQ Partner James Hindes joins us to help the MQ Community plan for online meetings when in-person visits aren’t possible.