Meet the Author: Janine Firpo
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
Webinars
“Values-Based Investing” with Marco Vangelisti and Johnny Roland
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty
1.0 CFP CE pending acceptance by the CFP Board.
Is there a silver lining in the cloud? Is it true that you should never let a good crisis go to waste? This webinar will challenge you to reflect upon and reframe all the uncertainty, anxiety, and losses we’ve experienced on so many levels since March 2020. Lessons for you as an individual, a planner, and financial planning firm will be presented to enable you to move forward with a vision, get more comfortable being uncomfortable, get clear about what’s not changing, and move with emotional, behavioral and organizational agility and grace.
Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
1.5 CFP CE pending acceptance by the CFP Board
Join us as we welcome David Yeske, CFP® and Elissa Buie, CFP®, who will discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
Exploring the Connection Between Self-Regulation, Financial Self-Efficacy, and Financial Behaviors
Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.
How Financial Therapy Can Aid in Your Financial Planning Practice
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
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.