Money Quotient
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We teach financial professionals how to bring science to the art of relationship. Our mission is to f
Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to our underlying philosophy, an individual’s “real” financial well-being (MQ) is comprised of two essential components: emotional intelligence (EQ) and financial knowledge (IQ). Therefore, rather than using net worth as a snapshot of financial sta
04/14/2026
What’s coming up at Money Quotient?
Here’s your quick-glance guide to upcoming webinars, trainings, and workshops designed to bring more meaning and humanity to financial planning.
Whether you’re new to MQ or deep in the work already, there’s something here for you.
www.MoneyQuotient.com/Events
Open to all: advisors, planners, coaches, and changemakers.
04/08/2026
Clients procrastinate on estate planning for reasons that have nothing to do with legal complexity.
And when advisors focus only on the technical side, the burden often falls on heirs — who are left to navigate unclear intentions during an already difficult time.
Amy N. Mullen, CFP®, is presenting on the emotional obstacles that derail estate planning and how a values-based process changes the outcome.
📅 April 23, 2026 | 11:00 AM PDT
🔗 https://www.moneyquotient.com/events/webinar/2026-04-emotional-side-of-estate-planning/
04/06/2026
Most financial planning conversations focus on one big goal: building wealth.
But what if the real goal is something different?
In his book Die With Zero, Bill Perkins challenges the idea that success means leaving the largest possible portfolio. Instead, he encourages us to think about how money can be used to create meaningful life experiences along the way.
Join Derek Hagen for a webinar exploring how these ideas can reshape the way financial professionals think about money, time, and life planning.
In this session, we’ll explore:
• The idea of “memory dividends”—why experiences can pay lifelong returns
• Why when you spend money may matter more than how much you accumulate
• The balance between saving for the future and living well today
• When early gifting might be more meaningful than leaving a large inheritance
• How advisors can help clients align money with what matters most in life
This webinar offers a thoughtful look at how financial planning can help clients live intentionally—not just accumulate efficiently.
📅 April 7, 2026
🕐 1:00 PM CST
Register here:
https://www.moneyquotient.com/events/webinar/2026-04-die-with-zero/
Click here to claim your Sponsored Listing.
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Portland, OR
97211