M.Q. Vice President, Amy Mullen, will present a free webinar session on June 6th from 10:00-11:00AM PDT for BrightTALK's "Thought Leadership for Financial Advisors" webinar series.

Amy's presentation, "Linking Cash Flow & Life Planning: Your Most Important Client Conversation," will examine how linking cash flow management and life planning processews will engage your clients and empower them to affect positive change in their lives. Amy will provide guidance that will help your clients to focus on what is truly most important to them and provide tools that will allow them to survive and thrive in all market conditions.

CLICK HERE TO REGISTER ONLINE!

Registration is now open for the 2012 M.Q. Retreat and Post-Conference Advanced Training!! Visit the Retreat webpage for details on this year's Retreat theme, a sneak peek at some of the scheduled sessions, a description of the Advanced Training, and info on location, lodging, travel, transportation, and tourism!

CLICK HERE to visit the 2012 M.Q. Retreat webpage!

CLICK HERE to register online for Retreat!

CLICK HERE to register online for Advanced Training!

This free webinar session presented by M.Q. Vice President, Amy Mullen, will provide details on the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.

The First Step Cash Management System™ will help your clients to gain a better understanding of their current financial situation, be aware of the resources they have available, and make plans for the future. In addition, the system will assist them in communicating the purpose money serves in their household. This discovery process will result in a financial plan that is true to your client’s values and goals, inspires action, and creates commitment.

To learn more about First Step, click the links below to download informational documents:

First Step Fact Sheet

More about First Step

The webinar will take place Thursday, June 28th from 11:00AM-12:00PM PDT / 2:00PM-3:00PM EDT.

CLICK HERE TO REGISTER ONLINE!

Money Quotient is excited to announce a new M.Q. Learning Opportunity! In this webinar, M.Q. Emeritus and Life & Business Coach, Lawrence Chambers, will introduce new perspectives which will support you in creating a more effective Financial Life Planning® business. These key perspectives are based on Lawrence's personal experience as a Financial Life Planner while he created his own Financial Life Planning practice, using the M.Q. approach.

The webinar will take place Thursday, May 31st from 11:00am-12:00pm PDT / 2:00pm-3:00pm EDT.

CLICK HERE for a detailed description and online registration!

The deadline for submitting applications for the 2012 Ken Gillaspie Legacy Fund Scholarship is April 30th! The recipient will be invited to participate in the 3-day "Fundamentals of Financial Life Planning" Training session held July 30-August 1 in Minneapolis, Minnesota. The scholarship will cover the tuition in full and up to $1,000 in related transportation, lodging, and food expenses.

The following individuals are invited to submit an application for a Money Quotient Scholarship: CFP® certificants and designees, students enrolled in a qualified CFP programs, CFP Program Directors and Instructors, and/or members of the Financial Planning Association. To be eligible for selection, applicants must not have previously attended the Money Quotient "Fundamentals of Financial Life Planning" Training course.

CLICK HERE TO DOWNLOAD THE INFORMATION AND APPLICATION PACKET!