Keep abreast of new developments at M.Q. and plans for the future. Money Quotient President and CEO, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, will announce what is hot off the press and discuss new offerings available to the M.Q. Community.

This webinar will also provide the opportunity to learn about planned upgrades to the M.Q. website, onsite training options, and upcoming Learning Opportunities. In addition, this webinar will offer attendees the opportunity ask questions, provide feedback, and share ideas.

This webinar is open to M.Q. Licensees only. There is no fee to participate. Please click here to register online. 

The deadline for receiving a discounted lodging rate for the August "Fundamentals of Financial Life Planning Training" in Washington State is Tuesday, July 13th! If you have been contemplating joining us, now is the time to register! This will be the final West Coast session of 2010! Training takes place August 4th-6th, don't miss out! Click here to download an information packet and registration form.

As an M.Q. Licensee, you are already dedicated to using a life planning approach to deepen your client relationships. In addition, you can use client seminars to further strengthen those bonds, attract new clients, and reinforce your professional network.

Join presenter Andy Landis for this roundtable e-discussion on hosting client seminars to learn what has worked for others and share what has worked for you. Many have discovered that client education is a win-win-win for the practice, the clients, and professional colleagues. This webinar will give you the tools to build a client education program that fits your unique practice.

This webinar will take place Tuesday, July 27th from 1:00pm to 2:00pm PDT. This webinar is open to M.Q. Licensees and non-Licensees. For pricing information, please click here to download the registration form.

A terrific new feature for the First Step Cash Management System™ will be rolled out this Friday, June 25th. The enhancement will enable users to create multiple plans within their First Step account allowing for detailed scenario planning.

Join Money Quotient Vice President and Director of Licensee Services, Amy Mullen, and Eric Kies, MBA, CFP®, AIFA®, of The Planning Center as they introduce this exciting new feature and explain how its use will benefit your clients.

This webinar is open to First Step Licensees only. There is no fee to join this webinar. Click here to register online.

M.Q. President, Carol Anderson, M.S., will be speaking this Saturday, June 26th at the NorCal Fee-Only Financial Advisors Study Group Meeting in Berkeley, California. Carol's presentation, "Client Communication: What Really Matters" will clarify several aspects of life planning including what it is, why it is important, and how it is integrated into client meeting processes. She will also discuss results of communication research that demonstrates the efficacy of a life planning approach in developing client trust and commitment.

The meeting will be held at Hs Lordships Restaurant. Carol's presentation will take place from 2:20pm to 3:35pm. Additional information may be obtained by contacting Jeff Lambert at: jjeffreylambert@gmail.com.