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M.Q. Learning Opportunities
For all upcoming events, please check the listings and calendar below for descriptions, dates, times, pricing, and registration information.
M.Q. Retreat 2010—"Purpose and Process: Designing Your Client Relationships"
November 8 and 9, 2010
Money Quotient holds an annual Retreat to bring together members of the M.Q. Community. The Retreat offers a unique opportunity to explore the depth and breadth of life-centered, values-based financial planning.
Each year the M.Q. Retreat is designed around a specific theme, chosen to nurture the unique client/planner relationships of the Money Quotient Community of financial professionals. Individuals with wide ranging specialties have presented at past M.Q. Retreats, including experts in the areas of; financial life planning, communication techniques, retirement design, psychology, life coaching, grief counseling, and ethical wills.
In addition to providing fantastic educational opportunities, the M.Q. Retreat provides members of the M.Q. Community with the occasion to reconnect with old friends and establish new meaningful relationships with likeminded professionals, all while enjoying good food and fun in a scenic setting.
The guiding theme for our 2010 M.Q. Retreat will be focusing our intentions and strengthening our systems to provide the very best in life-centered financial planning advice, service, and education. Learn and contribute in a think tank atmosphere while you experience the inspiring and mutually supportive environment of the M.Q. Community.
The Retreat will again be held at the lovely Clearwater Resort on the beautiful Kitsap Peninsula in Money Quotient's home of Washington State.
For more detailed information, please click here to download the 2010 M.Q. Retreat Info Packet!
This event is open to M.Q. Licensees and non-Licensees.
The early bird rate for Licensees to attend is $800. The early bird rate for non-Licensees to attend is $1,000. (Early bird discounts apply to registrations received by August 27, 2010). The regular rate for Licensees to attend is $1,000. The regular rate for non-Licensees to attend is $1,200.
This event is open only to M.Q. Licensees who have completed "Fundamentals of Financial Life Planning" Training.
The early bird rate for Licensees to attend is $800. (Early bird discounts apply to registrations received by August 27, 2010). The regular rate for Licensees to attend is $1,000.
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 in this webinar.
Click here to register online. You may also register via phone by contacting the Learning Opportunities Desk at 360.697.4561.
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. Together we will explore:
► Why host seminars
► How to get started
► What forms your seminar program might take
► What others are doing with client seminars
► How to find guest speakers
► Cost control—lavish or simple?
► Tapping your professional network for knowledge and clients
► Using your M.Q. resources
Please join us, whether you’re an “old hand” at client seminars or just wondering how they work.
This webinar is open to M.Q. Licensees and non-Licensees.
The fee for Licensees to attend is $35.00. The fee for non-Licensees to attend is $50.00.
Please click here to download a registration form. You may also register via phone by contacting the Learning Opportunities Desk at 360.697.4561.
Date and Time TBA
The First Step Training Webinar Series provides instruction and training to Licensees of the First Step Cash Management System™. Each First Step Training Webinar Series will consist of two 90-minute training webinars. Within each series, there will be a month between the sessions to allow participants time to complete homework and gain hands-on experience with the First Step Cash Management System™.
The First Step Training Webinars will enhance your understanding of the cash flow management concept, discuss the ways in which the Financial Life Planning® approach and First Step complement one another, and provide you with guidance around introducing and using the system with your clients. These webinar series are presented by M.Q. Vice President, Amy Mullen.
Each series will have 15 seats available and will be filled on a first come, first served basis. Other series will be added after the current sessions have been filled.
These webinars are open to First Step Cash Management System™ Licensees Only.
These webinars are part of your Licensing Agreement. There are no additional fees to participate in these webinars.
Event Calendar
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"M.Q. Semi-Annual Licensee Update" Webinar |