| Date |
Title |
Type |
Description |
| 06/21/13 |
FPA NextGen 2013 Gathering |
Professional Activity |
M.Q. Vice President Amy Mullen will be attending the FPA NextGen 2013 Gathering at St. John's University in Collegeville, MN. The event provides the opportunity to discuss all hot topics and trends facing the future of the financial planning profession and a chance to get to know industry peers, colleagues and the FPA leadership in an intimate and free-flowing setting.
more» |
Event: FPA NextGen Gathering 2013
Dates: Friday, June 21 - Sunday, June 23, 2013
Location: St. John's University - Collegeville, MN
M.Q. Vice President Amy Mullen will be attending the FPA NextGen 2013 Gathering at St. John's University in Collegeville, MN. The event provides the opportunity to discuss all hot topics and trends facing the future of the financial planning profession and a chance to get to know industry peers, colleagues and the FPA leadership in an intimate and free-flowing setting.
For information about the conference, click here.
Back to calendar |
| 06/26/13 |
"Practice Management Resources Overview" Webinar |
Webinar |
In this webinar session, M.Q. Director of Communications, Katrina Liukko, will provide a detailed overview of the complete Practice Management Resources Library. She will discuss the design and purpose of each item and share ways to insert resources into your client meeting schedule. more» |
Event: "Practice Management Resources Overview" Webinar
Presenter: Katrina Liukko
Date: Wednesday, June 26, 2013
Time: 10:30am-11:30am PDT / 1:30pm-2:30pm EDT
ABOUT THE WEBINAR
Whether you are a new Licensee or a seasoned veteran, we encourage you to join us for this informative session! This webinar will provide you with the opportunity to explore the M.Q. Practice Management Resources Library. Practice Management Resources are a valuable component of your M.Q. License. The M.Q. Practice Management Resources Library contains items designed to keep your Financial Life Planning process effective and efficient, and provide added value to your clients. The resources encompass both advisor-centered and client-facing pieces. A selection of Practice Management Resources is available at all Licensing Levels.
In this webinar session, M.Q. Director of Communications, Katrina Liukko, will provide a detailed overview of the complete Practice Management Resources Library. She will discuss the design and purpose of each item and share ways to insert resources into your client meeting schedule. In addition, she will demonstrate where to locate Practice Management Resources with a tour of the Money Quotient website. Katrina will also bring you up-to-date on newly added resources.
The session consists of a 30-minute presentation followed by an extended question and answer segment. In addition, you are invited to submit your questions beforehand to allow us time to prepare more in-depth responses. Don’t miss your opportunity to learn how to access and leverage these useful materials! As a result of attending this webinar session you will:
- Learn about all Practice Management Resources available to you.
- Gain a clearer understanding of the purpose and use of each resource.
- Receive ideas and tips for successfully incorporating Practice Management Resources into your client meeting process.
- Be introduced to recently released resources.
- Learn how to access Practice Management Resources on the M.Q. website.
- Have the opportunity to ask questions and seek advice regarding Practice Management Resources.
REGISTRATION
This FREE webinar is open to M.Q. Licensees only.
CLICK HERE to register online!
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| 07/11/13 |
"First Step Introduction" Webinar |
Webinar |
This 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. more» |
Event: "First Step Introduction" Webinar
Date: Thursday, July 11, 2013
Time: 11:00AM-12:00PM PDT / 2:00PM-3:00PM EDT
This 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™ is web-based software created by The Planning Center in Moline, Illinois. First Step is available for licensing through Money Quotient and may be licensed as a stand-alone product or added to a new or existing Practice Tools Licensing Agreement.
First Step provides clients with a simple and user-friendly method for managing cash flow, reducing debt, and increasing savings. The First Step Cash Management System™ flows cash into three accounts or "buckets." Each of the three buckets holds a specific type of money and each type of money has a specific use or purpose. While the uses are all different, all three buckets are interrelated.
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.
This free introduction webinar is open to anyone interested in learning more about this simple and unique approach to cash flow.
CLICK HERE TO REGISTER ONLINE! |
| 07/25/13 |
"First Step Training" Webinar Series Seventeen (Part One) |
Webinar |
"First Step Training" webinars are open exclusively to Licensees of the First Step Cash Management System™ and are designed to enhance understanding of the cash flow management concept, discuss ways in which the Financial Life Planning approach and First Step complement one another, and provide guidance around introducing and using the system with clients. more» |
Part One: Thursday, July 25, 2013 10:00am-11:30am PDT / 1:00pm-2:30pm EDT
Part Two: Thursday, August 22, 2013 10:00am-11:30pm PDT / 1:00pm-2:30pm EDT
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.
The "First Step Training" Webinar Series consists of two 90-minute training webinars. There is time between the sessions to allow you to complete homework and gain hands-on experience with the First Step Cash Management System™.
This training is a benefit of the First Step Licensing Agreement and is open to all members of First Step licensed firms. We highly encourage all First Step Licensees and any members of their team who are using the software to complete the training. The "First Step Training" webinar series is facilitated by M.Q. Vice President, Amy N. Mullen.
This webinar series is open to First Step Licensees and members of their firms only. There is no fee to participate.
*** PLEASE NOTE: ATTENDANCE AT BOTH SESSIONS (PART ONE & PART TWO) IS REQUIRED AND SEPARATE REGISTRATIONS MUST BE SUBMITTED. ***
CLICK HERE TO REGISTER FOR PART ONE!
CLICK HERE TO REGISTER FOR PART TWO!
|
| 08/07/13 |
M.Q. Licensee Advisory Board Meeting |
Advisory Board Meeting |
M.Q. Licensee Advisory Board Meeting via teleconference. more» |
M.Q. Licensee Advisory Board Meeting
M.Q. Licensee Advisory Board Meeting via teleconference. The M.Q. Licensee Advisory Board members are:
Paula Hogan, CFP®, CFA
Michael Kay, CFP®
Martin Kurtz, CFP®, AIFA®
Michelle Maton, CFP®, EA, ATA
William T. Morrissey, CFP®
Jeffery Wheeler, J.D. |
| 08/21/13 |
"M.Q. Semi-Annual Licensee Update" Webinar |
Webinar |
Keep abreast of new developments at M.Q. and plans for the future. Money Quotient President and CEO Carol Anderson, Vice President Amy Mullen, and Director of Communications Katrina Liukko will announce what is hot off the press and discuss new offerings available to the M.Q. Community. more» |
Event: "M.Q. Semi-Annual Licensee Update" Webinar
Date: Wednesday, August 21, 2013
Time: 11:00am-12:00pm PDT / 2:00pm-3:00pm EDT
ABOUT THE WEBINAR
Keep abreast of new developments at M.Q. and plans for the future. Money Quotient President and CEO Carol Anderson, Vice President Amy Mullen, and Director of Communications Katrina Liukko will announce what is hot off the press and discuss new offerings available to the M.Q. Community.
This session will also provide the opportunity to learn about planned upgrades to the M.Q. materials and website, onsite training options, and upcoming Learning Opportunities.
- New materials and resources.
- Updated materials.
- Upgrades and additions to the M.Q. website.
- Highlights of the new and improved First Step Cash Management System™ website and program.
- Upcoming M.Q. Learning Opportunities.
- M.Q. Team news.
- And more!
REGISTRATION
This is a FREE webinar for M.Q. Licensees only.
REGISTRATION COMING SOON!
|
| 08/22/13 |
"First Step Training" Webinar Series Seventeen (Part Two) |
Webinar |
"First Step Training" webinars are open exclusively to Licensees of the First Step Cash Management System™ and are designed to enhance understanding of the cash flow management concept, discuss ways in which the Financial Life Planning approach and First Step complement one another, and provide guidance around introducing and using the system with clients. more» |
Part One: Thursday, July 25, 2013 10:00am-11:30am PDT / 1:00pm-2:30pm EDT
Part Two: Thursday, August 22, 2013 10:00am-11:30pm PDT / 1:00pm-2:30pm EDT
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.
The "First Step Training" Webinar Series consists of two 90-minute training webinars. There is time between the sessions to allow you to complete homework and gain hands-on experience with the First Step Cash Management System™.
This training is a benefit of the First Step Licensing Agreement and is open to all members of First Step licensed firms. We highly encourage all First Step Licensees and any members of their team who are using the software to complete the training. The "First Step Training" webinar series is facilitated by M.Q. Vice President, Amy N. Mullen.
This webinar series is open to First Step Licensees and members of their firms only. There is no fee to participate.
*** PLEASE NOTE: ATTENDANCE AT BOTH SESSIONS (PART ONE & PART TWO) IS REQUIRED AND SEPARATE REGISTRATIONS MUST BE SUBMITTED. ***
CLICK HERE TO REGISTER FOR PART ONE!
CLICK HERE TO REGISTER FOR PART TWO! |
| 09/09/13 |
"Fundamentals of Financial Life Planning" Training - Bay Area, CA |
Training |
"Fundamentals of Financial Life Planning" training provides participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. Included is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training, and valuable hands-on experience with the full suite of M.Q. materials. more» |
Event: "Fundamentals of Financial Life Planning" Training Seminar
Dates: September 9-11, 2013
Time: 8:30AM-5:00PM each day
Location: Courtyard Marriott - Pleasanton | Pleasanton, CA (Bay Area)
About the Training
The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.
Of key importance during Fundamentals training is expanding participant's understanding of the sequencing of the M.Q. tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Licensee, whose extensive experience with the tools provides invaluable insight.
Additional Information
For details, please click the links below:
"FFLP Training" Fact Sheet
Bay Area "FFLP Training" Info Packet
Pricing
10% DISCOUNT FOR ALL NORTHERN CALIFORNIA FPA CHAPTER MEMBERS! (Discount applies to: East Bay, Northern California, San Francisco, San Joaquin Valley, and Silicon Valley chapters)
EARLY BIRD REGISTRATION DEADLINE IS MONDAY, AUGUST 12, 2013!
Registration
|
| 09/12/13 |
"Empowering Change: Understanding Motivations and Guiding Financial Decision Making" Advanced Training - Bay Area, CA |
Training |
"Advanced Training" seminars are unique M.Q. Learning Opportunities are designed specifically for M.Q. Licensees who have completed our "Fundamentals of Financial Life Planning" Training and are seeking additional skills and mastery of concepts relating to a successful Financial Life Planning process. more» |
Event: "Empowering Change: Understanding Motivations and Guiding Financial Decision Making" Advanced Training Seminar
Trainers: Carol Anderson, M.S. and Amy N. Mullen
Dates: Thursday, September 12 - Friday, September 13, 2013
Time: 9:00AM-5:00PM each day
Location: Pleasanton, CA (Bay Area)
About the Training
Please Note: The advanced training session and the "Fundamentals of Financial Life Planning" (FFLP) training are separate events. You may participate in advanced training without attending the Bay Area "FFLP" training. However, the session is only open to M.Q. Licensees who have completed the "Fundamentals of Financial Life Planning" training course.
Immediately following the Bay Area "Fundamentals of Financial Life Planning" Training, we will host a powerful advanced training co-facilitated by Money Quotient Founder and President, Carol Anderson, M.S., and Vice President, Amy N. Mullen. This unique M.Q. Learning Opportunity is designed specifically for M.Q. Licensees who have completed our "Fundamentals of Financial Life Planning" Training and are seeking additional skills and mastery of concepts relating to a successful Financial Life Planning process.
In this two-day advanced training, we will take an in-depth look at the Money Quotient 5-E Model for Financial Life Planning. Each phase of this dynamic process—Explore, Engage, Envision, Enlighten, and Empower—plays an indispensable role in facilitating positive change in your clients' personal and financial lives.
To increase your understanding of how and why the 5-E Model works so well, we will first examine current research and thinking in these relevant areas of study: Principles of Adult Learning, Communication, Self-Determination Theory, Self-Efficacy, Positive Psychology, Visualization, and Decision Making. We will then apply this insight and knowledge in practical ways to increase your effectiveness as a Financial Life Planner.
In addition, this session will demonstrate how you can leverage the M.Q. tools, practice management resources, and client meeting templates to help your clients get in touch with their underlying motivations, and to use this awareness to create a decision making framework that will simplify their lives and empower them to achieve their personal and financial goals.
For additional information, CLICK HERE to download an Information Packet!
Pricing and Registration
10% DISCOUNT FOR ALL NORTHERN CALIFORNIA FPA CHAPTER MEMBERS!
Discount applies to: East Bay, Northern California, San Francisco, San Joaquin Valley, and Silicon Valley chapters
EARLY BIRD REGISTRATION DEADLINE IS MONDAY, AUGUST 12, 2013!
|
EARLY BIRD RATE
|
$800
|
|
REGULAR RATE
|
$1000
|
Rates apply to Money Quotient Licensees who HAVE previously completed a “Fundamentals of Financial Life Planning” training course.
|
| 10/16/13 |
"Fundamentals of Financial Life Planning" Training - Orlando, FL (Prior to FPA National) |
Training |
"Fundamentals of Financial Life Planning" training provides participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. Included is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training, and valuable hands-on experience with the full suite of M.Q. materials. more» |
Event: "Fundamentals of Financial Life Planning" Training Seminar
Dates: October 16-18, 2013
Time: 8:30AM-5:00PM each day
Location: Orlando, FL (Prior to FPA National)
About the Training
The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.
Of key importance during Fundamentals training is expanding participant's understanding of the sequencing of the M.Q. tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Licensee, whose extensive experience with the tools provides invaluable insight.
Additional Information
For details, please click the links below:
"FFLP Training" Fact Sheet
"FFLP Training" Info Packet
|
| 11/06/13 |
M.Q. Licensee Advisory Board Meeting |
Advisory Board Meeting |
M.Q. Licensee Advisory Board Meeting via teleconference. more» |
M.Q. Licensee Advisory Board Meeting
M.Q. Licensee Advisory Board Meeting via teleconference. The M.Q. Licensee Advisory Board members are:
Paula Hogan, CFP®, CFA
Michael Kay, CFP®
Martin Kurtz, CFP®, AIFA®
Michelle Maton, CFP®, EA, ATA
William T. Morrissey, CFP®
Jeffery Wheeler, J.D. |
| 09/25/14 |
"M.Q. Retreat 2014" |
Retreat |
Money Quotient holds a Retreat every other year 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. more» |
Event: "M.Q. Retreat 2014"
Dates: Thursday, September 25 - Friday, September 26, 2014
Location: Clearwater Resort | Suquamish, WA
About the Retreat
Money Quotient holds a Retreat every other year 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.
ADDITIONAL DETAILS COMING SOON! |
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