"Introduction to Money Quotient" Webinar

Time: 10am - 11am PDT/1pm - 2pm EDT

Date: Thursday July 27, 2016

Facilitated by Amy N. Mullen & Kelly Wilkerson

This webinar will provide an overview of Money Quotient, our philosophy, and the MQ 5-E Model of Financial Life Planning - a multidisciplinary, research-based approach to delivering financial planning services to individuals and families. Each phase of this dynamic process - Explore, Engage, Envision, Enlighten, and Empower - plays an indispensable role in facilitating positive change in clients' personal and financial lives. An introduction to the academic theories and research that have shaped the 5-E model will also be included in this webinar, as well as peek into how advisors implement the tools and resources into their client meetings.

In addition, information about how to become part of the MQ Community and what you can expect will be discussed including:

The mission of Money Quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.

We believe this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

To this end, we conduct innovative research; provide the highest quality tools and training, and nurture a community of like-minded professionals who truly want to affect positive change in the lives of those they serve.


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