5Sep
2019
2019
September “MQ Partner Open Forum” webinar – The Challenges of Being a Solo Practitioner
Amy will be joined by a panel of solo practitioners to discuss the ups and downs of going it alone.
Events
9Sep
2019
2019
Towards Aware and Values-Centered Investing
Please see the next page for the newest information!
13Sep
2019
2019
Third Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
18Sep
2019
2019
“Fundamentals of Financial Life Planning” Training – September 18-20, 2019
A couple seats just opened up for this training. Reserve your seat now!
24Sep
2019
2019
Issue-driven Implementation and Situational Framing
Join us for this valuable MQ Educational Webinar!
7Oct
2019
2019
“Fundamentals of Financial Life Planning” Training – Hosted Training – Oklahoma City, Oklahoma
Kendall King and his team at Castleview Wealth Advisors are bringing MQ to Oklahoma!
15Oct
2019
2019
Meet the Author – Kathy Longo, CFP®, CAP®, CDFA®
Kathy Longo, CFP®, CAP®, CDFA®, President and Founder of Flourish Wealth Management will be joining us to talk about her book, Flourish Financially: Values, Transitions, and Big Conversations.
16Oct
2019
2019
“Fundamentals of Financial Life Planning” Training – Hosted Training – Portland, Maine
Susan Veligor and her team at Cornerstone Financial Planning are bringing MQ to Maine!
24Oct
2019
2019
October “MQ Partner Open Forum” webinar
A panel of veteran members of our community will be sharing things they have learned along their MQ journey!
6Nov
2019
2019
“MQ Gathering” – Meet and Greet
Meet the other MQ Gathering Attendees and enjoy a cocktail and some hors d’oeuvres!
7Nov
2019
2019
“MQ Gathering” – The Benson Hotel, Portland, OR – November 7-8, 2019
The 2019 “MQ Gathering” will continue the 2018 MQ Retreat theme on the power of questions.
7Nov
2019
2019
Celebration Dinner
Continue the day’s conversations with other MQ Retreat attendees over cocktails and dinner.
9Nov
2019
2019
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session.
13Nov
2019
2019
November “MQ Partner Open Forum” webinar – Relive the MQ Gathering!
We will be hitting all of the highlights from the MQ Gathering!
3Dec
2019
2019
“Fundamentals of Financial Life Planning” Training – December 3-5, 2019
One more opportunity to learn about the 5-E process at our “Fundamentals of Financial Life Planning” training this year!
10Dec
2019
2019
December “First Step Open Forum” webinar – Working with Couples
We are excited to focus this session on managing cashflow with couples.