14Feb
MQ In Action
Paul Cordero, CFP®, EA, founder of Attune Financial Planning will be our MQ Veteran Partner!
Events
15Feb
First Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
19Feb
February “MQ Partner Open Forum” webinar – Serving the Underserved: Practical Ways to Make it Work in Your Practice
We are excited to explore ideas to bring Financial Life Planning to everyone!
6Mar
“Fundamentals of Financial Life Planning” Training – March 6-8, 2019
This training will be taking place in Portland Oregon and will provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning.
11Mar
Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself
Please see the next page for the newest information!
13Mar
March “MQ Partner Open Forum” webinar – Helping Staff to Understand and Embrace the FLP Approach
We’re revisiting this popular topic with HPH Solutions in Australia.
17Apr
April “MQ Partner Open Forum” webinar – Overcoming Challenges Planners Face at Every Stage in Their Careers
We are looking forward to having Nestor Vargas, CFP®, and Neal Van Zutphen, CFP®, MS, join us to discuss common obstacles and ways to overcome them.
25Apr
Introduction to Motivational Interviewing
Learn how Motivational Interviewing can be used in facilitating conversations around the MQ Tools!
1May
“Fundamentals of Financial Life Planning” Firm Training – Minneapolis, MN
Money Quotient will be bringing their unique model of life-centered Financial Planning to JNBA Financial Advisors in Minneapolis, MN!
15May
May “MQ Partner Open Forum” webinar – Effective Time Management in Client Meetings
Michelle Maton, CFP®, from The Planning Center will be our guest for this important discussion.
21May
First Step In Action
We are excited to have Veteran First Step Licensee and Former MQ Advisory Board member, Johnny Roland, CFP®, EA, be our guest for what is sure to be a valuable session!
5Jun
“Fundamentals of Financial Life Planning” Training – June 5-7, 2019
This training will be taking place in Portland Oregon and will provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning.
13Jun
Meet The Author – Danielle Howard, CFP®, QKA®
Danielle Howard, CFP®, QKA® will be discussing her book “Your Financial Revolution: Time to Recognize, Revitalize & Release Your Financial Power.”
14Jun
Second Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
18Jun
June “MQ Partner Open Forum” webinar – Teaching Kids Financial Lessons & Values
Jamie Bosse, CFP®, RFC, will be helping us understand how we can set our kids up for financial success for life.
26Jun