16Jul
2019
2019
An Introduction to the “No Rules Retirement” workbook
MQ President Carol Anderson will be presenting this webinar centered around the newly revised No Rules Retirement Workbook!
Events
18Jul
2019
2019
July “MQ Partner Open Forum” webinar – Incorporating MQ into the Systems Advisors Use
Melinda Davis, CFP®, CRPC®, founder of Davis Wealth Advisors, will be our Veteran Partner guest for this session.!
7Aug
2019
2019
“Fundamentals of Financial Life Planning” Firm Training – Decatur, Georgia
Money Quotient will be bringing their unique model of life-centered Financial Planning to Chicory Wealth in Decatur, Georgia!
15Aug
2019
2019
August “First Step Open Forum” webinar – “Longevity Isn’t Just at the End”
New format! The First Step in Action webinar meets our MQ Partner Open Forum webinar for this discussion. Andrew Sivertsen, CFP® and Cicily Maton, CFP® from The Planning Center will be our guest veterans.
21Aug
2019
2019
MQ In Action
Stephen J. Hazel, CFP®, AIF®, ChFC®, RICP®, EA, founder of Magnificent Life Financial Planning will be our MQ Veteran Partner!
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.
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
This training has sold out! But all is not lost, please click the link below to get more details.
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 Castle View Advisors are bringing MQ to Oklahoma!
15Oct
2019
2019
24Oct
2019
2019
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.