24Oct
2019
2019
October “MQ Partner Open Forum” webinar – “If I Knew Then What I Know Now: MQ Veterans Reflect on Their Journey”
A panel of veteran members of our community will be sharing things they have learned along their MQ journey!
Events
29Oct
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.
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!
19Nov
2019
2019
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
MQ Vice President Amy Mullen, CFP®, will be talking cash flow at the AFCPE® Symposium in Portland, OR.
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!
17Dec
2019
2019
December “First Step Open Forum” webinar – Working with Couples
We are excited to focus this session on managing cashflow with couples.
7Jan
2020
2020
30Jan
2020
2020
Introduction to the First Step Cash Management System™
This webinar session, presented by MQ 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.
5Feb
2020
2020
18Feb
2020
2020
26Feb
2020
2020
“Fundamentals of Financial Life Planning” Training – February 26-28, 2020
Our first “Fundamentals of Financial Life Planning” training in 2020!
17Mar
2020
2020