Money Quotient will be bringing their unique model of life-centered Financial Planning to HPH Solutions in Como Australia!
No seats left in this training! Please check out our next training in Portland, March 6-8, 2019.
Brad Allen, CFP®, and Jessica Kirwin, CFP® from Allison Spielman Advisors will share how they created their practical process.
At Money Quotient, we believe in the power of questions. Questions are not only at the heart of our 5-E Model of Financial Life Planning, but also the key to unlocking the potential in our personal and professional lives. Therefore, we are excited to dedicate our 2018 MQ Retreat program to exploring the many facets of asking and responding to important questions about life and money.
We’ll be hitting on all the highlights with a panel of Retreat participants.
Thom Allison talks Generosity Planning with us for the last open forum webinar of the year!
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.