18Jul
“Introduction To MQ” Webinar
MQ Vice President Amy Mullen, CFP®, will give an overview of what Money Quotient is all about and how it can fit into your practice.
Events
26Jul
July “MQ Partner Open Forum” webinar
Think outside the process with us! We will be discussing creative ways to use the MQ tools and resources.
10Aug
Third Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
15Aug
MQ In Action
We are excited to have Ingrid Strauss, CFP®, from Cordis Financial join us as our guest MQ Veteran Partner.
23Aug
August “MQ Partner Open Forum” webinar
Russell Kroeger, CFP®, will be our guest veteran to share how he has used the MQ tools in the prospecting process.
6Sep
MQ Educational Webinar
MQ Vice President, Amy Mullen, CFP®, will be giving this presentation designed specifically for our MQ Community.
25Sep
September “MQ Partner Open Forum” webinar
William Pitney, CFP®, and MQ Vice President Amy Mullen, CFP®, will help us to understand how to introduce the MQ tools to existing clients.
10Oct
“Fundamentals of Financial Life Planning” Training – October 10-12
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.
24Oct
6Nov
MQ Retreat – Meet and Greet
Meet the other MQ Retreat Attendees and enjoy a cocktail and some hors d’oeuvres!
7Nov
MQ Retreat – November 7 & 8
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.
7Nov
Celebration Dinner
Continue the day’s conversations with other MQ Retreat attendees over cocktails and dinner.
9Nov
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session.
15Nov
5Dec
AFCPE® Educational Webinar
Rebecca Wiggins, Executive Director at the Association for Financial Counseling and Planning Education®, will be helping us to understand what they do and how their work aligns with what we do in the Money Quotient community.
12Dec