18Dec
December “MQ Partner Open Forum” webinar – Generosity Planning
Thom Allison talks Generosity Planning with us for the last open forum webinar of the year!
Events
22Jan
First Step Introduction
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.
30Jan
January “MQ Partner Open Forum” webinar – Put the “FFLP” Training Into Action Right Away!
If you have attended a “Fundamentals of Financial Life Planning” training and have wondered how to implement what you learned, then listen in to this webinar!
7Feb
MQ In Action
Paul Cordero, CFP®, EA, founder of Attune Financial Planning will be our MQ Veteran Partner!
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.
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.
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!
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.
7Nov
“MQ Gathering” – The Benson Hotel, Portland, OR
The 2019 “MQ Gathering” will continue the 2018 MQ Retreat theme on the power of questions.