5Jun
2019
2019
“Fundamentals of Financial Life Planning” Training – June 5-7, 2019
This session is full! Please see scroll down to get the details of our next available training, September 18-20, 2019.
Events
13Jun
2019
2019
Meet The Author – Danielle Howard, CFP®, QKA®
Danielle Howard, CFP®, QKA® will be discussing her book “Your Financial Revolution: Time to Recognize, Revitalize & Release Your Financial Power.”
14Jun
2019
2019
Second Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
18Jun
2019
2019
June “MQ Partner Open Forum” webinar – Teaching Kids Financial Lessons & Values
Jamie Bosse, CFP®, RFC, will be helping us understand how we can set our kids up for financial success for life.
26Jun
2019
2019
11Jul
2019
2019
“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.
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!
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
New format! The First Step in Action webinar meets our MQ Partner Open Forum webinar.
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
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 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.
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.