We are looking forward to having Nestor Vargas, CFP®, and Neal Van Zutphen, CFP®, MS, join us to discuss common obstacles and ways to overcome them.
Learn how Motivational Interviewing can be used in facilitating conversations around the MQ Tools!
Money Quotient will be bringing their unique model of life-centered Financial Planning to JNBA Financial Advisors in Minneapolis, MN!
Michelle Maton, CFP®, from The Planning Center will be our guest for this important discussion.
We are excited to have Veteran First Step Licensee and Former MQ Advisory Board member, Johnny Roland, CFP®, EA, be our guest for what is sure to be a valuable session!
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.
Danielle Howard, CFP®, QKA® will be discussing her book “Your Financial Revolution: Time to Recognize, Revitalize & Release Your Financial Power.”
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
Jamie Bosse, CFP®, RFC, will be helping us understand how we can set our kids up for financial success for life.
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.
More details to come soon on this webinar presented by Carol Anderson!
Melinda Davis, CFP®, CRPC®, founder of Davis Wealth Advisors, will be our Veteran Partner guest for this session.!
Money Quotient will be bringing their unique model of life-centered Financial Planning to Chicory Wealth in Decatur, Georgia!
New format! The First Step in Action webinar meets our MQ Partner Open Forum webinar.
Stephen J. Hazel, CFP®, AIF®, ChFC®, RICP®, EA, founder of Magnificent Life Financial Planning will be our MQ Veteran Partner!
