26Sep
“Fundamentals of Financial Life Planning” Firm Training – Como Australia
Money Quotient will be bringing their unique model of life-centered Financial Planning to HPH Solutions in Como Australia!
Events
10Oct
“Fundamentals of Financial Life Planning” Training – October 10-12
No seats left in this training! Please check out our next training in Portland, March 6-8, 2019.
18Oct
A Dialogical Approach to Building Relationships
We are looking forward to learning about how to check our biases and engage in meaningful dialogue with special guest Andrew Greenia.
24Oct
October “MQ Partner Open Forum” webinar – Creating Your Practical Process
Brad Allen, CFP®, and Jessica Kirwin, CFP® from Allison Spielman Advisors will share how they created their practical process.
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.
13Nov
November “MQ Partner Open Forum” webinar – Relive the MQ Retreat!
We’ll be hitting on all the highlights with a panel of Retreat participants.
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.
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!
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.