Past Events

21May
2019

Webinar

First Step In Action

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!

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14Feb
2019

Webinar

MQ In Action

Paul Cordero, CFP®, EA, founder of Attune Financial Planning will be our MQ Veteran Partner!

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22Jan
2019

Webinar

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.

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11Jan
2019

MQ Advisory Board Meeting

MQ and the MQ Advisory Board will meet to debrief from their brainstorming session at last November’s Retreat and establish the Advisory Board agenda and goals for 2019.

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