2020
SOLD OUT – Fundamentals of True Wealth™ Planning – Virtual Training Course
Please join us 11/30-12/04 for our next virtual training!
Please join us 11/30-12/04 for our next virtual training!
UPDATE: This training session has been canceled
This is a private training session for TrustCore.
This is a private training session for TrustCore.
Our first “Fundamentals of True Wealth™ Planning” training in 2020!
This is a private firm training. The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP, formerly known as “Fundamentals of Financial Life Planning”) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation […]
One more opportunity to learn about the 5-E process at our “Fundamentals of Financial Life Planning” training this year!
Susan Veligor and her team at Cornerstone Financial Planning are bringing MQ to Maine!
Kendall King and his team at Castleview Wealth Advisors are bringing MQ to Oklahoma!
The purpose of the “Fundamentals of Financial Life Planning” training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In […]
Money Quotient will be bringing their unique model of life-centered Financial Planning to Chicory Wealth in Decatur, Georgia!
This session is full! Please see scroll down to get the details of our next available training, September 18-20, 2019.
Money Quotient will be bringing their unique model of life-centered Financial Planning to JNBA Financial Advisors in Minneapolis, MN!
This training is full and registration is closed. Please check out our June and September dates!
Money Quotient will be bringing their unique model of life-centered Financial Planning to the Truepoint Wealth Counsel, LLC in Cincinnati, Ohio!
No seats left in this training! Please check out our next training in Portland, March 6-8, 2019.