Congratulations, Graduates!

June Fundamentals of True Wealth™ Planning Virtual Training

Our second “MQ Fundamentals of True Wealth™ Planning” virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient’s unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience.

We would also like to thank MQ Facilitators Johnny Roland, CFP®, and James Hindes, who went above and beyond to ensure a successful training experience.

Sound like fun? Want to join us? Early-bird pricing for both September trainings (one in-person and one virtual) ends soon. Secure your spot today!