Events

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22Jul
2021

Webinar

MQ Open Forum: Year Two and Beyond

You’ve gotten to know your client and are beginning to understand their goals and priorities. Now what? Be prepared to discuss how to navigate your client relationships in “YearTwo and Beyond.”

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28Jul
2021

Webinar

First Step in Action

Money Quotient welcomes Sarah Catherine Gutierrez, CFP® to discuss how she implements and utilizes the First Step Cash Management System™.

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9Sep
2021

Webinar

MQ Educational Webinar – Belief Systems

Join MQ President Amy Mullen, CFP® as she explores the influence of belief systems, and how they can either support or interfere with the development of successful and fulfilling client relationships.

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11Sep
2021

Online Course, MQU Sponsored

Towards Aware and Values-Centered Investing

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

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3Nov
2021

Gathering

2021 Celebration Dinner

The 2021 MQ Gathering will continue the 2020 MQ Retreat theme, “Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationships.”

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