Discover more about MQ’s “MQ’s True Wealth™ Planning Experience”, learn about Amy’s travels and social media presence, The Humphreys Group earns B-Corp recognition, and much more in the latest MQ Newsletter!
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Ken Gillaspie Scholarship, MQU, MQ Partner Kudos, and More!
The 2023 Ken Gillaspie Legacy Fund scholarship application is now available, MQU’s latest course launches, MQ Partner Laura Stansell is recognized by Forbes, MQ Partner Rick Kahler publishes a new book, and much more!
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New MQ Newsletter Format & Home Page, MQU begins 4/29, February FTWP Grads, Staff Update, and More!
Our newsletter format has changed, as has the MQ homepage. Also, join us in welcoming a new Fundamentals graduating class and wishing two former MQ Staff members the best in their future endeavors. And more!
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MQ Retreat, Final FTWP of 2022, the Importance of Follow-Up Questions, and More!
Excitement is building as we draw nearer to the 2022 MQ Retreat, to be held in-person in Portland, OR from October 25-27. We hope you share our enthusiasm after watching these two short videos!
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MQU Course begins in September, Inquiry Category Introductions, and more!
Money Quotient University’s 10-week, 5-session course, Towards Aware and Values-Centered Investing, will begin on September 10. This course is designed for financial professionals ready to engage in out-of-the-box thinking regarding options for clients who want to a) know their investments are doing no harm; and/or b) actively engage in making the world a better place via their investments.
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Ken Gillaspie scholarship recipients, MQ Partner Update, and more
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MQ Retreat speaker spotlight, early bird training rates window closing, and more! Plus, our fall MQU course on values-aligned investing and welcome new MQ Partners
Deanna is an Associate Professor of Personal Financial Planning and Director of a CFP Board-Registered Program at the University of Missouri. At this year’s MQ Retreat, she will share her presentation, “Financial Planning Conversations in Challenging and Changing Times.”
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June’s FTWP graduates, Integrating MQ into the XYPN Tech Stack, and more! Plus, how self-efficacy can support behavior change, and an MQ Partner makes 40/40.
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.
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Life Transitions Workbooks, the MQ Forum, exciting news in the MQ Community, and more!
Money Quotient’s Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients’ needs.
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MQ NEWS: 2022 Retreat Featured Speakers, Carol Anderson in the News, and more! Plus, May anniversaries, narrative therapy, and thanks to the MQ Board
Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come.
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