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!Read the newsletter
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!Read the newsletter
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!Read the newsletter
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!Read the newsletter
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.Read the newsletter
Ken Gillaspie scholarship recipients, MQ Partner Update, and more
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.”Read the newsletter