Danielle Harrison, MBA, CFP®, CFT-I™
Founder and President, Harrison Financial Planning
Josh St. Laurent, CFP®
Founder and Financial Life Planner at Wealth In Yourself
As part of their award, each will attend one of our MQ Fundamentals of True Wealth™ Planning training courses in September.We look forward to learning more about and meeting Lamont, Danielle, and Josh in the coming weeks. Congratulations!
Earlier this month, MQ President Amy Mullen shared exciting developments in our Annual MQ Partner Update.
Highlights of the webinar include a review of new MQ Practice Management Resources, a demonstration of upcoming changes to our Materials Directory, and information about “Reset & Renew Roundtables” during MQ Partners’ respective anniversary months.
This webinar contains a significant amount of important information, and MQ Partners are strongly encouraged to watch the recording, which is available in the “MQ Updates and Events” section of our Education Archive.
MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for the virtual training beginning on September 28 is still open.
MQU Presents: “Values-Based Investing” with Marco Vangelisti and Johnny Roland
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
