Please join us in congratulating the newest graduates of Fundamentals of True Wealth™ Planning!
Over the course of this immersive training, participants dove deep into the principles of life-centered financial planning, explored the role of empathy and intention in client conversations, and practiced new skills to help clients define and pursue their own unique version of True Wealth.
We’re inspired by the energy, curiosity, and depth each of you brought to this experience. Your commitment to learning how to guide clients more meaningfully is exactly what our profession needs.
Congratulations to:
- Miranda Black, CFP®
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Bob Cowsert, CRPC®, CMFC
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Ally Ecklund, CPA, CPWA®, CFP®
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Ellen Johnson
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Jay Kready, CFP®
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Logan Kready, CFP®
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Creston Maxey, CFP®
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Venkat Subramanian, CFP®
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Ben Writer, CFP®
- Mark Zeigler, AFC
Thank you for showing up fully and being part of this journey. We can’t wait to see how you bring these tools to life in your client work!
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Our Next Fundamentals Training is Happening in Carlsbad, CA!
This in-person training will take place December 10–12, 2025, in the San Diego area, and early bird pricing ends November 14th.
If you’ve been waiting for an opportunity to dive into the MQ process (or revisit it in a whole new season of your practice), this is it!
First-timers: This 3-day training is your introduction to life-centered financial planning using the full suite of MQ tools. You’ll gain 24 CFP CE credits, 12 IAR CE credits, and 18 AFC CEUs.
Returning grads: Already completed Fundamentals? You’re welcome to attend again at a special returning participant rate — a great way to refresh your skills and see the materials with new eyes.
Limited seats available. If you haven’t yet had your Getting Acquainted meeting, we recommend scheduling soon to save your spot!
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