Newsletters

An upcoming Money Quotient ‘EQ Skills Workshop’ to be aware of, a perspective challenging FPA article, celebrating our MQ Partner anniversaries, Dr. Erika Rasure on the Real Money, Real Experts podcast, and much more!

The upcoming XYPN Conference to be aware of, a new MQRE webinar with David Yeske, CFP® and Elissa Buie, CFP®, an awesome episode of the Standard Deviations Podcast, MQ Community members starting a Vlog, and much more!

MQ welcomes new members to the MQ Community, MQ Tool Guides have been revamped, a new MQ Team member (and a departure) and much more!

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!

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!

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!

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!

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.

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.”