Past Events

4Mar
2021

Webinar

MQ In Action

Money Quotient welcomes Veteran MQ Partners Jennifer Luzzatto and Mike Sigmon to share how they are implementing and utilizing the Money Quotient materials.

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9Feb
2021

Webinar

MQ Open Forum: The Explore Stage

How do you establish early relationships with prospective clients? Join us as we take a deep dive in to the True Wealth™ Process, starting with the Explore Stage.

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27Jan
2021

Webinar

MQ Open Forum: Annual Update Meetings

Looking to add more structure, value, or engagement to your annual update meetings with clients? Hear about the MQ perspective and talk with your peers in the MQ Community about how they prepare for these important discussions.

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18Jan
2021

Online Course, MQU Sponsored

Towards Aware and Values-Centered Investing

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

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15Dec
2020

Webinar

MQ Partner Open Forum: 20/20 Vision

Join us for this very interactive MQ Open Forum webinar as we discuss what went right, what went wrong, the lessons we learned, the habits we let go of, and the changes we’ve embraced over the past 12 months.

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22Oct
2020

Webinar

How Financial Therapy Can Aid in Your Financial Planning Practice

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.

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