17Dec
2019
2019
December “First Step Open Forum” webinar – Working with Couples
We are excited to focus this session on managing cashflow with couples.
Events
3Dec
2019
2019
“Fundamentals of Financial Life Planning” Training – December 3-5, 2019
One more opportunity to learn about the 5-E process at our “Fundamentals of Financial Life Planning” training this year!
19Nov
2019
2019
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
MQ Vice President Amy Mullen, CFP®, will be talking cash flow at the AFCPE® Symposium in Portland, OR.
13Nov
2019
2019
November “MQ Partner Open Forum” webinar – Relive the MQ Gathering!
We will be hitting all of the highlights from the MQ Gathering!
9Nov
2019
2019
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session.
7Nov
2019
2019
Celebration Dinner
Continue the day’s conversations with other MQ Retreat attendees over cocktails and dinner.
7Nov
2019
2019
“MQ Gathering” – The Benson Hotel, Portland, OR – November 7-8, 2019
The 2019 “MQ Gathering” will continue the 2018 MQ Retreat theme on the power of questions.
6Nov
2019
2019
“MQ Gathering” – Meet and Greet
Meet the other MQ Gathering attendees and enjoy a cocktail and some hors d’oeuvres!
29Oct
2019
2019
Meet the Author – Kathy Longo, CFP®, CAP®, CDFA®
Kathy Longo, CFP®, CAP®, CDFA®, President and Founder of Flourish Wealth Management will be joining us to talk about her book, Flourish Financially: Values, Transitions, and Big Conversations.
24Oct
2019
2019
October “MQ Partner Open Forum” webinar – “If I Knew Then What I Know Now: MQ Veterans Reflect on Their Journey”
A panel of veteran members of our community will be sharing things they have learned along their MQ journey!
16Oct
2019
2019
“Fundamentals of Financial Life Planning” Training – Hosted Training – Portland, Maine
Susan Veligor and her team at Cornerstone Financial Planning are bringing MQ to Maine!
7Oct
2019
2019
“Fundamentals of Financial Life Planning” Training – Hosted Training – Oklahoma City, Oklahoma
Kendall King and his team at Castleview Wealth Advisors are bringing MQ to Oklahoma!
24Sep
2019
2019
Issue-driven Implementation and Situational Framing
Join us for this valuable MQ Educational Webinar!
18Sep
2019
2019
“Fundamentals of Financial Life Planning” Training – September 18-20, 2019
The purpose of the “Fundamentals of Financial Life Planning” training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In […]
13Sep
2019
2019
Third Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
10Sep
2019
2019
Unlocking the Magic of Intrinsic Motivation
MQ President, Carol Anderson will be giving a presentation for the Purposeful Planning Institute.