15Aug
2019
Webinar
New format! The First Step in Action webinar meets our MQ Partner Open Forum webinar for this discussion. Andrew Sivertsen, CFP® and Cicily Maton, CFP® from The Planning Center will be our guest veterans.
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7Aug
2019
Training
Money Quotient will be bringing their unique model of life-centered Financial Planning to Chicory Wealth in Decatur, Georgia!
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18Jul
2019
Webinar
Melinda Davis, CFP®, CRPC®, founder of Davis Wealth Advisors, will be our Veteran Partner guest for this session.!
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16Jul
2019
Webinar
MQ President Carol Anderson will be presenting this webinar centered around the newly revised No Rules Retirement Workbook!
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12Jul
2019
Virtual Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
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11Jul
2019
Webinar
MQ Vice President Amy Mullen, CFP®, will give an overview of what Money Quotient is all about and how it can fit into your practice.
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26Jun
2019
18Jun
2019
Webinar
Jamie Bosse, CFP®, RFC, will be helping us understand how we can set our kids up for financial success for life.
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13Jun
2019
Webinar
Danielle Howard, CFP®, QKA® will be discussing her book “Your Financial Revolution: Time to Recognize, Revitalize & Release Your Financial Power.”
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5Jun
2019
Training
This session is full! Please see scroll down to get the details of our next available training, September 18-20, 2019.
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21May
2019
Webinar
We are excited to have Veteran First Step Licensee and Former MQ Advisory Board member, Johnny Roland, CFP®, EA, be our guest for what is sure to be a valuable session!
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15May
2019
Webinar
Michelle Maton, CFP®, from The Planning Center will be our guest for this important discussion.
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1May
2019
Training
Money Quotient will be bringing their unique model of life-centered Financial Planning to JNBA Financial Advisors in Minneapolis, MN!
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25Apr
2019
Webinar
Learn how Motivational Interviewing can be used in facilitating conversations around the MQ Tools!
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17Apr
2019
Webinar
We are looking forward to having Nestor Vargas, CFP®, and Neal Van Zutphen, CFP®, MS, join us to discuss common obstacles and ways to overcome them.
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13Mar
2019
Webinar
We’re revisiting this popular topic with HPH Solutions in Australia.
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