25Apr
2019
2019
Introduction to Motivational Interviewing
Learn how Motivational Interviewing can be used in facilitating conversations around the MQ Tools!
Events
17Apr
2019
2019
April “MQ Partner Open Forum” webinar – Overcoming Challenges Planners Face at Every Stage in Their Careers
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.
13Mar
2019
2019
March “MQ Partner Open Forum” webinar – Helping Staff to Understand and Embrace the FLP Approach
We’re revisiting this popular topic with HPH Solutions in Australia.
11Mar
2019
2019
Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself
Please see the next page for the newest information!
6Mar
2019
2019
“Fundamentals of Financial Life Planning” Training – March 6-8, 2019
This training is full and registration is closed. Please check out our June and September dates!
19Feb
2019
2019
February “MQ Partner Open Forum” webinar – Serving the Underserved: Practical Ways to Make it Work in Your Practice
We are excited to explore ideas to bring Financial Life Planning to everyone!
15Feb
2019
2019
First Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
14Feb
2019
2019
MQ In Action
Paul Cordero, CFP®, EA, founder of Attune Financial Planning will be our MQ Veteran Partner!
30Jan
2019
2019
January “MQ Partner Open Forum” webinar – Put the “FFLP” Training Into Action Right Away!
If you have attended a “Fundamentals of Financial Life Planning” training and have wondered how to implement what you learned, then listen in to this webinar!
22Jan
2019
2019
First Step Introduction
This webinar session, presented by MQ Vice President, Amy Mullen, will provide details on the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
11Jan
2019
2019
MQ Advisory Board Meeting
MQ and the MQ Advisory Board will meet to debrief from their brainstorming session at last November’s Retreat and establish the Advisory Board agenda and goals for 2019.
18Dec
2018
2018
December “MQ Partner Open Forum” webinar – Generosity Planning
Thom Allison talks Generosity Planning with us for the last open forum webinar of the year!
12Dec
2018
2018
“Fundamentals of Financial Life Planning” Firm Training – Cincinnati, Ohio
Money Quotient will be bringing their unique model of life-centered Financial Planning to the Truepoint Wealth Counsel, LLC in Cincinnati, Ohio!
5Dec
2018
2018
AFCPE® Educational Webinar
Rebecca Wiggins, Executive Director at the Association for Financial Counseling and Planning Education®, will be helping us to understand what they do and how their work aligns with what we do in the Money Quotient community.
13Nov
2018
2018
November “MQ Partner Open Forum” webinar – Relive the MQ Retreat!
We’ll be hitting on all the highlights with a panel of Retreat participants.
9Nov
2018
2018
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session followed by dinner.