6Jul
2018
2018
Second Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
Events
27Jun
2018
2018
June MQ Partner Open Forum
Aaron Lieberman, CFP®, founder of Marathon Wealth Management, Inc. will be our guest MQ Veteran Partner.
20Jun
2018
2018
“Fundamentals of Financial Life Planning” Training – June 20 – 22
This training has been SOLD OUT! Join us for our October session!
12Jun
2018
2018
7Jun
2018
2018
Meet The Author – Bob Mauterstock
MQ Community member, Bob Mauterstock, will be joining us to discuss his newest book, Caring For Your Elderly Parents: Timely Tips For Baby Boomers.
6Jun
2018
2018
Facilitating Positive Change in Your Clients’ Financial Lives
This four session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
29May
2018
2018
22May
2018
2018
May MQ Partner Open Forum
Get three guest veteran MQ Partners for the price of one! We will have a panel discussion on this month’s open forum webinar.
8May
2018
2018
“Fundamentals of Financial Life Planning” Firm Training – Granger, IN
Money Quotient will be bringing their unique model of life-centered Financial Planning to the Korhorn Financial Group, Inc, in Granger, Indiana!
3May
2018
2018
First Step In Action
Veteran First Step licensee, Sarah Catherine Gutierrez, will share her experience with implementing the First Step Cash Management™ system into her practice.
23Apr
2018
2018
19Apr
2018
2018
April MQ Partner Open Forum
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
3Apr
2018
2018
Application Of Principles Of Adult Education In Financial Planning
MQ Vice President, Amy Mullen, CFP®, will be giving this presentation on Adult Education designed specifically for our MQ Community.
28Mar
2018
2018
Bay Area “Fundamentals of Financial Life Planning” Training
MQ is on the move! We will be conducting a training in the Bay area.
27Mar
2018
2018
March MQ Partner Open Forum
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
7Mar
2018
2018
FPA of S.W. Washington and Oregon Mid Winter Conference
MQ Vice President, Amy Mullen, will be attending this conference.