6Mar
2018
2018
MQ In Action with Jeremy Levinn, CFP®
Jeremy Levinn, CFP®, from Financial Life Focus will be sharing his experience with implementing MQ into his practice.
Events
28Feb
2018
2018
February “Fundamentals of Financial Life Planning” Training – Portland, OR
This training provides participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning.
22Feb
2018
2018
February MQ Partner Open Forum
Our guest MQ Veteran will be Kim Rosenberg from Rosenbaum Financial.
9Feb
2018
2018
First Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
7Feb
2018
2018
“MS In Advanced Financial Planning – Life Planning Concentration” presented by Dr. Dave Yeske, CFP®
Are you considering an advanced education in Financial Life Planning? Learn how Golden Gate University can help you reach this goal!
1Feb
2018
2018
First Step In Action with Alecia Modahl, JD, LLM, CFP®
Our veteran First Step licensee, Alecia Modahl, JD, LLM, CFP®, will share her experience with implementing the First Step Cash Management™ system into her practice.
31Jan
2018
2018
January 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.
9Jan
2018
2018
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.
4Dec
2017
2017
MQ Partner Open Forum – Integrating MQ Into Your CRM System
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
21Nov
2017
2017
MQ Book Study – “The Happiness Hypothesis”
Please join our new Book Study group for the Money Quotient community! Veteran MQ Partner, Thom Allison, CFP®, will be leading the discussion of “The Happiness Hypothesis” by Jonathan Haidt.
21Nov
2017
2017
MQ Partner Open Forum – Review of The Gathering
We will be reviewing the highlights from our 2017 MQ Gathering. So if you missed it, here is a great opportunity to be a part of the conversation about transitions.
8Nov
2017
2017
Meet The Author – Kathleen Burns Kingsbury
Listen in as Kathleen Burns Kingsbury discusses her new book, “Breaking Money Silence: Help Clients Shatter Money Taboos and Talk More Openly About Finances.” Open to everyone!
4Nov
2017
2017
MQ Advisory Board Meeting – The Benson Hotel, Portland OR
This meeting will be a day long brain storming and planning session with the Advisory Board.
2Nov
2017
2017
Celebration Dinner – Coopers Hall, Portland OR
Join us for food, fun, and fellowship after a full day at the MQ Gathering!
2Nov
2017
2017
“MQ Gathering” – The Benson Hotel, Portland, OR
The “MQ Gathering” allows MQ Community members to connect and share their knowledge and wisdom on non-Retreat years.
11Oct
2017
2017
MQ Partner Open Forum – Shaping The Path
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.