Events

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22Oct
2020

Webinar

How Financial Therapy Can Aid in Your Financial Planning Practice

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.

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22Sep
2020

Webinar

MQ In Action

Join us as we welcome veteran MQ Partner Lev Mandel to discuss how Money Quotient materials can be used to provide value to and solidify client relationships.

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25Aug
2020

Webinar

In Conversation: Marco Vangelisti

Marco Vangelisti is an impact investor and member of the Slow Money Northern California leadership team. Marco has also instructed an MQU course entitled, “Towards Aware and Values-Based Investing.” Join us for a conversation/interview regarding his remarkable work, hosted by MQ President Amy Mullen!

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4Aug
2020

Webinar

Mindfulness

“Mindfulness” is the ability to be fully present in the moment without being overwhelmed. When we are mindful, we are aware of where we are, what we’re doing, and how it may affect others. Join MQ Veterans Tanya Steinhofer, CFA, CFP® and Mark Dale Mazur, RLP® to learn how to put mindfulness to work for you!

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21Jul
2020

Webinar

Resilience

In this webinar, Maggie Kulyk, CPRC®, Chartered SRI Counselor™ and members of the Chicory Wealth team will discuss resilience, both for your firm and for your clients.

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9Jul
2020

Webinar

2020 Introduction To MQ

MQ Vice President Amy Mullen, CFP® will share an overview of Money Quotient and how MQ’s services can fit into your practice!

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Event Types