24Oct
2019
2019
October “MQ Partner Open Forum” webinar – “If I Knew Then What I Know Now: MQ Veterans Reflect on Their Journey”
A panel of veteran members of our community will be sharing things they have learned along their MQ journey!
Events
24Sep
2019
2019
Issue-driven Implementation and Situational Framing
Join us for this valuable MQ Educational Webinar!
10Sep
2019
2019
Unlocking the Magic of Intrinsic Motivation
MQ President, Carol Anderson will be giving a presentation for the Purposeful Planning Institute.
5Sep
2019
2019
September “MQ Partner Open Forum” Webinar – Meeting the Challenges of Being a Solo Practitioner
Amy will be joined by a panel of solo practitioners to discuss the ups and downs of going it alone.
21Aug
2019
2019
MQ In Action
Stephen J. Hazel, CFP®, AIF®, ChFC®, RICP®, EA, founder of Magnificent Life Financial Planning will be our MQ Veteran Partner!
15Aug
2019
2019
August “First Step Open Forum” webinar – “Longevity Isn’t Just at the End”
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.
18Jul
2019
2019
July “MQ Partner Open Forum” webinar – Incorporating MQ into the Systems Advisors Use
Melinda Davis, CFP®, CRPC®, founder of Davis Wealth Advisors, will be our Veteran Partner guest for this session.!
16Jul
2019
2019
An Introduction to the “No Rules Retirement” workbook
MQ President Carol Anderson will be presenting this webinar centered around the newly revised No Rules Retirement Workbook!
11Jul
2019
2019
“Introduction To MQ” 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.
26Jun
2019
2019
18Jun
2019
2019
June “MQ Partner Open Forum” webinar – Teaching Kids Financial Lessons & Values
Jamie Bosse, CFP®, RFC, will be helping us understand how we can set our kids up for financial success for life.
13Jun
2019
2019
Meet The Author – Danielle Howard, CFP®, QKA®
Danielle Howard, CFP®, QKA® will be discussing her book “Your Financial Revolution: Time to Recognize, Revitalize & Release Your Financial Power.”
21May
2019
2019
First Step In Action
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!
15May
2019
2019
May “MQ Partner Open Forum” webinar – Effective Time Management in Client Meetings
Michelle Maton, CFP®, from The Planning Center will be our guest for this important discussion.
25Apr
2019
2019
Introduction to Motivational Interviewing
Learn how Motivational Interviewing can be used in facilitating conversations around the MQ Tools!
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.