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!
Events
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.
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!
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.
24Oct
2018
2018
October “MQ Partner Open Forum” webinar – Creating Your Practical Process
Brad Allen, CFP®, and Jessica Kirwin, CFP® from Allison Spielman Advisors will share how they created their practical process.
18Oct
2018
2018
A Dialogical Approach to Building Relationships
We are looking forward to learning about how to check our biases and engage in meaningful dialogue with special guest Andrew Greenia.
12Sep
2018
2018
September “MQ Partner Open Forum” webinar
William Pitney, CFP®, and MQ Vice President Amy Mullen, CFP®, will help us to understand how to introduce the MQ tools to existing clients.
6Sep
2018
2018
Overcoming Obstacles: Creating a Clear Path to Successfully Implementing Your MQ 5-E Client Process
MQ Vice President, Amy Mullen, CFP®, will be giving this presentation designed specifically for our MQ Community.
23Aug
2018
2018
August “MQ Partner Open Forum” webinar
Russell Kroeger, CFP®, will be our guest veteran to share how he has used the MQ tools in the prospecting process.
15Aug
2018
2018
MQ In Action
We are excited to have Ingrid Strauss, CFP®, from Cordis Financial join us as our guest MQ Veteran Partner.
26Jul
2018
2018
July “MQ Partner Open Forum” webinar
Think outside the process with us! We will be discussing creative ways to use the MQ tools and resources.
18Jul
2018
2018
“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.
27Jun
2018
2018
June MQ Partner Open Forum
Aaron Lieberman, CFP®, founder of Marathon Wealth Management, Inc. will be our guest MQ Veteran Partner.