Kendall King and his team at Castleview Wealth Advisors are bringing MQ to Oklahoma!
“Fundamentals of Financial Life Planning” Training – Hosted Training – Portland, Maine
Susan Veligor and her team at Cornerstone Financial Planning are bringing MQ to Maine!
“Fundamentals of True Wealth™ Planning” Hosted Training – San Francisco, CA
This is a private firm training. The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP, formerly known as “Fundamentals of Financial Life Planning”) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation […]
“Fundamentals of True Wealth™ Planning” Private Hosted Training – Brentwood, TN (#1/2)
This is a private training session for TrustCore.
“Fundamentals of True Wealth™ Planning” Private Hosted Training – Brentwood, TN (#2/2)
This is a private training session for TrustCore.
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!
Fundamentals of True Wealth™ Planning – Corning, NY
Join us for an in-person, 3-day Fundamentals of True Wealth™ Planning training event in Corning, NY! Seating is limited to 18 participants – register now to reserve your seat!
24 CE accepted by the CFP Board
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.
Issue-driven Implementation and Situational Framing
Join us for this valuable MQ Educational Webinar!
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
MQ Vice President Amy Mullen, CFP®, will be talking cash flow at the AFCPE® Symposium in Portland, OR.
Meet the Author – Kathy Longo, CFP®, CAP®, CDFA®
Kathy Longo, CFP®, CAP®, CDFA®, President and Founder of Flourish Wealth Management will be joining us to talk about her book, Flourish Financially: Values, Transitions, and Big Conversations.
Meet the Author – Maggie Kulyk, CRPC©
Maggie Kulyk, CRPC©, CEO and founder of Chicory Wealth, joins us to discuss her book, Integrating Money and Meaning:Practices for a Heart-Centered Life.
New MQ Tools for Business Owners
We are excited to unveil new MQ resources!
Unlocking the Magic of Intrinsic Motivation
MQ President, Carol Anderson will be giving a presentation for the Purposeful Planning Institute.