MQ and the MQ Advisory Board will meet to debrief from their brainstorming session at last November’s Retreat and establish the Advisory Board agenda and goals for 2019.
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session.
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.
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.
BREAKING NEWS: Special MQ Update on New Developments to Begin in 2022
We’re excited to share with you some of the latest developments from Money Quotient that will change the MQ Partner experience in 2022.
First Step In Action – Kim Rosenberg, CFP®
Money Quotient welcomes Kim Rosenberg, CFP®, to discuss how she implements and uses the First Step Cash Management System™.
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.
MQ In Action
Money Quotient welcomes Veteran MQ Partners Jennifer Luzzatto and Mike Sigmon to share how they are implementing and utilizing the Money Quotient materials.
MQ In Action
Paul Cordero, CFP®, EA, founder of Attune Financial Planning will be our MQ Veteran Partner!
MQ In Action
Stephen J. Hazel, CFP®, AIF®, ChFC®, RICP®, EA, founder of Magnificent Life Financial Planning will be our MQ Veteran Partner!
MQ In Action – Christopher Castles, ACS
Money Quotient welcomes Veteran MQ Partner Christopher Castles, ACS to share how he and his firm are implementing and utilizing the Money Quotient materials.
MQ In Action – Peggy Kessinger and Tim Kober of Cedar Financial Advisors
Money Quotient welcomes Veteran MQ Partners Peggy Kessinger and Tim Kober to share how they are implementing and utilizing the Money Quotient materials.
MQ In Action with Lexi Olian, CFP®
We are excited to have one of our recent additions to our Advisory Board, Lexi Olian, CFP® with us for this webinar!
MQ In Action: James Hindes | Integrating Money Quotient into the XYPN Tech Stack
Money Quotient welcomes MQ Veteran James Hindes, who will share how he utilizes Money Quotient in his practice, and how he integrates the True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
MQ In Action: Michael Goldman, M.A., CFP®
Money Quotient welcomes Veteran MQ Partner Michael Goldman, M.A., CFP® to share how he and his firm are implementing and utilizing the Money Quotient materials.
MQ Open Forum: Continuity Planning
For an advisor, having a succession plan in place can provide a clear path for both clients and the colleagues who will continue their work together beyond the advisor’s retirement. However, one could argue that it is even more important to establish a continuity plan, in case an advisor’s death or medical event should occur suddenly and without warning. Join MQ Partner Fritz Brauner for a discussion of this very important topic!