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!
MQ In Action
We are excited to have Ingrid Strauss, CFP®, from Cordis Financial join us as our guest MQ Veteran Partner.
MQ In Action with Jeremy Levinn, CFP®
Jeremy Levinn, CFP®, from Financial Life Focus will be sharing his experience with implementing MQ into his practice.
MQU Alumni “Office Hour” Session with Marco Vangelisti
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Tuesday, August 22, 2023 at 3:00pm PT / 6:00 pm ET.
SOLD OUT! Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself
Registration for this course is now closed.
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Towards Aware and Values-Centered Investing
This course is an MQ Research & Education™ hosted event.
This course is designed to help financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values. 13.5 CFP CE accepted by the CFP Board.
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Towards Aware and Values-Centered Investing
Please see the next page for the newest information!
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
13.5 CFP CE accepted by the CFP Board!!
Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself
Please see the next page for the newest information!
MQ Partner Open Forum – Integrating MQ Into Your CRM System
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
MQ Partner Open Forum – Review of The Gathering
We will be reviewing the highlights from our 2017 MQ Gathering. So if you missed it, here is a great opportunity to be a part of the conversation about transitions.