This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
MQ Retreat – Meet and Greet
Meet the other MQ Retreat Attendees and enjoy a cocktail and some hors d’oeuvres!
2022 MQ Retreat – October 25-27
Nurturing Resilient & Rewarding Client Relationships in a Rapidly Changing Environment
2024 MQ Gathering
Save the Date!! We will see you in Brentwood, TN (just 10 miles from downtown Nashville). Additional information coming soon!
MQ Retreat – November 5-6, 2020
2020 MQ Retreat: Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationships
MQ Retreat – November 7 & 8
About MQ Retreat The Power of Questions: Unlocking the Possibilities for Personal and Professional Growth A world of questions is a world of possibility. Questions open our minds, connect us to each other, and shake outmoded paradigms. —Marilee Adams In Change Your Questions, Change Your Life, author Marilee Adams describes her vision […]
November “MQ Partner Open Forum” webinar – Relive the MQ Retreat!
We’ll be hitting on all the highlights with a panel of Retreat participants.
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.
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.
Second Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
Second Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
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.
Third Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
Third Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
What Their Stories Reveal: Getting To The Heart Of What Matters Most To Your Clients
Susan Turnbull, Founder and Principal, at Personal Legacy Advisors, LLC, shares her insights on this important topic.
Working with Couples: How New Research in Financial Therapy Can Inform Your Practice
Megan Ford, M.S., LMFT shares new research in Financial Therapy, conducted in the University of Georigia’s ASPIRE Clinic, and how it can be applied to a financial planning practice.