In this “MQ in Action” webinar, we will hear from Veteran Licensee and newest MQ Advisory Board member, Alecia Modahl, JD, LLM, CFP®, owner of ALM Financial Solutions in Redmond, Washington. She will discuss how she started using the MQ tools, share some of her learning curve insights, and provide an overview of her current customized client engagement model.
“First Step Training Series” Webinar Part 1
This webinar series is for First Step Licensees only and is designed to increase their effectiveness with using a unique cash flow concept with their clients.
“MQ Licensee Open Forum” Webinar
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
“First Step Training Series” Webinar Part 2
This webinar series is for First Step Licensees only and is designed to increase their effectiveness with using a unique cash flow concept with their clients.
“Fundamentals of Financial Life Planning” Training – June 20 – 22
This training has been SOLD OUT! Join us for our October session!
“Fundamentals of Financial Life Planning” Training – June 5-7, 2019
This session is full! Please see scroll down to get the details of our next available training, September 18-20, 2019.
“Fundamentals of Financial Life Planning” Training – March 6-8, 2019
This training is full and registration is closed. Please check out our June and September dates!
“Fundamentals of Financial Life Planning” Training – October 10-12
No seats left in this training! Please check out our next training in Portland, March 6-8, 2019.
“Fundamentals of Financial Life Planning” Training – Portland, OR
This training provides participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning.
“Fundamentals of Financial Life Planning” Training – December 3-5, 2019
One more opportunity to learn about the 5-E process at our “Fundamentals of Financial Life Planning” training this year!
“Fundamentals of Financial Life Planning” Training – September 18-20, 2019
The purpose of the “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 and the academic theories that have shaped the development of our tools and training. In […]
“Fundamentals of True Wealth™ Planning” Training – February 26-28, 2020
Our first “Fundamentals of True Wealth™ Planning” training in 2020!
(REGISTRATION CLOSED) Fundamentals of True Wealth™ Planning – Virtual Training Course
Online registration for this course has closed. Please contact us directly if you would like to register.
CANCELED – “Fundamentals of True Wealth™ Planning” Training – June 10-12, 2020
UPDATE: This training session has been canceled
EQ Skills Workshop: Developing Communication Strategies to Enhance Client Engagement
A fully engaged client is more likely to commit to the financial planning process and implement recommended financial strategies. In this three-day virtual workshop, MQ Partners will explore best practices in communication to engage the client’s heart and mind throughout the discovery process.
Fundamentals of True Wealth™ Planning – Virtual Training Course
Registration for this training has closed. Join us on September 9, 2021 for our next virtual seminar!