Are you considering an advanced education in Financial Life Planning? Learn how Golden Gate University can help you reach this goal!
A Dialogical Approach to Building Relationships
We are looking forward to learning about how to check our biases and engage in meaningful dialogue with special guest Andrew Greenia.
AFCPE® Educational Webinar
Rebecca Wiggins, Executive Director at the Association for Financial Counseling and Planning Education®, will be helping us to understand what they do and how their work aligns with what we do in the Money Quotient community.
Application Of Principles Of Adult Education In Financial Planning
MQ Vice President, Amy Mullen, CFP®, will be giving this presentation on Adult Education designed specifically for our MQ Community.
April “MQ Partner Open Forum” webinar – Overcoming Challenges Planners Face at Every Stage in Their Careers
We are looking forward to having Nestor Vargas, CFP®, and Neal Van Zutphen, CFP®, MS, join us to discuss common obstacles and ways to overcome them.
April MQ Partner Open Forum
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
August “MQ Partner Open Forum” webinar
Russell Kroeger, CFP®, will be our guest veteran to share how he has used the MQ tools in the prospecting process.
Bay Area “Fundamentals of Financial Life Planning” Training
MQ is on the move! We will be conducting a training in the Bay area.
Celebration Dinner
Continue the day’s conversations with other MQ Retreat attendees over cocktails and dinner.
Celebration Dinner
Continue the day’s conversations with other MQ Retreat attendees over cocktails and dinner.
Celebration Dinner – Coopers Hall, Portland OR
Join us for food, fun, and fellowship after a full day at the MQ Gathering!
December “MQ Partner Open Forum” webinar – Generosity Planning
Thom Allison talks Generosity Planning with us for the last open forum webinar of the year!
Facilitating Positive Change in Your Clients’ Financial Lives
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Facilitating Positive Change in Your Clients’ Financial Lives
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Facilitating Positive Change in Your Clients’ Financial Lives
This four session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
February “MQ Partner Open Forum” webinar – Serving the Underserved: Practical Ways to Make it Work in Your Practice
We are excited to explore ideas to bring Financial Life Planning to everyone!