MQ President, Amy Mullen, CFP® was thrilled to attract over 150 attendees to her pre-conference workshop at a new conference called SHIFT hosted by Advisor2X in March of this year! Amy’s talk garnered much enthusiasm, underscoring SHIFT attendees’ aptitude for holistic financial planning. Everyone who joined had the opportunity to join a drawing for a seat in an upcoming Fundamentals of True Wealth training and Tina Dewitt, CFP®, ChFC® was our wonderful recipient!
We’re always delighted to engage with financial professionals who recognize that clients’ values and goals extend beyond their financial assets. The event marked a fantastic start to this conference season, and we’re eagerly anticipating connecting with you all at future conferences. As we continue to champion holistic financial life planning, be on the lookout for new faces joining our wonderful MQ community!