Where We’ve Been:
- Brenna Baucum, CFP®, MQ’s Director of Education and Communication, was a recent guest on the Women’s Retirement Radio podcast, discussing how MQ helps advisors and their clients.
- In December, MQ President Amy Mullen, CFP®, and MQ Partner Lexi Olian, CFP®, joined FPA San Francisco on a panel discussion around the Application of Psychology in Financial Planning.
Where We’ll Be:
- March 9 – Spring Financial Forum (Portland, OR)
- March 14 – Retirement & Longevity Summit (San Diego, CA)
- April 25-28 – FPA Retreat (Lost Pines, TX)
Details on other speaking events are forthcoming. Please keep an eye on our event calendar for more details!
Are you interested in inviting Money Quotient to speak at an upcoming event? We are available for speaking engagements on various topics, many of which qualify for CE! Please email us for more info.