24Sep
2024
Webinar
The first year of a client relationship keeps a financial advisor busy learning about the client’s motivations and goals, but the challenges continue in year two … and beyond! Join us as we discuss how to conduct more productive annual meetings with a stronger focus on financial planning, the importance of revisiting qualitative topic areas on a regular basis, and how to create sequences to MQ Tools and Resources to allow for deeper exploration into specific planning topic areas.
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2Oct
2024
Training
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
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10Oct
2024
Intro to MQ
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
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12Oct
2024
Online Course
This course is an MQ Research & Education™ hosted event.
MQU welcomes guest instructor Derek Hagen, CFA, CFP®, CFT-I™, FBS®, CIPM as he leads students through an eight-week course.
12.0 CFP CE pending acceptance by the CFP Board.
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28Oct
2024
MQ Retreat
Save the Date!! We will see you in Brentwood, TN (just 10 miles from downtown Nashville). The theme of this year’s MQ Gathering is A Multi-disciplinary Exploration of the Complexities of Retirement.
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14Nov
2024
Intro to MQ
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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19Nov
2024
Webinar
During this session, we will recap some of the highlights and discussions of this year’s MQ Gathering titled, “A Multidisciplinary Exploration of the Complexities of Retirement.” Three MQ Partners who attended the conference will share their experiences and discuss some of the main takeaways from their favorite sessions!
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