January “MQ Partner Open Forum” webinar – Put the “FFLP” Training Into Action Right Away!

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else

About the Webinar

We put together a panel of recent attendees of the “Fundamentals of Financial Life Planning” training to share how they have put into action the things they learned. Mindy Davis, CFP®, CRPC®, from Davis Wealth Advisors, Jennifer Luzatto, CFP®, from Summit Financial Partners, Inc., and Leonard Barry, CFP®, and Andrew Crone both from Yahara Wealth Management, LLC will make up our panel. Amy Mullen, CFP®, will also be there to give the MQ perspective.

Are you curious about how other advisors are using the MQ materials? Ever wish you could ask another Partner about their fee structure? Want to bounce an idea off your like-minded colleagues?

Our “MQ Partner Open Forum” webinar series allows you to do all of this and more! These sessions offer an opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community. In addition, members of the MQ Team are on hand to provide feedback and offer guidance.

Each webinar begins with a brief presentation featuring a helpful tip, strategy, or resource, as well as thoughts on the topic from a fellow Partner. The remainder of the session is open for discussion on any topic, and is shaped by your interests, questions, and experiences.