July “MQ Partner Open Forum” webinar
This webinar is open to EVERYONE!
- FREE to MQ Partners
- $25.00 fee for everyone else
Our July Open Forum be a discussion on new ways to use the MQ Tools and resources. We are excited to have a panel of guests join us to share the unique ways they are using Money Quotient. Lexi Olian, CFP®, with The Humphreys Group in San Francisco, Jason Mirabella, AIF®, with SurePath Wealth Management in Austin Texas, and Emilie Goldman, CFP®, with Tamarind Financial Planning also in San Francisco will make up our panel. Don’t miss this exciting discussion!
About the Webinar
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.