October “MQ Partner Open Forum” webinar – Creating Your Practical Process

This webinar is open to EVERYONE!

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

About the Webinar

You may recognize this topic from a webinar we did last year with the team at Oswego Wealth Management. “Creating Your Practical Practice” was such a popular topic that we are bringing it back! This time we will be joined by Jessica Kirwin, CFP®, and Brad Allen, CFP®, from Allison Spielman Advisors. They will be sharing how they put their process together and how they have continued to refine it to best fit their clients’ needs. MQ Vice President Amy Mullen will be sharing the MQ tips and strategies as well.

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.