Kendall King and his team at Castleview Wealth Advisors are bringing MQ to Oklahoma!
Susan Veligor and her team at Cornerstone Financial Planning are bringing MQ to Maine!
This is a private firm training. The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP, formerly known as “Fundamentals of Financial Life Planning”) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation […]
MQ President Carol Anderson will be presenting this webinar centered around the newly revised No Rules Retirement Workbook!
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
Join us for this valuable MQ Educational Webinar!
MQ Vice President Amy Mullen, CFP®, will be talking cash flow at the AFCPE® Symposium in Portland, OR.
Kathy Longo, CFP®, CAP®, CDFA®, President and Founder of Flourish Wealth Management will be joining us to talk about her book, Flourish Financially: Values, Transitions, and Big Conversations.
Maggie Kulyk, CRPC©, CEO and founder of Chicory Wealth, joins us to discuss her book, Integrating Money and Meaning:Practices for a Heart-Centered Life.
We are excited to unveil new MQ resources!