Putting Money in the Context of Life.
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Events
9 upcoming eventsSee All
- "M.Q. Tool Review: Personal In...
Via Webinar
Monday, November 30 at 11:00am - "M.Q. Semi-Annual Licensee Upd...
Via Teleconference
Tuesday, December 1 at 12:00pm - "Turning Stress into an Asset:...
Via Webinar
Thursday, December 3 at 11:00am - "M.Q. Tool Review: Visualize Y...
Via Webinar
Tuesday, December 8 at 11:00am - "First Step Training" Webinar ...
Via Webinar
Thursday, December 10 at 10:00am - "Marketing Financial Services ...
Via Webinar
Thursday, December 10 at 12:00pm - "First Step Training" Webinar ...
Via Webinar
Thursday, January 7 at 10:00am - "Fundamentals of Financial Lif...
Clearwater Resort
Wednesday, February 24 at 8:00am - "Fundamentals of Financial Lif...
Clearwater Resort
Wednesday, May 5 at 8:00am
Marty Higgins Having used the Financial Life Planning conversation and tools in our practice has created better client relationships and more meaningful planning.
Money Quotient Dates for the first two "Fundamentals of Financial Life Planning" Training sessions for 2010 have been announced! The winter session will be held February 24, 25, and 26. The spring session will take place May 5, 6, and 7. Both sessions will be held at the Clearwater Resort on the beautiful Kitsap Peninsula in Washingt...on State. To learn more, follow the link to download the information packet for the February session.
www.moneyquotient.org
Money Quotient
The purpose of the 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 conducted by M.Q. President, Carol Anderson, M.S., and Vice President and Director of Licens...ee Services, Amy Mullen, is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.
Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the M.Q. tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Licensee, whose extensive experience with the tools provides invaluable insight.
This event is open to M.Q. Licensees and non-Licensees.
The cost for Licensees to attend is $1,200.
The cost for non-Licensees to attend is $1,500.
The cost for alumni to attend is $600.
Non-Licensees who license M.Q. materials within 30 days of attending the training will have the fee difference of $300 applied toward their licensing fees.
To download an information packet and registration form, please click the following link:
http://www.moneyquotient.org/download.ph
Time:8:00AM Wednesday, May 5th
Location:Clearwater Resort
Money Quotient
The purpose of the 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 conducted by M.Q. President, Carol Anderson, M.S., and Vice President and Director of Licens...ee Services, Amy Mullen, is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.
Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the M.Q. tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Licensee, whose extensive experience with the tools provides invaluable insight.
This event is open to M.Q. Licensees and non-Licensees.
The cost for Licensees to attend is $1,200.
The cost for non-Licensees to attend is $1,500.
The cost for alumni to attend is $600.
Non-Licensees who license M.Q. materials within 30 days of attending the training will have the fee difference of $300 applied toward their licensing fees.
To download an information packet and registration form, please click the following link:
http://www.moneyquotient.org/download.ph
Time:8:00AM Wednesday, February 24th
Location:Clearwater Resort
Money Quotient is conducting day number two of our 3-day "Fundamentals of Financial Life Planning" Training for North Star Resource Group in Minneapolis. VERY SUCCESSFUL training so far!!
Money Quotient
Thursday, December 10th and Thursday, January 7th
The First Step Training Webinar Series provides instruction and training to Licensees of the First Step Cash Management System™. Each First Step Training Webinar Series will consist of two 90-minute training webinars. Within each series, here will be a month between the ...sessions to allow participants time to complete homework and gain hands-on experience with the First Step Cash Management System™.
This webinar is open to First Step Licensees only.
To register, please e-mail: katrina@moneyquotient.org
Time:10:00AM Thursday, January 7th
Location:Via Webinar
Money Quotient
Thursday, December 10th and Thursday, January 7th
The First Step Training Webinar Series provides instruction and training to Licensees of the First Step Cash Management System™. Each First Step Training Webinar Series will consist of two 90-minute training webinars. Within each series, here will be a month between the ...sessions to allow participants time to complete homework and gain hands-on experience with the First Step Cash Management System™.
This webinar is open to First Step Licensees only.
To register, please e-mail: katrina@moneyquotient.org
Time:10:00AM Thursday, December 10th
Location:Via Webinar
Money Quotient A new "Food for Thought" article on the M.Q. Blog today shares the advice of three authors of different books on ways, through relationships, that we can contribute to our own personal growth and happiness. Take a looksie on the M.Q. Blog!
blog.moneyquotient.org
The M.Q. Blog is the blog for Money Quotient, a non-profit 501(c)(3) organization focused on education and research, and dedicated to developing the highest quality Financial Life Planning® tools and training.
Money Quotient
The workplace is a prime location to educate employees about financial matters and market financial services. Individuals in the workplace are concerned about making good choices with both present and future money. Workers are frequently faced with decisions about employer provided benefits, yet many lack the financial... knowledge needed to make the best decisions.
By combining financial information with benefit-related discussions, financial professionals can provide valuable information and support while simultaneously increasing their presence in the community.
This webinar, presented by Sally Hass, M.Ed., will provide new insights on the topic of workplace financial education. Sally is a nationally recognized authority on life and retirement planning, and the design and delivery of workplace life planning and financial education programs.
During this 60-minute webinar, you will:
* Explore the business case for marketing financial services in the workplace
* Receive tips for “getting your foot in the door” to market financial services in the workplace
* Review do’s and don’ts for a workplace financial education presentation
This webinar is open to M.Q. Licensees and non-Licensees.
The fee for Licensees is $15.00. The fee for non-Licensees is $20.00.
To participate in this event, please click the link below to download a registration form:
http://www.moneyquotient.org/download.ph
Time:12:00PM Thursday, December 10th
Location:Via Webinar
Money Quotient
Keep abreast of new developments at M.Q. and plans for the future. Money Quotient President and CEO, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, will announce what is hot off the press and discuss new offerings available to the M.Q. Community.
This teleconference will also pro...vide the opportunity to learn about planned upgrades to the M.Q. website, new onsite training options, and upcoming Learning Opportunities. In addition, hear about plans for 2010, ask questions, and share your ideas.
This teleconference is open to M.Q. Licensees only.
There is no fee for this teleconference.
To register, please e-mail: katrina@moneyquotient.org.
Time:12:00PM Tuesday, December 1st
Location:Via Teleconference
Money Quotient New today on the M.Q. Blog - "Presenter Profile" takes an in-depth look at Norm Boone, MBA, CFP®, and Linda Lubitz Boone, CFP®, presenters for the upcoming "Managing Client Expectations Using Investment Policy Statements" webinar. Read the article now on the M.Q. Blog!
blog.moneyquotient.org
The M.Q. Blog is the blog for Money Quotient, a non-profit 501(c)(3) organization focused on education and research, and dedicated to developing the highest quality Financial Life Planning® tools and training.
Money Quotient
In this ongoing webinar series, each session focuses on a specific tool in the M.Q. suite of materials. In this webinar the "Visualize Your Future" tool is featured. M.Q. President, Carol Anderson, M.S., will provide an overview of the theoretical foundation, purpose, and design. In addition, she will recommend where t...o integrate the tool into your client meeting process and explain how the tool can be used to facilitate meaningful conversations based on client responses. Carol will also provide helpful tips and techniques. Participants will be invited to share their experiences with the "Visualize Your Future" tool.
This webinar is open to M.Q. Licensees only.
There is no fee to participate in this webinar.
To register, please e-mail: katrina@moneyquotient.org. Please specify the event you are registering for in your e-mail.
Time:11:00AM Tuesday, December 8th
Location:Via Webinar
Money Quotient
In turbulent markets, financial advisors are in a unique position of stress. You are not only faced with the drain of daily meetings with anxious clients, but you are also dealing with constant reminders of the market's impact on your own financial well-being. While stress is a hard-wired, fear-based reaction to a perc...eived threat, skilled advisors can turn stress into an asset.
In this webinar presentation, behavior change and high-performance specialist, Kristin Wehner Keffeler, MSM, will explore the “Four Steps to Choosing Fearlessness,” allowing advisors to not only differentiate themselves in a rapidly shifting market, but to seize the opportunity to build client trust by role modeling possibility.
As a result of attending this webinar, you will:
► Learn to recognize stress bio-cues in yourself and your clients
► Explore ways to re-focus your energy more productively
► Discover how to decrease the impact of stress reactivity on the decision-making and planning processes
This webinar is open to M.Q. Licensees and non-Licensees. The cost for Licensees to attend is $50.00. The cost for non-Licensees to attend is $75.00.
To download a registration form, please click the link below:
http://www.moneyquotient.org/download.ph
Time:11:00AM Thursday, December 3rd
Location:Via Webinar
Steve Swicegood No snow, wind or a little head cold could keep this from being a G-R-E-A-T training session! And the "Taste of Naz" was an added bonus! Good work guys!
