M.Q. Community at FPA NorCal Conference

Money Quotient is excited to announce that a number of folks from the M.Q. Community will be presenting at the upcoming FPA NorCal Conference in San Francisco, California. The NorCal Conference is a well-respected annual two day gathering of the top financial planning professionals from the Bay Area and across the nation. The conference attracts more . . . → Read More: M.Q. Community at FPA NorCal Conference

“Build Knowledge, Create Community”—January 28th Puget Sound FPA Chapter Symposium

Greetings and Happy New Year!!

As many of you know, I have been serving as Director of Education on the FPA Puget Sound Chapter Board of Directors for the last year. It has been quite an enjoyable learning experience for me to get a “behind the scenes” look and experience with all that dedicated FPA volunteers do . . . → Read More: “Build Knowledge, Create Community”—January 28th Puget Sound FPA Chapter Symposium

“Event Announcement: Carol Anderson and Amy Mullen to Speak at FPA of Puget Sound Symposium”

Money Quotient President, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, will be speaking at the FPA of Puget Sound Symposium in Seattle, Washington on January 29th.

About the Event:

This year’s symposium is titled “Critical Times, Critical Conversations,” and will explore critical times and engage in critical conversations around the financial planning . . . → Read More: “Event Announcement: Carol Anderson and Amy Mullen to Speak at FPA of Puget Sound Symposium”

“Event Announcement: Amy Mullen and Eric Kies to Speak at FPA NexGen 2009″

Money Quotient Vice President and Director of Licensee Services, Amy Mullen, and M.Q. Licensee Eric Kies, MBA, CFP®, AIFA®, will be speaking at the FPA NexGen 2009 Conference in Anaheim, California this October.

About the Event:

The 2009 NexGen Conference will be held Friday, October 9th and Saturday, October 10th, preceding the 2009 FPA Conference. This . . . → Read More: “Event Announcement: Amy Mullen and Eric Kies to Speak at FPA NexGen 2009″

Event Announcement: Carol Anderson and Colin “Ben” Coombs to Speak at Mid-Oregon FPA Chapter Meeting

Money Quotient President and CEO, Carol Anderson, M.S., and long-time friend, collaborator, and M.Q. Content/Industry Expert Advisory Board Member, Colin “Ben” Coombs, CFP®, CLU, will be speaking at the Financial Planning Association (FPA) of Mid-Oregon Quarterly Chapter Meeting this September in Eugene, Oregon.

About the Event:

The FPA of Mid-Oregon Quarterly Chapter Meeting will be held Tuesday, . . . → Read More: Event Announcement: Carol Anderson and Colin “Ben” Coombs to Speak at Mid-Oregon FPA Chapter Meeting

“Event Announcement: Carol Anderson and Colin “Ben” Coombs to Speak at FPA Annual Conference”

Money Quotient President and CEO, Carol Anderson, M.S., and long-time friend, collaborator, and M.Q. Content/Industry Expert Advisory Board Member, Colin “Ben” Coombs, CFP®, CLU, will be presenting at the 2009 Financial Planning Association (FPA) Annual Conference this October in Anaheim, California.

About the Event:

The FPA Annual Conference will be held October 10th through the 13th. Carol . . . → Read More: “Event Announcement: Carol Anderson and Colin “Ben” Coombs to Speak at FPA Annual Conference”

“Event Announcement: Amy Mullen Helping to Organize Summer NexGen Gathering”

Money Quotient Vice President and Director of Licensee Services, Amy Mullen, is working with the NexGen Task Force to help organize the Summer 2009 NexGen Gathering. The event will take place in Moline, Illinois from July 31st through August 2nd at the Stoney Creek Inn, Quad Cities. The gathering is being hosted by Eric . . . → Read More: “Event Announcement: Amy Mullen Helping to Organize Summer NexGen Gathering”