Money Quotient
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Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to our underlying philosophy, an individual’s “real” financial well-being (MQ) is comprised of two essential components: emotional intelligence (EQ) and financial knowledge (IQ). Therefore, rather than using net worth as a snapshot of financial sta
04/14/2026
What’s coming up at Money Quotient?
Here’s your quick-glance guide to upcoming webinars, trainings, and workshops designed to bring more meaning and humanity to financial planning.
Whether you’re new to MQ or deep in the work already, there’s something here for you.
www.MoneyQuotient.com/Events
Open to all: advisors, planners, coaches, and changemakers.
04/08/2026
Clients procrastinate on estate planning for reasons that have nothing to do with legal complexity.
And when advisors focus only on the technical side, the burden often falls on heirs — who are left to navigate unclear intentions during an already difficult time.
Amy N. Mullen, CFP®, is presenting on the emotional obstacles that derail estate planning and how a values-based process changes the outcome.
📅 April 23, 2026 | 11:00 AM PDT
🔗 https://www.moneyquotient.com/events/webinar/2026-04-emotional-side-of-estate-planning/
Click here to claim your Sponsored Listing.
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Portland, OR
97211
