Event: "Fundamentals of Financial Life Planning" Training

Dates: Wednesday, February 22nd - Friday, February 24th

Location: Clearwater Resort - Suquamish, WA

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 Licensee 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 the M.Q. Fundamentals training is expanding the participants’ understanding of how to implement the M.Q. tools and processes into their client meeting schedules. Always in attendance is an M.Q. Veteran Licensee, who will share from his/her personal experience and discuss related practice management issues.

For additional information about "Fundamentals of Financial Life Planning" Training, please click on one or both of the links below:

"FFLP Training" Fact Sheet

February 2012 "FFLP Training" Info Packet

PLEASE NOTE:

Attending the full session each day is required for completion of the training course and to earn the full CEUs available. Please be aware, on average it takes approximately 1.5 hours to travel from the Resort to SeaTac Airport. Please plan accordingly when booking travel arrangements.

CANCELLATION POLICY:

If you cancel ON OR BEFORE JANUARY 25, 2012, you will receive a FULL REFUND, minus a $100.00 processing fee.

If you cancel BETWEEN JANUARY 26, 2012—FEBRUARY 8, 2012, you will receive a 50% REFUND, minus a $100.00 processing fee.

NO REFUND will be provided for cancellation after FEBRUARY 8, 2012.

NO REFUND will be provided to individuals who are registered but do not attend the training course (ie: "No Shows").

10% DISCOUNT FOR FPA OF OREGON/SW WA & FPA OF PUGET SOUND!

*NON-LICENSEE RATE—Applies to individuals who are NOT Money Quotient Licensees. Those who choose to license within 30 days of attending the training course will receive a credit of $300.00 toward licensing fees.

**M.Q. LICENSEE RATE—Applies to Money Quotient Licensees who have NOT previously attended a Fundamentals of Financial Life Planning Training course.

***M.Q. ALUMNI RATE—Applies to Money Quotient Licensees who HAVE previously attended a Fundamentals of Financial Life Planning Training course.

All rates listed are per person.