Purposeful Planning from a G2 Perspective
October 15 @ 12:00 pm - 1:00 pm EDT
Guest Speaker: Amy Mullen, CFP®, Vice President, Money Quotient
Host: Carol Anderson, Founder & President, Money Quotient and PPI Dean of Financial Life Planning
In this webinar, Carol Anderson will interview her own daughter, Amy Mullen—Vice President of Money Quotient. For nearly two decades they have shared the challenges and rewards of developing and teaching a research-based model for engaging individuals in a process for understanding and achieving True Wealth. Amy will be invited to share her perspective on this journey, her most valuable experiences, and her vision for the future of Money Quotient.
In addition, she will offer insights to others who work in social enterprise and/or multi-generation organizations. Amy will also share her G2 perspective on the role of “purposeful planning,” and the importance of developing and executing a successful and mutually satisfying succession strategy.
Introduction to Our Guest Speakers
Amy Mullen, CFP® is Vice President of Money Quotient. In this role, she frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients’ financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. She also focuses much of her time conducting trainings and providing individualized coaching and consulting to financial planning practitioners.
Amy is a CERTIFIED FINANCIAL PLANNER™ and completed an Interdisciplinary Studies Degree with a concentration in “Financial Motivation & Change” at Marylhurst University. Amy is a member of the Financial Therapy Association and Financial Planning Association. She has served on the board of the FPA of Puget Sound chapter and as a Task Force member for the 2015 National FPA Retreat. Outside of the office, Amy enjoys getting out doors, photography, live music, and cooking.