Date:  December 11, 2018

Time: Noon ET (60 Minutes)

Guest Speaker:  Carol Anderson, MS, Founder of Money Quotient & PPI Dean of Financial Life Planning

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

In 2001, Carol founded Money Quotient® (MQ®) to provide financial planners and other professionals with the tools and training they need to assist their clients in developing a more successful and satisfying relationship with money.

As a non-profit 501(c)(3) organization focused on education and research, MQ is dedicated to exploring and promoting a life-centered perspective to building client relationships and delivering financial guidance that is aligned with the unique set of values, priorities, and circumstances of the individuals and families being served.

In this session, Carol will describe the personal and professional journey that laid the foundation for her life’s work, her multidisciplinary perspective, current areas of focus, and goals for the future.

Introduction to Our Guest Speaker

Carol Anderson, President, Money Quotient

Carol Anderson is the founder and President of Money Quotient.  She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services.  Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging.

As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association.  When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

Not a Member? Request Guest Access

Not a Member? Request Guest Access

Teleconferences & Webinars

Tuesday, December 4th
Noon ET (60 Minutes)
Coherent Philanthropy for Families and Businesses
Bruce DeBoskey, JD, Philanthropic Strategist at The DeBoskey Group, PPI Dean of Philanthropy

Tuesday, December 11th
Noon ET (60 Minutes)
Putting Money in the Context of Life
Carol Anderson, Founder & President, Money Quotient & PPI Dean of Financial Life Planning

Tuesday, December 18th
Noon ET (60 Minutes)
THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation
Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant

Tuesday, December 25th
Noon ET (60 Minutes)
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