Webinar Registration

How to Begin a Life Planning Conversation
Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, July, 28 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
George
George Kinder
Founder Kinder Institute of Life Planning

What You'll Learn

Great financial advice starts with and is built on a foundation of great listening. Learn from George Kinder, the Father of Life Planning, how to develop authentic and trustworthy relationships with your clients. Joined by Registered Life Planner® Brad Tafoya, CPA, CFP®, George will…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.