Holistic Life Planning:
More Important Than Ever!
More Important Than Ever!
Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs -
Tuesday, July, 18 • ET • 75 minutes

George Kinder
Life Planning Pioneer The Kinder Institute

Cristina Livadary, CFP and Registered Life Planner
CEO & Co-Founder Mana Financial Life Design
What You'll Learn
Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives. Hear from the father of the Life Planning movement in financial advice George Kinder and…