Hear from the father of the Life Planning movement in financial advice George Kinder and a Registered Life Planner® professional Cristina Livadary, CFP®, as they described how Life Planning delivers an exhilarating and meaningful experience for the client. They discussed Life Planning’s five-phase EVOKE® process and its roots in mindfulness, deep listening, and communication skills to uncover clients’ dreams of freedom, and then deliver them. The webinar then opened to an audience Q&A.
07.18.2023 - Life Planning
Holistic Life Planning: More Important Than Ever!
Presented by George Kinder, The Kinder Institute