Holistic Life Planning: More Important Than Ever!
Guest Expert: George Kinder, The Kinder Institute
Date:
Webinar Replay Description
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
Comments
A few comments from listeners:
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.
07.18.2023 - Life Planning
Attendees Comments:
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.