Events & Courses

Event Information:

  • Sun
    17
    Nov
    2019
    Fri
    22
    Nov
    2019

    EVOKE Life Planning 5-Day Training

    Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.
    https://www.kinderinstitute.com/events/

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