Kinder Institute of Life Planning - EVOKE Financial Life Planning Process EVOKE Financial Life Planning Process
Free Webinars on financial Life Planning

Workshops and Events

Select the training or event you are interested in

Seven Stages of Money Maturity® Workshop:
A New Model for Understanding and Developing Client Relationships
Learn more about the workshop >>
This Training provides 14 CEU's for CFP®'s

  • The early bird discount may not be combined with any other discount or package price.
  • Room expenses are not included in the tuition. Please see event info if you need to make hotel reservations.
UNITED STATES Trainings
Dates Location Cost
March 16-17
 Boston, MA
Event Information
 $995 Winter Special – Limited Availability!
$1295 Standard Tuition
Register
INTERNATIONAL Trainings
Dates Location Cost
May 6-7 London, UK
 Register
September 2-3 Manchester, UK
 arrowRegister
*Please note: Your credit card company may charge you a small fee for foreign currency translation.

Advanced EVOKE® Life Planning Training:
Applying the EVOKE® Methodology to Client Engagements
Learn more about this training >>
This Training provides 28 CEU's for CFP®'s

  • Room and board expenses are not included in the tuition, but are pre-arranged by Kinder Institute.
UNITED STATES Trainings
Dates Location Cost
March 21-26, 2010 Beverly, MA USA
Event Information
Wylie Conference Center		 $4350
Early Discount #1:
$250 off if register on website 2 months prior to training
Early Discount #2:
$100 off if register on website 1 month prior to training
Limited spaces available
Register
June 6-11, 2010 Beverly, MA USA
arrowEvent Information
arrowWylie Conference Center		 $4350
Early Discount #1:
$250 off if register on website 2 months prior to training
Early Discount #2:
$100 off if register on website 1 month prior to training
Limited spaces available
arrowRegister
INTERNATIONAL Trainings
Dates Location Cost
May 9-14, 2010 arrowEvent Information
arrowGaunts House		 £2,795
Early Discount #1:
£150 off if register on website 2 months prior to training
Early Discount #2:
£60 off if register on website 1 month prior to training
Register
*Please note: Your credit card company may charge you a small fee for foreign currency translation.

The Kinder Intensive Registered Life Planner® Mentorship
This 6 month mentorship is the third and final step to becoming a Registered Life Planner®
Learn more about the RLP® mentorship >>
This Training provides 41 CEU's for CFP®'s

Description Cost
A six month biweekly case study seminar open to graduates of the Kinder Institute’s 5-day Life Planning Advanced Training. Learn more >>
 $4350
Register

Life Planning Mastery:
Business Coaching, Practice Management and Advanced EVOKE®
Learn more about this training >>
This Training provides 30 CEU's for CFP®'s

  • Room and board expenses are not included in the tuition. Meals during the workshop will be provided.
The Life Planning Mastery program meets quarterly. Participants can join in at any time for 4 consecutive sessions. The program includes a ½ hour of personal business coaching by telephone between each session. Annual pricing is for four consecutive sessions. For more information please click here >>> or call Eva Brodzik at (913) 232-7506
UNITED STATES Trainings
Dates Location Annual Cost

March 11 - Inner Listening Day
March 12, 2010 - regular session

June 4th, 2010

 Boston, MA
Event information		 $4950 (Early bird discount to $2950 for the next 6 participants)
For more information call Eva Brodzik at (913) 232-7506

>>Register
INTERNATIONAL Trainings
Dates Location Annual Cost
April 28 - Inner Listening Day
April 29
 Amsterdam
Event information		 £3,000/€3,500 (Early bird discount to £1,795/€2,095 for the next 6 registrants)
>>Register

Other Events

Dates Event & Location
Recurring FREE Webinar - Eva Brodzik
What is Life Planning, Anyway? An Introduction to Life Planning

Ever wonder what Life Planning really is or how it could benefit your firm? Got 35 minutes to find out? Join Eva Brodzik, Director of Business Development for the Kinder Institute of Life Planning, and find out why advisers who are doing financial Life Planning are raving about it. There will be a live Q & A after the webinar.
FREE Webinar - Roger Wellington & George Kinder
The Large Firm Life Planning Webinar
Large, multi-office firms face special challenges in changing their product-focused cultures and integrating a more client-centered approach.  This webinar will focus on why financial Life Planning is the key to coping with a new era of fiduciary responsibilities and client service. >>Register
March 11, 2010 Inner Listening Day
For more information email roger.wellington@kinderinstitute.com
Calls take place
on the
2nd Tuesday
of every month
  • July 14th
  • August 11th
  • September 8
  • October 13
  • November 10

 

Recordings of past
Town Hall Meetings

 "Town Hall" style Teleconference on Life Planning – FREE
2PM EST (GMT -05:00, New York)
>>Tune in and join advisors from all over the world in a discussion of the real-world art of financial Life Planning. It doesn't matter if you're new to the concept or an old hand. Share your questions, your client experiences, and your insights as we support and build a vibrant Life Planning community. Hosted by a leader or two from Kinder Institute. No need to RSVP, simply join us by calling in. >> Teleconference information

Teleconference call information:
Access code 643344#* USA (712) 432-1600

* Australia: There is no number for Australia at this time. Please call one of the other numbers to join the call. You may also listen to a recording of the call which will be posted here once the call is over.
* Austria: 0820 4000 1552
* Belgium: 070 35 9974
* France: 0826 100 256
* Germany: 01805 00 76 09
* Ireland: 0818 270 021
* Italy: 848 390 156
* Netherlands: 0870 001 920
* Spain: 902 886025
* South Africa: There is no number for South Africa at this time. Please call one of the other numbers to join the call. You may also listen to a recording of the call which will be posted here once the call is over.
* Switzerland: 0848 560 179
* UK: 0870 35 204 74

Access code 643344#