The Seven Stages of Money Maturity®

This Training provides 10.00 CEUs for CFP®s.
Eligible for CPD Points - 17.00 hours.
Learn more about this training
Date
Location
Cost (applicable taxes and fees included)
Feb 11, 2019 - Feb 12, 2019
London, UK

9am to 5:30pm both days
Location TBA
Price includes VAT
[625 + 125 VAT]
[746 + 149 VAT]

Early Discount until Jan 11, 2019
£750.00
Standard Tuition
£895.00
Register
Mar 6, 2019 - Mar 7, 2019
Sydney, Australia
Value is in Australian Dollars (Incl. study material. Excluding all the costs of board and lodging which will be separately paid directly to the training venue)

Standard Tuition
$1280.00
Register
May 4, 2019 - May 5, 2019
Phoenix, AZ

8:30am to 5:30pm both days
Location TBA
Early Discount until Apr 4, 2019
$895.00
Standard Tuition
$995.00
Register
May 31, 2019 - Jun 1, 2019
Littleton, MA

8:30am to 5:30pm both days
Location TBA
Early Discount until Apr 30, 2019
$895.00
Standard Tuition
$995.00
Register

EVOKE® Life Planning 5-Day Training

This Training provides 10.00 CEUs for CFP®s.
Eligible for CPD Points - 42.00 hours.
Learn more about this training
Date
Location
Cost (applicable taxes and fees included)
Jan 10, 2019 - Jan 15, 2019
Midden Nederland, Lunteren

Spoken in Dutch
Investering € 3.550,- Early bird aanbieding tot 14 december 2018 € 3.050,- Incl. materialen.
Exclusief verblijfsarrangement à € 425,-. Excl. barconsumpties en btw.

Early Discount until Dec 21, 2018
€3050.00
Standard Tuition
€3550.00
Register
Mar 8, 2019 - Mar 13, 2019
Sydney, Australia
Value is in Australian Dollars (Incl. study material. Excluding all the costs of board and lodging which will be separately paid directly to the training venue)

Standard Tuition
$4900.00
Register
Apr 28, 2019 - May 3, 2019
St Katharine's Parmoor
Henley on Thames
Oxfordshire, England
RG9 6NN
United Kingdom

Begins Sunday @ 5pm
Ends Friday after lunch
Room and Meals not included in course fee
Price includes VAT
[2835 + 565 VAT]
[3000 + 600 VAT]

Early Discount until Mar 28, 2019
£3400.00
Standard Tuition
£3600.00
Register
Jun 3, 2019 - Jun 8, 2019
Ashland, MA, USA

Warren Conference Center and Inn
529 Chestnut St
Ashland, MA
01721
United States

Begins Monday @ 5pm
Ends after lunch on Saturday
Room and Meals are not included in course fee

Early Discount until May 3, 2019
$4350.00
Standard Tuition
$4650.00
Register

Registered Life Planner® Mentorship

This Training provides 8.00 CEUs for CFP®s.
Learn more about this training
Date
Location
Cost (applicable taxes and fees included)
Jan 1, 2019
UK Group - Virtual Online

ACTUAL START DATE TBA
Standard Tuition
£2995.00
Register
Jan 1, 2019
US Group - Virtual Online

ACTUAL START DATE TBA
Standard Tuition
$4500.00
Register
Feb 1, 2019
Virtual Online
Investering € 3.650,- Incl. materialen en drie terugkomdagen.
Excl. barconsumpties en btw.

Standard Tuition
€3650.00
Register

Virtual Life Planning Mastery

Date
Location
Cost (applicable taxes and fees included)
Dec 18, 2018
Louis Vollebregt - Life Planning Couples: Two People, Two Torches

Explore the best practices for working with couples in Life Planning. We'll cover the importance of working with both partners at the same time, including how to explain this to our clients, setting the scene and rules of engagement, and even preventing potential arguments. Experience how to light two separate torches and feel comfortable with the fact that you see differences. We'll discuss working with dominant partners, partners that just follow, and difficult relationships without getting into couples therapy. Bring your questions about challenging situations in couples work. We want you to leave this session with a boost of self-confidence to effectively Life Plan couples.
Registered Life Planners are invited to participate in Virtual Life Planning Mastery sessions. One week prior to the session you will get an invitation with a link to join the Zoom meeting. Follow up reminders will be sent the day prior and the day of the session. Any questions please send to info@kinderinstitute.com. If a minimum number of attendees is not met a week before the start date, the session will be canceled, and you will be notified. Start time is 12 Noon (ET) (GMT-05:00).

Early Discount until Nov 27, 2018
$149.00
Standard Tuition
$159.00
Register
Jan 15, 2019
Mary Zimmerman - Collecting Tinder: Building a Strong Torch Statement

The Torch Statement places the client three months to three years in the future where they are living the life of their dreams. It sounds fabulous and perhaps a bit unrealistic to the client, but with enough tinder (the details that come from really listening to your client during Exploration and Visioning phases of EVOKE) you can put them in a moment in time that builds the energy inside them to make it happen. Let's do a deep dive into collecting the tinder that goes into making a grounded and inspiring Torch Statement. One that will light the way through Obstacles with energy and creative thinking and guide the client to the life they want to live.
Registered Life Planners are invited to participate in Virtual Life Planning Mastery sessions. One week prior to the session you will get an invitation with a link to join the Zoom meeting. Follow up reminders will be sent the day prior and the day of the session. Any questions please send to info@kinderinstitute.com. If a minimum number of attendees is not met a week before the start date, the session will be canceled, and you will be notified. Start time is 12 Noon (ET) (GMT-05:00).

Early Discount until Dec 25, 2018
$149.00
Standard Tuition
$159.00
Register
Feb 21, 2019
Randy Gardner - Knowledge: Connecting the Life Plan to the Financial Plan

Much of the 5-Day Life Planning training centers on how to hold advice conversations based on inner listening that lead clients to lives of profound meaning. That's the EVO of EVOKE. Let's take some time to explore the "Knowledge" phase of EVOKE where we connect the qualitative side of Life Planning to the quantitative side of Financial Planning in the presentation of a Financial Life Plan.
Registered Life Planners are invited to participate in Virtual Life Planning Mastery sessions. One week prior to the session you will get an invitation with a link to join the Zoom meeting. Follow up reminders will be sent the day prior and the day of the session. Any questions please send to info@kinderinstitute.com. If a minimum number of attendees is not met a week before the start date, the session will be canceled, and you will be notified. Start time is 12 Noon (ET) (GMT-05:00).

Early Discount until Jan 31, 2019
$149.00
Standard Tuition
$159.00
Register
Mar 21, 2019
Ed Jacobson - How to Really Show Up When You Show Up: Emotional Intelligence Skills for Life Planners

Woody Allen famously said, "80 percent of success is showing up." It sounds good, but what did he mean? And how do we really show up when we show up somewhere – like, for example, in a life planning meeting? These questions have intrigued Ed Jacobson, PhD, RLP during his careers as psychologist, organizational executive, coach, consultant, trainer, and writer.
In Ed’s view, Showing Up means using your Emotional Intelligence (aka: your EQ), that portfolio of inner qualities and social effectiveness skills that we call upon for being here when we’re here. It’s what separates successful from less successful leaders and what makes for a life-well-lived. And it’s what separates a good-enough life planner from a great one.
Join Ed and your life planning friends on March 21, as he explores core emotional intelligence skills, including: Presence (no, not a CEO’s charisma. It’s what all that Inner Listening is about); Mindset (yes, you can choose your mindset), Curiosity (finding everything fascinating means you don’t assume you know what’s what); Empathy (let’s hear it for Mirror Neurons), Emotional Self-Management (it’s more than counting to ten…or twenty-five) and one or two surprise skills.
If you know Ed, you know you’re in for a rich, high-participation, humorous, fast-moving, and sometimes moving experience. And maybe a transformational moment or two along the way. Come join us, boost your EQ and renew the Vigor that compelled you to become a life planner in the first place. See you there?
Registered Life Planners are invited to participate in Virtual Life Planning Mastery sessions. One week prior to the session you will get an invitation with a link to join the Zoom meeting. Follow up reminders will be sent the day prior and the day of the session. Any questions please send to info@kinderinstitute.com. If a minimum number of attendees is not met a week before the start date, the session will be canceled, and you will be notified. Start time is 12 Noon (ET) (GMT-05:00).

Early Discount until Feb 28, 2019
$149.00
Standard Tuition
$159.00
Register

Life Planning Mastery

Learn more about this training
Date
Location
Cost (applicable taxes and fees included)
Apr 5, 2019
London, UK

9am to 5pm
Dimensional Fund Advisor's Office
20 Triton Street
Regent's Place
London NW1 3BF
Price includes VAT
325 + 65 VAT
360 + 72 VAT

Early Discount until Mar 5, 2019
£390.00
Standard Tuition
£432.00
Register
May 30, 2019
Littleton, MA

9am to 5pm
Early Discount until Apr 30, 2019
$495.00
Standard Tuition
$550.00
Register
Jun 14, 2019
London, UK

9am to 5pm
Dimensional Fund Advisor's Office
20 Triton Street
Regent's Place
London NW1 3BF
Price includes VAT
325 + 65 VAT
360 + 72 VAT

Early Discount until May 14, 2019
£390.00
Standard Tuition
£432.00
Register

Other Events

All Trainings
Date
Event & Location
Cost (applicable taxes and fees included)
Nov 1, 2018
General Booking Form
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Standard Tuition
$0.00
Register
Jan 18, 2019
West Coast Life Planning Meet Up
Irvine, CA

Premier Business Center
19200 Von Karman, #400
Irvine, CA 92612

This event is free. After registering, there is no need to continue to the PayPal link.


11:30am to 4:30pm PST
Connect with fellow Life Planners and Kinder Institute founder, George Kinder, at this free gathering of the Life Planning community. You'll be treated to a social lunch followed by an introduction to George's latest book and the movement he is leading to Life Plan civilization. Participate in a Golden Civilization Conversation that follows the EVOKE process to develop a vision for the future and the energy to deliver it now! The gathering will end with a discussion and more social time.

Standard Tuition
$0.00
Register
Apr 8, 2019 - Apr 14, 2019
Meditation Retreat
St Katharine's Parmoor
Henley on Thames
Oxfordshire, England
RG9 6NN
United Kingdom

REQUIRED
Basic meditation experience and desire for a retreat format experience.

CONTACT
Kathy Lubar – For retreat details and general questions at kjlubar@gmail.com or 001.781.710.4237 (US EDT)
Double occupancy £640 early rate and £720 regular rate.
Single occupancy £700 early rate and £780 regular rate.

Early Discount until Dec 1, 2018
£700.00
Standard Tuition
£780.00
Register