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)
May 4, 2019 - May 5, 2019
Phoenix Metro, AZ

8:30am to 5:30pm both days
Hampton Inn Phoenix/Chandler
7333 W. Detroit Street
Chandler, AZ 85226
1-480-753-5200
Room Block at Hampton Inn, Chandler AZ
$94 + tax per night
Ask for Kinder block when making reservations
Address: 7333 W Detroit St, Chandler, AZ 85226
Phone: (480) 753-5200

Early Discount until Apr 4, 2019
$895.00
Standard Tuition
$995.00
Register
May 31, 2019 - Jun 1, 2019
Boston Metro, MA

8:30am to 5:30pm both days
Location TBA
IMPORTANT:
This program is not confirmed until a minimum number of
participants register. Notification will be sent when the
participation minimum is met.

Early Discount until Apr 30, 2019
$895.00
Standard Tuition
$995.00
Register
Sep 7, 2019 - Sep 8, 2019
St. Louis Metro, MO

8:30am to 5:30pm Day 1
8:00am to 4:00pm Day 2

IMPORTANT:
This program is not confirmed until a minimum number of
participants register. Notification will be sent when the
participation minimum is met.

Early Discount until Aug 7, 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)
Jun 3, 2019 - Jun 8, 2019
Boston Metro, MA

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

Begins Monday @ 5pm
Ends after lunch on Saturday
IMPORTANT:
- Room and Meals are not included in course fee.
- KI will make all room reservations for participants.
- This program is not confirmed until a minimum number of
participants register. Notification will be sent when the
participation minimum is met.

Early Discount until May 3, 2019
$4350.00
Standard Tuition
$4650.00
Register
Jun 21, 2019 - Jun 26, 2019
Bennekom, The Netherlands

Spoken in Dutch
(Incl. materialen. Exclusief verblijfsarrangement a €445,-. Excl. barconsumpties en btw. Vroegboek-korting is niet van toepassing indien boeking loopt via dienstverlener of platform)

Early Discount until Jun 3, 2019
€3250.00
Standard Tuition
€3550.00
Register
Jan 14, 2020 - Jan 19, 2020
Hana, Hawaii, USA

Begins Tuesday @ 5pm
Ends after lunch on Sunday
IMPORTANT:
- Room and Meals are not included in course fee.
- This program is not confirmed until a minimum number of
participants register. Notification will be sent when the
participation minimum is met.

Early Discount until Dec 14, 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)
Apr 25, 2019
Louis Vollebregt & Scott Frank - Back to Basics

TAKE NOTE - NEW UPDATED DATE MOVED FROM 4-22 TO 4-25 If you're feeling rusty with your Life Planning skills, we've got just the topic to get you re-engaged! Louis Vollebregt and Scott Frank tag team on this review of the EVOKE process and how to incorporate Life Planning into your business. They'll share their personal experiences using EVOKE with clients and answer questions from the group. Expect a lively discussion that will help build your confidence to integrate Life Planning into your workplace and life.
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. Sessions are not recorded. 12pm-2pm (EDT); convert the time to your respective time zone.

Early Discount until Apr 8, 2019
$99.00
Standard Tuition
$149.00
Register
May 21, 2019
Nigel Barker-Smith - A dream will always be a dream unless…..

Making the client accountable to their goals and to take action is of utmost importance in Life Planning meetings, otherwise, everyone will be disappointed at next year’s review when nothing has changed. The disappointment will be with the adviser as well as the client. Nigel Barker-Smith, owner of a financial planning business in the North of England, discusses how to help clients take action and how to document this within your practice to keep as a record.
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. Sessions are not recorded. 12pm-2pm (EDT); convert the time to your respective time zone.

Early Discount until Apr 30, 2019
$99.00
Standard Tuition
$149.00
Register
Jun 10, 2019
Rosemarie McKinnon - Implementing EVOKE into your practice…is it what you do? …or the way you do it?

Having a plan for implementing Life Planning into your practice is essential. Registered Life Planners come from firms of different sizes and application strategies depend on many factors. Hear from Financial Consultant Rosemarie McKinnon about her experience implementing EVOKE over the past nine years at IG Wealth Management, one of the largest financial services companies in Canada. She'll field questions and host a discussion among attendees on strategies for success.
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. Sessions are not recorded. 12pm-2pm (EDT); convert the time to your respective time zone.

Early Discount until May 27, 2019
$99.00
Standard Tuition
$149.00
Register

Life Planning Mastery

Learn more about this training
Date
Location
Cost (applicable taxes and fees included)
May 30, 2019
Boston Metro, MA

9am to 5pm Littleton, MA
IMPORTANT:
This program is not confirmed until a minimum number of
participants register. Notification will be sent when the
participation minimum is met.

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
IMPORTANT:
This program is not confirmed until a minimum number of
participants register. Notification will be sent when the
participation minimum is met.

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)
Jan 1, 2019
General Booking Form
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Standard Tuition
$0.00
Register
Sep 7, 2019 - Sep 8, 2019
XYPNLive
St. Louis, MO

2 Day Seven Stages of Money Maturity Pre-Conference
XYPN Members Only get this discount.

Early Discount until Aug 7, 2019
$845.00
Standard Tuition
$945.00
Register