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:
&Meetings
107 Cheapside
London UK EC2V 6DN
Price includes VAT
[625 + 125 VAT]
[746 + 149 VAT]

Early Discount until Jan 11, 2019
£750.00
Standard Tuition
£895.00
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)
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
Jan 14, 2020 - Jan 19, 2020
Hana, Hawaii, USA

Begins Tuesday @ 5pm
Ends after lunch on Sunday
Room and Meals are not included in the course fee

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)
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. Sessions are not recorded. 12pm-2pm (EDT); convert the time to your respective time zone.

Early Discount until Feb 28, 2019
$149.00
Standard Tuition
$159.00
Register
Apr 22, 2019
Louis Vollebregt & Scott Frank - Back to Basics

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 1, 2019
$149.00
Standard Tuition
$159.00
Register
May 21, 2019
Nigel Barker-Smith - TBD

TBD
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
$149.00
Standard Tuition
$159.00
Register
Jun 11, 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 21, 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)
Jan 1, 2019
General Booking Form
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Standard Tuition
$0.00
Register
Feb 22, 2019
East Coast Life Planning Meetup
Reuben Hoar Public Library, 41 Shattuck St, Littleton, MA 01460

This event is free to members of the Life Planning community and their guests.
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 short discussion.

Event Schedule:
11:30am-11:45am Welcome
11:45am-12:30pm Lunch/Social
12:30pm-1:00pm George Kinder Introduces a Movement
1:00pm-3:00pm Golden Civilization Conversation
3:00pm-3:30pm Discussion

Standard Tuition
FREE
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