Quarterly Newsletter ~ Kinder Institute of Life Planning

Life Planning and the Future of Financial Planning
Presented by George Kinder, CFP®, RLP®

The Three Movements
Four Directions for Our Future and
The Business Case for A Financial Life Planning Practice

Register Now for the next live presentation of this webinar >>

Leading a Movement
By Roger Wellington, Executive Director

Life Planning is more than a technique, it’s a movement. And our industry needs it now more than ever. With more limited portfolios, good planning requires more targeted advice which must be driven by what clients most want to accomplish in life. Read more >>

The most significant opportunity the financial planning industry has ever seen
Phil Calvert of IFA Life recently wrote an article about the Life Planning conference held in the UK earlier this year. Read Now

IFA Life (www.ifalife.com) is the leading networking website for Independant Financial Advisors and Financial Planners. Financial advisers are using the site to network, share best practices, debate industry issues, raise their profile online, get marketing advice, and to provide help and support to one another within a trusted network of financial professionals.

Voted Best Online Financial Community in the 2008 Online Finance Awards, membership of the site is open to financial planners from around the world. A thriving forum is at the heart of the site, including an area dedicated to Life Planning which is supported by the Kinder Institute at www.ifalife.com/lifeplanning.

The founder of IFA Life is Philip Calvert - a high-profile marketing coach to financial advisers. He is the author of two books, including the acclaimed Successful Seminar Selling. He is a regular speaker at financial planning industry events in the UK, and has been a keynote speaker at the prestigious Asia Pacific Financial Planning Conference in Singapore on two occasions.

“Don’t try this at home!”
By Eva Brodzik, Director of Business Development

Many advisors claim to do some form of “lifestyle” planning but few have the skill to do it well. Quality financial Life Planning takes more than good intentions to have a positive impact on the client-advisor relationship. Read more >>

Life Planner Spotlight ~ USA
Reed C. Fraasa, CFP^®, RLP^®
Riverdale, NJ

A successful Registered Life Planner reflects on how taking one simple workshop led him to revolutionize his practice and snag 14 new clients in one year with zero marketing. Oh yeah, he also bought the beach house of his dreams.
Read More>>

Life Planner Spotlight ~ International
Gerard van der Made
The Netherland

One of the top trainers and coaches in the Netherlands talks about his experience of Life Planning and the transformation he sees all around him when people experience the powerful EVOKE method.
Read more >>

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London on Sale!

London is on sale! Want a vacation in England while the dollar is strong? Come to both our Seven Stages of Money Maturity Workshop (June 22-23) and our 5-Day Advanced Training (June 28 – July 3) in the UK and enjoy a terrific 5 day vacation in between. The British pound has fallen 40% since last summer! Special package price for both workshops is available. Contact Eva Brodzik for details.

Call or email today:
Eva.Brodzik@KinderInstitute.com
(913) 232-7506

In The News
Check out recent Media Mentions about Life Planning and
the Kinder Institute Click Here >>

Kinder Institute Town Hall Meetings
The FREE Town Hall Meetings are an opportunity for anyone to connect with Kinder Institute staff, ask questions and discuss Life Planning and the EVOKE® Process. Meetings are held 2PM ET on the 2nd Tuesday of every month
Teleconference call information >>

Upcoming Dates
Check out all the new and exciting events being offered by the Kinder Institute. Read More >>

Books by George Kinder
The Seven Stages of Money Maturity by George Kinder	Lighting the Torch by George Kinder	A Song for Hana by George Kinder

Order from Amazon.com	To order from Amazon Click here>>	To order from Amazon Click here>>

In This Issue