Dive into the nuances of holding life planning meetings specifically geared toward advanced EVOKE practitioners. 

Feel more connected to our professional community of Registered Life Planner designees, who are dedicated to building truly client-centered practices.

This continuing education course fulfills the RLP® requirement of eight CE hours every two years.

Feel more connected to our elite professional community of Registered Life Planner EVOKE practitioners, who are dedicated to building client-centered practices. Life Planning Mastery is a one-day seminar that connects you with our global Master Trainer Louis Vollebregt and other RLP® designees who also want to sharpen the saw and deepen their knowledge of life planning in practice. Bring your questions. At your request, each seminar is adapted to the desires of the participants that register.

The EVOKE Life Planning method evolves along with the latest developments in behavioral science and the financial planning profession. Dive into the nuances of holding life planning meetings specifically geared toward advanced EVOKE practitioners. Learn the latest teaching principles, practice your life planning skills with colleagues, gain feedback from your peers and trainers, and leave with a re-kindled torch.

This continuing education course is open to the over 500 professionals that have earned the Registered Life Planner designation globally and counts toward the RLP® CE requirement of eight hours every two years.

Possible Course Topics

  • Lighting the Torch with couples
  • Challenges with facilitating the life planning exercises
  • Sharing new insights or methods of implementation
  • How to market life planning
  • Challenges with life planning the sick, aged, or retired
  • Diagnosing Innocent beliefs
  • How to deal with difficult Obstacles
  • Sputtering torches
  • Working with Vigor drains

Here’s what participants are saying

“Feeling refreshed and reinvigorated, as it’s been a few years since completing the EVOKE training. It’s always great to collaborate with others and take away a few new golden nuggets of knowledge and best practice. Attending a Life Planning Mastery is a highly valuable experience.”

—Kris Amliwala

“My first Life Planning Mastery training was a real eye-opener. After completing my EVOKE training 3 years ago, it was great to see how far the training has developed with small tweaks that I felt really made a difference. The online version allowed me to enjoy it from Australia.

—Amanda Pond

“It was a joy to simply share ideas and thoughts during Life Planning Mastery.”

—Stephen Williams