HIghly Qualified Life Planning Trainers

Our Trainers

George Kinder, In addition to being a Mindfulness Teacher, Poet, and Philosopher; George Kinder has revolutionized the field of financial advice over the past 20 years. Considered the father of the Life Planning movement, his network of over 3,000 advisors are active in 30 countries covering six continents. George has given keynotes around the world, and has won many awards for being one of the most influential people in the financial services industry. Most notably, George has been recognized as being the first of the 15 most transformational financial advisers who changed the industry, and in 2016 was acknowledged as one of the top 20 financial Innovators on InvestmentNews’ Icons and Innovators list.

Louis Vollebregt, has studied psychology with the University of Groningen and made a career in financial services. He has 22 years experience in various management and sales positions with Equity & Law/AXA in the Netherlands and developed leading financial planning programs for financial advisers. In 2004 he founded his own business, Means in Progress, and remains an active executive management coach and trainer focused on business and personal effectiveness; his clients include several large insurance companies.

For the past nine years he has incorporated Life Planning into his practice and has been an international trainer and mentor with the Kinder Institute, working with financial advisers from around the world.

Louis is also a personal Life Planner for entrepreneurs and acts as a mediator of complex business dissolutions.

Mary Zimmerman, RLP®, CFP® United States One of the founding members of the Kinder Institute of Life Planning and is the first certified faculty member of the institute in the United States. Read more
Ed Jacobson, Ph.D., RLP® United States

Joel Gluck, MEd, RDT, RLP®, is a coach, therapist, Registered Life Planner®, and certified trainer and mentor with the Kinder Institute. With George Kinder, Joel designed and developed the Life Planning for You website, selected by the Wall Street Journal as the best in its category. Joel is an executive coach and leadership trainer with over years of experience, working on five continents in companies ranging from the Fortune 50 to non-profits, as well as through his work with the executive education programs of the Harvard Business School, Columbia, the Kellogg School of Management, Duke, and others. Joel studied computer science at MIT, and psychology and creative arts therapy at Lesley University. He has had a daily practice of meditation for 20 years, and has taught mindfulness to groups ranging from prison inmates to corporate executives. Joel lives in Belmont, MA with his wife and two children.

Gerard van der Made The Netherlands Nationally and internationally, he supervises and trains teams and organisations in innovation, change and growth processes, he stimulates individual pleasure and effectiveness as an Executive Business and Life Coach, and he inspires and confronts groups as a leading speaker. Read more

Lisa Kirchenbauer, RLP®, CFP®, RCeFT® has been an RLP since 2005, and has been a CFP since 1991.  Her firm, Omega Wealth Management, was founded in 1999 and since 2004 has been a fee-only firm with a focus on working with successful entrepreneurs and people in significant transition.  In 2005, she fully incorporated the EVOKE process into her client offering and utilizes a retainer and smaller AUM fee model when working with most clients.  Lisa has served as a Kinder trainer and mentor over the years and has had some of her team members take the training as well.  She has a passion for helping other advisors be as successful as possible in integrating their business and personal lives.  One of Lisa’s enduring 3rd question answers is to “have a positive and significant impact on as many people as possible.”  In 2014, she created “The 5 Essential Skills of an Exceptional Planner” and has presented these skills at FPA BE in the US, and to advisors in India, Holland and Australia. She recently released a book under the same title and was inspired to write about these skills because they are integral to the life planning work and EVOKE process.  Lisa lives in the Washington, DC area and is married to Jim, and has three boys:  John, David & Robert.  Lisa’s own RLP is Beth Jones, CFP®, RLP®, CeFT®.

Peg Downey, RLP®, CFP® United States
Wayne Lear, CFP® Australia
Martin Siesta, RLP®, CFP® United States
Reed Fraasa, RLP®, CFP® United States