2019 Upcoming Topics

Click here to sign up for the March 21, 2019 session   

How to Really Show Up When You Show Up:  Emotional Intelligence Skills for Life Planners

Thursday, March 21, 2019 12-2pm ET
Hosted by Ed Jacobson

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, 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?

Click here to sign up for the April 22, 2019 session

Back to Basics

Monday April 22, 2019 12-2pm ET
Hosted by Scott Frank and Louis Vollebregt

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.

Topic TBD

Tuesday, May 21, 2019  12-2pm ET
Hosted by Nigel Barker-Smith

We are looking for ideas for new topics please send ideas to Lora.woodward@kinderinstitute.com

Implementing EVOKE into your practice…is it what you do? …or the way you do it? 

Tuesday June 11, 2019 12pm-2pm ET
Hosted by Rosemarie Mackinnon
Having a plan for implementing Life Planning in 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.

2019 Virtual LIfe Planning Mastery Sessions

Knowledge: Connecting the Life Plan to the Financial Plan – Cancelled

Thursday, February 21, 2019, 12-2 PM ET
Hosted by Randy Gardner
Much of the 5-Day Life Planning training centers on how to hold advice conversations based on inner listening that lead clients to lives of profound meaning. That’s the EVO of EVOKE. Let’s take some time to explore the “Knowledge” phase of EVOKE where we connect the qualitative side of Life Planning to the quantitative side of Financial Planning in the presentation of a Financial Life Plan.

Collecting Tinder: Building a Strong Torch Statement

Thursday, January 24 – 12-2pm ET *NOTE DATE CHANGED*
Hosted by Mary Zimmerman

The Torch Statement places the client three months to three years in the future where they are living the life of their dreams. It sounds fabulous and perhaps a bit unrealistic to the client, but with enough tinder (the details that come from really listening to your client during Exploration and Visioning phases of EVOKE) you can put them in a moment in time that builds the energy inside them to make it happen. Let’s do a deep dive into collecting the tinder that goes into making a grounded and inspiring Torch Statement. One that will light the way through Obstacles with energy and creative thinking and guide the client to the life they want to live.


2018 Past Virtual LPM Topics - Click here to view

2018 Past Topics

Life Planning Couples: Two People, Two Torches

Tuesday, December 18, 12-2pm ET

Hosted by Louis Vollebregt

Explore the best practices for working with couples in Life Planning. We’ll cover the importance of working with both partners at the same time, including how to explain this to our clients, setting the scene and rules of engagement, and even preventing potential arguments. Experience how to light two separate torches and feel comfortable with the fact that you see differences. We’ll discuss working with dominant partners, partners that just follow, and difficult relationships without getting into couples therapy. Bring your questions about challenging situations in couples work. We want you to leave this session with a boost of self-confidence to effectively Life Plan couples.

Getting Started

November 8, 2018 12-2pm (EDT)

Hosted by Nigel Barker-Smith

Embedding the EVOKE® process into your day to day business may seem overwhelming as a new RLP®. Nigel Barker-Smith, owner of NBS Financial Planning in Yorkshire, England goes into detail on how he and his team create “the container” for meetings, document client progress, and price the life planning process.

Free online virtual session  A Golden Civilization

October 9, 2018 12-2pm (EDT)

Hosted by George Kinder

Join George for a mini-online version of his LPM session in October. It is free and lays the groundwork for engaging as leaders in your communities with EVOKE® and presentations that life plan a community. Including topics such as Presentation Skills for Life Planning Groups and Conversations for a Golden Civilization.

George will share the main themes of his book and how he is spearheading a global movement of community conversations around the concept of creating a Golden Civilization through Life planning.

Here is what attendees had to say:

“Once again George made me question everything, can’t wait to get stuck into the book when it arrives. Great work.” Anonymous
“Applying the tried and tested approach of Evoke to a global objective starting at the “grass roots” level may just be what it takes to turn this tanker (current behaviour and attitudes)round.
George’s explanation of his approach to holding discussion meetings came over as non-judgemental and inclusive. This sounds like a welcoming approach to all views. A great approach to a new stage in our civilisation.” Anonymous
“Always refreshing and energising to attend a VLPM meeting.   I always get new insites and an abundance of energy to keep pushing people living the lives of their dreams.”
Jos Drees (Belgium)

What the wisdom teachers tell us about the Torch Statement

Wednesday, September 12 12-2pm (EDT)

Hosted by Mary Zimmerman

Ever wonder why the Torch Statement has such power?  Well, as Socrates said, “Wisdom begins in wonder.”

Let’s go on a journey from Socrates to Homer Simpson to see how the scaffolding is constructed to support the flourishing of our clients’ lives.  We’ll discuss notions of the master teachers of transformation.  We’ll talk about the importance of listening and witnessing another person’s dreams and longings.

Bring your wisdom, inspiration and authentic voice to this interactive session!

How to work with Inspiration and Empowerment Instead of Taking Over-Responsibility and Giving Solutions.

In traditional Financial Planning advisers often come from the assumption that they hold all the knowledge and that they have to direct their clients to solutions to what they perceive to be a (potential) (financial) problem. With that, they leave the client powerless and not very motivated to take the necessary actions. It feels like visiting the dentist; it is probably good for you but it is painful. In this session, we intend to point out why and how Life Planning is different and how we get our clients to feel empowered and inspired to take the necessary actions!

April  18, 2018 Wednesday 12-2pm (EDT)

Hosted by Louis Vollebregt

Here is what attendess had to say:

“Louis is a master at the KLP conversation “recipe”! As good as George himself.” Anonymous

May 16, 2018 Wednesday 12-2pm (EDT)

Hosted by Louis Vollebregt

Our natural adversity to change or how to get into action.

Deeply rooted in humanity is the urge to make our environment as predictable as possible. This helps with finding the right strategies to survive in a potentially hostile world. As soon as we have a successful strategy we promise ourselves that this will work next time as well. In that, we want to make sure that everything stays the same. In reality, everything changes all the time so we end up working with poorly adapted strategies.

In this session we look at ways to help our clients look at their reality, the desired results in life and ways to make their strategies fit!

From Workshop to Practice

Thursday,  July 5 12-2pm (EDT)

Hosted by Nigel Barker-Smith

It’s one thing to be taught the mechanics of EVOKE, but how do you embed the process into your day to day business activities. Owner of a financial planning business in the North of England, Nigel Barker-Smith shares his experience of how EVOKE is what he does rather than something he does, the client journey he created nine years ago, and how/where/what he charges for all his services.

Belief – Behaviour – Result

Wednesday, August 8 12-2pm (EDT)

Hosted by Louis Vollebregt

Both in our professional life and in our private life we often want someone else to do something for us. In most cases, we tell the other person what to do (or what not to do) and we will give reasons for this request/assignment. Do you recognize however that in many cases the other person simply does not comply and keeps doing his/her own stuff instead? In general, people do not want to be told! This is true for our clients as well! Our challenge is to get our clients in motion without taking over their responsibilities. This VLPM is about finding out why we often do not respond to assignments. What is the mechanism behind this behaviour? Also, we will look at the most effective way to help people get the desired results in their lives without pushing them. So, on their own accord! Another angle to this is the fact that we sometimes do not even do what we intended to do ourselves; what gets in the way and how do we prevent that from happening?

Here is what attendees had to say:

“Spending time to learn from Louis is one of the best investments in our business”
“I love the VLPM program! As a KILP trainer and mentor, I attend as many sessions as I can, to bring the latest thinking into my training and mentoring. I also enjoy watching the RLP attendees come alive as they process the information and interact with the presenter and group; watching them grow in real time is rewarding for me.”
“Wow! Louis’s Belief-Behavior-Result VLPM session was a real eye-opener for me. I’m sure that by applying it, I’ll be more successful in making changes in my own life and have better Financial Life Planning outcomes with clients. And with a whole lot less effort! Seeing why what I’ve been doing often hasn’t worked that well and what to do instead means I can work smarter, not harder. With study and practice, this is going to be a real game changer. ”

“It was interesting to see the solid psychological basis for The Three Questions and other aspects of EVOKE. Even more importantly, with Louis’s clear explanations and realistic examples, I now see just how many potential pitfalls exist in the change process and what RLPs(c) can and need to do to help clients avoid them.”

March 13, 2018 Tuesday 12-2pm (EDT)

Hosted by Ed Jacobson

Positivity Skills for Life Planners: Harnessing the Power of Positive Psychology and Neuroscience 

 The remarkable, evidence-based power of positivity – positive mindset, positive conversational skills, focusing on strengths (yours; clients; everyone else’s), and a vivid, uplifting vision (“a Torch for every situation, big and small”) – in deepening relationships, individual and group performance and ROP (Return on Positivity), health and, would you believe, longevity! Harnessing these skills leads to win-win-win outcomes. Why would you, as a life planner, NOT want to add these powerful tools to your toolbox?

Beyond simply laying out the facts for you, Ed will introduce each skill, offer experiential exercises and group discussion, and provide practice tips to implement immediately.

How the right positive mindset improves interactions and outcomes, and how to choose just the right one.

  • The three different types of questions, and how to frame positive-focus questions for greatest impact and productivity.
  • How to turn around a conversation that’s heading towards the cliff.
  • How to create a powerful Torch for each situation, ranging from the next moment to the rest of your life.
  • How to be positive without being Mary Poppins or a sucker.

Here is what attendees had to say:

“Ed is an excellent facilitator” engaging, humorous, authentic and inspiring. He clearly is passionate about his topic and enjoys the life planning community.”   Anonymous
“A great reminder of what is possible. A higher level of positivity to benefit others and myself.”    Anonymous
“Great ideas are being shared and commented by the webinar followers. Fantastic to learn from others while they are many hundreds or thousand kilometers away. A community of people on a mission to make the lives of people in their part of the world a little better.”    Anonymous

2017 Virtual LPM Past Topics- Click here to view

August 18, 2017 Friday 12 noon (EDT) Eastern US Time
Hosted by Louis Vollebregt

In our valuable work, we know that it is much more effective to work with both partners at the same time. Not doing so will give all kinds of energy leaks and will absolutely take away from the possible results.

In this VLPM session you will learn:
  • Why is it important to work with both partners?
  • How do we explain this to our clients?
  • Setting the scene and rules of engagement.
  • Preventing them from getting into an argument.
  • How to light two separate torches and feel comfortable with the fact that you see differences.
  • Working with difficult relationships not getting into couples therapy.
  • How to work with partners who ‘just follow’.
  • There will be room for participants to ask questions about challenging situations in couples work.
  • The aim of this VLPM session is to give you more of a handle on a couple’s session, boosting your self-confidence and your effectiveness.

Here is what attendees had to say:

“Dear Louis,
Our session today gave me the opportunity to be reminded of some very important aspects of delivering life planning to couples that will be so important to delivering great outcomes for my clients. Being able to receive this training by VLPM was so convenient and therefore practical. Thank you again.”

Nik Proctor

“This was a wonderful presentation by Louis. He provided a very valuable review of EVOKE, to ground everyone, and then gave us his brilliant, and very practical, take on the process of EVOKEing couples. He also shed wonderful light on what empathy really means, what it looks like, and its power in the EVOKE process. I consider myself an experienced EVOKE trainer, mentor and practitioner, and I learned a lot.

We had some 35 attendees on video, and the depth of attention was palpable. I’m planning to remind my former trainees/mentees about VLPM and recommend it once again.”

Mary Zimmerman

September 15, 2017
Friday 12 noon (EDT) Eastern US time

Although we have all learned to apply the torch in our Life Planning work we tend to get sloppy in the way we do this. This VLPM is all about the best way to offer a torch and how to stay positive in challenging situations. We will learn to:

  • Gain a greater understanding of the purpose of the torch.
  • Will share the latest torch statement.
  • Explain about the structure of the torch and these of each word in it.
  • Show the most effective way to offer it.
  • Practice offering torches.
  • Find ways to improve torches that did not have ‘full impact’.
  • Discuss how to work with evidently impossible longings.
  • The aim of this VLPM session is to feel comfortable offering the most effective torches and to gain the self-confidence to offer great torches always!
“I usually don’t give testimonials, being rather introverted, but I am moved to do so now because the two Virtual Life Planning Mastery webinars I’ve attended have been superb. I’ve not only enjoyed being with other RLPs, but I’ve gained valuable insights and concrete steps that will greatly enhance my Life Planning work with clients now. I am flummoxed as to why every RLP isn’t attending these! They build on our past training; they aren’t a rehash or simply a review of what we learned in the 5-day and mentorship, in my experience. Give them a try! The price is right and using the Zoom technology is easy”.


12 noon (EDT)

With Inner Listening as a base we will explore for each stage of EVOKE how to listen, what to listen for and how to move from listening to engaging. The sessions will intermingle practical with experiential learning.

“George’s webinars provide a helpful and convenient way of improving your understanding of the EVOKE process. The use of virtual breakout sessions was very effective at demonstrating the practical use of the topics being covered.”


12 Noon (EDT)

How to incorporate the EVOKE model into your existing planning offering- where to start, how to charge, how your process may be different going forward.  We’ll also talk about ideal clients for this work, and introducing the concept to existing clients and centers
of influence.  The session will also explore changes that you may
want to consider in your office to help support the life
planning process.

  • How your planning process will change.
  • Deciding how to charge for the new life planning work.
  • Changes to consider to your office space.
  • Communicating the life planning offering to existing
    clients and centers of influence.
  • Keeping the life planning work alive after the
    initial EVOKE process.

“Fabulous discussion of how to integrate Life Planning into a Financial Planning and Wealth Management business. Very useful insights into how to run this type of business. A big shout out to Lisa Kirchenbauer!” Anonymous

December 18, 2017 Monday 12 noon (EDT)

Louis Vollebregt

Getting the Most Out of the Life Planning for You Website

The Life Planning for You website has many features for both clients and planners. We will discuss the advantages of using the website over paper forms, review the website’s capabilities, discuss ways to incorporate the website when working with clients, and field any technical questions about the website.

  • How to specify your own custom brand, including custom logo, design elements, content, and bio, to make the Life Planning for You website work seamlessly with your own online brand.
  • How to create multiple brand variants to serve different kinds of clients.
  • How to add and remove clients from the website
  • How to assign specific parts of the EVOKE process to clients, and how to include EVOKE exercises hidden from generic users.
  • How to view client information, including details and summaries, and how to add to or modify information when needed.
  • Other special features for planners including reports, the ability to share clients with other planners in your practice, and more.

Cohosted by:  Joel Gluck and Louis Vollebregt

“For those of us doing life planning, how we manage and access the intake info from our clients is an important part of the process. I learned how the Life Planning For You website can be an extremely useful tool in that regard. I plan on integrating its use for our firm’s process as a result.”           Anonymous

Hosted by Kathy Lubar

Rescheduled January TBD

Mindfulness and Somatic Awareness:  A Practice to Deepen EVOKE
We will explore how to use mindfulness and the wisdom inherent in our bodies to deepen our listening and empathy. We will briefly review a history of the mindfulness movement and the benefits of mindfulness, including the latest discoveries in neuroscience research. We will then learn a somatic awareness and mindfulness practice and explore how to use this tool to listen for emotions and core values in order to build more meaningful and lasting relationships with clients. This will be particularly valuable for Exploration but will be useful throughout the EVOKE process.

Hosted by George Kinder

Rescheduled February TBD

How the Skills of Life Planning Build a Golden Civilization –Drawing from Georges new book, A Golden Civilization, we will deepen our understanding of how EVOKE works both in our practices and in our communities. And in particular how it delivers freedom.