Mindfulness, Life Planning and a Golden Civilization
Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives.
Hear the “father of life planning," George Kinder, through lecture and experiential exercise, describe how Life Planning delivers an exhilarating and meaningful experience for the client.
He’ll discuss Life Planning’s five phase EVOKE® process and its roots in mindfulness, deep listening and communication skills to uncover clients’ dreams of freedom, and then deliver them.
He will close on themes of his soon to be released book, A Golden Civilization, including new approaches to economics and democracy and the role financial planners will play.
Our seminar begins with registration and lunch on arrival at 12 noon with the seminar presentation commencing at 12.45pm until 2pm followed by a Q & A. The seminar will conclude by 3pm.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.