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ENGAGE 2017


PFP1703 - Implementing Financial Life Planning


Jun 12, 2017 9:05am ‐ Jun 12, 2017 10:20am

Standard: $49.00

Description

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 from the “father of life planning," George Kinder, as well as practitioners who have implemented various life-centric approaches into their practice as they share their processes, techniques, and tools used in this evolving space. The panelists will also share how to develop the skills needed to be successful in this area and the resources they found most helpful along their own journeys.

Speaker(s):

Tags: PFP

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