George Kinder heading a panel titled Implementing Life Planning












George Kinder headed a Panel at the PFS in Birmingham. Click here to see to the full panel.

Implementing Life Planning    

Other members of the panel include:

·       Luella Keeley, Moderator

·       Michael Fairweather

·       Justin King

Implementing Life Planning Panel Description;

The panel will be discussing how advisors are becoming increasingly aware of the importance of understanding not only a client’s financial situation, but also how their aspirations, concerns, and values tie into their financial lives. Hear directly from the “Father of Life Planning," George Kinder, as well as practitioners who have implemented various life-centric approaches into their practices as they share their processes, techniques, and tools used in this evolving space. 

The panelists also shared:

·       How to develop the skills needed to be successful in Life Planning.

·       The resources they found most helpful along their own journeys.

Click here to listen to a radio journalist interview George at the event.