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.