Event Venue/Locations/Directions


5-Day Life Planning Training

Event Location

The Warren Conference Center & Inn

529 Chestnut Street, Ashland Massachusetts 01721

www.warrencenter.com

Event Preparation

Refer to the preparation page below

Kinder Institute

Contact

Maryellen Grady at Maryellen.grady@kinderinstitute.com;
1-978-386-8053

Maryellen.Grady@kinderinstitute.com

Schedule of Events

• Please plan to arrive in time to check in and join the group at 5pm for a meet and greet gathering. Dinner will be served at approximately 6 pm.

• Please see the general agenda in this document for a more detailed schedule.

• Participants are expected to share all meals together.

• Typically there are one or two evenings of group work or facilitation and a couple of evenings of working with your Life Planning partner.

Meals:

Meals are included with the room charge and will be served at the Warren Conference Center.

Please advise us of allergies or special dietary needs; we will make every effort to accommodate you.

Transportation:

Driving Directions

Directions from airport to hotel to conference center: https://goo.gl/maps/asynV

For map and directions click here >> www.warrencenter.com/directions.html

Logan International Airport (BOS) in Boston, MA 

Manchester – Boston Regional Airport (MHT) in Manchester, NH

Knights shared shuttle service can transport you from Boston to Ashland. 800-822-5456 (Tell them Lynn from Warren Conference Center sent you)

Accommodations 

The Warren Conference Center & Inn (Kinder Institute will make all room arrangements)

529 Chestnut Street, Ashland Massachusetts 01721

  • Meals will be at the Warren Conference Center
  • Single room and board charges are $275.00 per day (including taxes)
  • Shared room and board charges are $250.00 per person, per day (including taxes)

The Kinder Institute will make all room arrangements.  You will be asked to provide a credit card upon arrival at the conference center.

Preparation

5-Day Life Planning Training

Please complete as much as you can of the following items:

  • Read Kinder’s textbook on Life Planning called Lighting the Torch. Available from Kinder Institute upon registration of class.
  • Re-read Seven Stages of Money Maturity; or, if you’re pressed for time, focus particularly on Chapter 7 “Understanding: The Deep Heart’s Core”. Available at Amazon.com.
  • Please prepare a net worth statement and personal budget and bring it with you.
  • Please complete the following exercises on the Kinder Institute’s www.lifeplanningforyou.com website. Then print a PDF of your completed worksheets and bring to the training. You will be using these exercises throughout the training.
  • Click on the link in the upper right-hand corner “Click to log in or register” and follow the registration process.
  • Go to www.lifeplanningforyou.com and register to create an account.
  • Complete pages 1-9 of the EVOKE Wizard and pages 1-9 of the Ideal Schedule Wizard. You can also use the menu to navigate to the following pages:

1. EVOKE > Vision > The Three Questions

2. EVOKE > Vision > Heart’s Core Grid

3. EVOKE > Vision > Goals For Your Life

4. Resources > Ideal Schedule – Please complete: Ideal Day, Week & Year and Current Day, Week  and Year

  • Print out your exercises using the PDF Tool on the Summary pages for each set of exercises below

1. EVOKE > Summary > click PDF Button “Create PDF to Print or Email”

2. Resources > Ideal Schedule > Summary > click PDF Button “Create PDF

to Print or Email”

3. When PDF dialogue box opens click Open

4. Once the PDF file opens click File > Print to print a copy to bring to the training. If you would like to save the PDF for your records click File >Save As

5. If you want to make edits to your EVOKE Worksheets simply login, make your edits and then use the Summary > Print PDF button to print out your worksheets again.

 General Agenda

5-Day Life Planning Training

Evening:

Gathering                  5:00 pm

Dinner                        6:00 pm

Evening Session       7:00 – 9:00 pm

Full Days 1-4:

Breakfast                   7:30 – 8:15 am

Morning Session     8:15 – 8:45 am

Lunch; break           1:00 – 2:00 pm

Afternoon Session   2:00 – 6:30 pm (with 15 minute break midway)

Dinner                       6:30 – 7:30 pm

Day 6:

Breakfast                  7:30 – 8:15 am

Morning Session     8:45 – 12:30 (with 15 minute break midway)

Note:  Most evenings there will be homework/action plans,
work in pairs, or an evening session.

  • **Please dress comfortably
  • Participants are expected to share all meals together
  • Typically there are one or two evenings of group work or facilitation and a couple of evenings of working with your Life Planning partner.