In-Person is Back!
Join us for The Seven Stages of Money Maturity® 2-Day Training!
An #XYPNLIVE Pre-Conference Event
Guide your clients to discover and deliver their lives of greatest meaning.
Dive into the psychology of money through listening exercises and illustrative storytelling of the Seven Stages philosophy.
Would you like to see much more follow through on your carefully crafted financial planning advice?
This 2-Day course helps planners understand the actual drivers and biases around money and the innocent/habitual messages on which clients base their financial decisions. After going through a series of listening exercises and illustrative storytelling of the Seven Stages philosophy, you’ll be able to recognize the signs of each of the stages and how to best support your client’s unique situation. Graduates find themselves to be better listeners and better equipped to deeply understand their client’s and their own money drivers and biases. The course introduces the EVOKE® Life Planning methodology as a framework for prompting open-ended conversations that help you know your client and how they ascribe meaning to money. EVOKE® is a signature series of meetings that help you guide clients to discover and live into their lives of greatest meaning.
A companion to George Kinder’s book, The Seven Stages of Money Maturity, which pioneered the financial life planning movement over 20 years ago, this is a course that benefits you both personally and professionally to become more independent and assured in your relationship with money. Use the Seven Stages to control money’s purpose instead of it controlling you.
Provides 10 CFP® CEUs
Here’s What XYPN Members are Saying About Our Trainings
“The 2-Day Seven Stages of Money Maturity® Training was inspirational and meaningful on so many levels.”
“This training has been so beneficial and inspiring both personally and professionally. I’m so grateful for the experience. And I’m excited to put into practice what I’ve learned.”
“The Seven Stages of Money Maturity® Training was incredibly valuable; George Kinder and his Life Planning work are such a gift to our profession.”
Kinder Institute Founder George Kinder and Communications Director Lora Woodward Discuss Life Planning with XYPN Radio Host Maddy Roche
Course Topics
- Seven Stages Overview
- Innocence
- Pain
- Knowledge
- Understanding
- Vigor
- Vision
- Aloha
- Inner Listening Exercises
- Experiential Practice with a Partner
- How to facilitate Kinder Institute’s Life Planning Exercises
- Three Questions
- Heart’s Core Grid
- Ideal Day/Week/Year
- Goals for Your Life
- EVOKE® Life Planning Tie-In
Kick off Your #XYPNLive Experience with The Seven Stages of Money Maturity® Training Pre-Conference Event
Provides 10 CFP® CEUs
Date: October 7 – 8, 2022
Times: 9:30am – 6:30 pm MT (Friday); 8:30am – 5:30pm MT (Saturday)
Location: Denver, CO
Special Pricing: Sign up by August 7, 2022 and receive the early bird discount of $945. Standard rate $1095 applies after that date. ($100 off public rates.)
Course will be lead by Kinder Institute Trainers:
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Mary Zimmerman, CFP®, RLP®
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Scott Frank, CFP®, CFA, RLP®
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Cristina Livadary, CFP®, RLP®
Scott Frank on XYPN Radio
Cristina Livadary on XYPN Radio
