Kinder Workshops - 2020 ACP Annual Conference

The Seven Stages of Money Maturity® 2-Day Workshop

October 26, 2020 - October 27, 2020
Atlanta Marriott Marquis, Atlanta, GA

Day 1: 8:30 AM - 5:30 PM
Day 2: 8:00 AM - 5:00 PM

Find freedom and financial security by developing clarity and ease around your relationship to money. This 2-day workshop explores how to recognize the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion—and how to address them. Examine beliefs about money that disrupt the advisory process and what to do about it. Learn to inspire your clients to action toward their most profound goals, establish broader and deeper relationships with your clients, and experience the integration of life goals with financial realities.

Early Discount until August 26, 2020: $845
Standard Tuition: $945

Conference attendees and ACP members receive special pricing of $50 off the regular fee when registering for the workshop using this link.

5-Day EVOKE® Life Planning Residential Training

October 30, 2020 - November 4, 2020
Atlanta Marriott Marquis, Atlanta, GA

Begins: Friday at 5:00 PM
Ends: after lunch on Wednesday

Experience first-hand the power of Life Planning to create breakthrough results for yourself and your clients. Learn the 5-phase EVOKE® methodology that empowers clients to discover lives of profound meaning and delivering it in short order. Advisors pair up with partners and develop life plans for each other during the workshop. Participants practice the conversation process and receive personal coaching after each exercise. A half-day is spent on basic client interviewing principles, the dynamics of working with couples and families, and conflict resolution. Another half-day is devoted to practice management guidance related to integrating a Life Planning approach into an existing practice.

Early Discount until August 30, 2020: $4150
Standard Tuition: $4450

Conference attendees and ACP members receive special pricing of $200 off the regular fee when registering for the training using this link.