Hi [[ session.user.profile.firstName ]]
Sort by:
    • George Kinder on Work-life balance - Life Planning & Mindfulness George Kinder on Work-life balance - Life Planning & Mindfulness George Kinder Recorded: Jan 28 2016 5:00 pm UTC 66 mins
    • The #1 question for people everywhere:
      How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?

      George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

      The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.

      Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

      You will learn:
      1.How to deliver work-life balance to yourself, your clients and your employees
      2.How Mindfulness & Life Planning are key elements to your work-life balance
      3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
      4.Strategies for finding more time to support a good work-life balance

      Can’t Miss Takeaways - You will:
      1.Do the famous GK 3-Questions facilitated by George Kinder
      2.See and receive access to a Free consumer Life Planning website
      3.Receive a Free “Life Planning for You” book by George Kinder
      4.Have access to an audio guide to a daily Mindfulness practice.

      Who should attend?
      Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.

      Read more >
    • George Kinder: Attract Clients with Life Planning on the Web George Kinder: Attract Clients with Life Planning on the Web George Kinder, author Recorded: Feb 9 2015 6:00 pm UTC 45 mins
    • Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
      Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.

      Attendees will learn:
      -To what degree can you computerise the Life Planning process within your own firm and is it advisable?
      -What are the advantages of having it on the web?
      -How to attract clients with web based Financial Life Planning
      -How to ask effective, meaningful questions through technology interfaces
      -Interpret client responses and understand personal communications over the web
      -How to keep the flow of intensive two-way reciprocation using technology

      Read more >
    • Serenity Financial Planning Serenity Financial Planning Serenity Financial Planning Recorded: Mar 9 2013 10:10 am UTC 2 mins
    • Introduction to Serenity Financial Planning. Never before has managing your money and planning your financial future been as important as it is today - but most people find it hard to know where to start.

      At Serenity, we believe that it starts with discovering what’s really important to you in life – whether it’s your family, your business – or even exciting goals that you have for the future.

      Whatever ambitions and plans you have, our proven ‘financial life planning’ services are helping people just like you to better manage their day-to-day finances, to grow and protect their wealth and to get on track so that they really can live the life of their dreams.

      Read more >
    • Bring Agile Planning to the Whole Organization Bring Agile Planning to the Whole Organization Harvard Business Review Recorded: Jan 27 2016 10:10 pm UTC 61 mins
    • Most organizations today say they practice “agile” methods, but that agility typically begins and ends with software engineering teams and doesn’t extend to areas such as finance or HR. Agile processes can be used to help organizations plan, develop their strategies, refine their budgets, and make decisions. Agility provides speed, flexibility, continuous learning, and improvement; it provides resilience in how organizations make decisions.

      If your business effectively uses agile planning in software design, but isn’t yet using it more broadly, join lean evangelist Jeff Gothelf and Harvard Business Review, in partnership with Anaplan, for a live webinar that will explore the organization-wide benefits of agile planning.

      Watch this webinar and walk away with an actionable understanding of:

      How agile planning can be applied to all aspects of business operations, particularly the finance function
      How agile planning can enormously impact the bottom line
      How you can begin to apply agile planning principles and methods across your organization today
      Don’t miss this opportunity to learn how your whole organization can benefit from agile planning.

      Read more >
    • How to look under the bonnet of pension freedom income planning tools How to look under the bonnet of pension freedom income planning tools Andrew Storey, Technical Sales Director, eValue Recorded: Sep 9 2015 2:00 pm UTC 43 mins
    • Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?

      Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.

      eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
      - Why the modelling risks are so important in post retirement income planning

      - The main types of forecast methodology and their limitations

      - What to look out for when choosing your income planning tool

      Read more >