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.
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
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.
We all want similar outcomes from our development efforts — faster time to market, strategic alignment, and predictable delivery of products and features customers actually want.
The secret sauce lies in “Big Room Planning”: real-time, collaborative release planning in which you create realistic roadmaps that hit important milestones and maximize value to customers. Hear how Rally customers around the globe have launched programs in as little as three months.
This session will consider the role of the Paraplanner, how it has evolved and why it is now an essential component of a Financial Planning business. With firms facing higher costs, lower and different shape revenues, greater efficiencies need to be found within the business and within the delivery of the service to the clients.Read more >
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.
Bring visibility, accountability and what-if scenario analysis to workforce planning.Read more >
Join us for an exclusive event to learn how Oracle’s best-in-class supply chain planning solutions enable companies to improve supply chain efficiency, streamline and optimise maintenance operations by proactively managing supply chain events.
Don’t miss this chance to learn how you can:
• Improve predictability of unplanned maintenance
• Proactively plan for supply chain events
• Optimise maintenance planning process
• Orchestrate agile operations
• Reducing overall cost of asset maintenance operations
Register now to find out how you can improve supply chain efficiency in asset maintenance operations with Oracle supply chain planning solutions.
Michael S. Finke explains how you can analyze your client interactions and learn to build upon your relationship skills.Read more >
In this session we will take estate planning apart and show when and where a testamentary trust, a SMSF and a Will come in handy. Presesnted by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and tax and estate planning expert - this hands on session will provide some unique insights into estate planning structures.Read more >
Many feel that financial planning and investment management are uneasy companions within a financial planning firm.
Lee Robertson, CEO of Investment Quorum, outlines why they decided to combine both elements of wealth management to the overall benefit of his clients, his advisers and his firm.
In this webinar, you will learn:
· The problems encountered leading to a rationale which combines financial planning and investment management
· The journey to becoming investment managers
· The Investment Quorum proposition
· The benefits for clients, advisers and the firm
· Key issues for consideration
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