【CFA Japan Seminar Announcement】
Title: Life Planning, Mindfulness, and A Golden Civilization / A Golden Civilization Conversation with George Kinder
Date: August 5th (Monday), 2019, 18:30-20:30
Part 1: Life Planning, Mindfulness, and A Golden Civilization (18:30-19:30)
(※ 1 CE Credit is eligible for Part 1 only.)
Part2: A Golden Civilization Conversation with George Kinder (19:30-20:30)
(※ Part 2 is an additional breakout session of "A Golden Civilization Conversation" as part of his speaking package. )
Venue: Room1-2, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo
(For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor.
For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.)
Specialty Focus Areas: Private Wealth Management (CE credit eligible)
Speaker: Mr. George Kinder (Founder & CEO of Kinder Institute for Life Planning)
Fee: CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members：Free, Candidate Non Members: JPY 2,000, Non-members: JPY 3,000
Part 1: Life Planning, Mindfulness, and A Golden Civilization
Advisors are becoming increasingly aware of the importance in understanding not only a client's financial situation, but also how their aspirations and values tie into their financial lives. Hear the "father of life planning," George Kinder, through lecture and experiential exercise, describe how Life Planning delivers an exhilarating and meaningful experience for the client. He'll discuss Life Planning's five phase EVOKE® process and its roots in mindfulness, deep listening, and communication skills to uncover clients' dreams of freedom, and then deliver them. He will close on themes of his latest book, A Golden Civilization and the Map of Mindfulness, including new approaches to economics and democracy and the role financial planners will play.
- Demonstrate the inner listening mindfulness skills required for mastery of all client listening skills.
- Identify the three phases of initial client meetings that develop relationships of trust.
- Describe precise techniques to pinpoint clients most cherished goals.
- Explain how to help clients move from trust to inspired action on their financial plan.
- Apply both active and inner listening skills throughout an engagement.
Part2: A Golden Civilization Conversation with George Kinder
Bring your wildest ideas and most personal values to a conversation about the future. You're invited to a conversation and visioning exercise facilitated by George Kinder, internationally-recognized thought leader and father of the financial Life Planning movement. Imagine a thousand generations into the future there is a Golden Civilization. What does it look like? Feel like? How do people communicate and govern themselves? What does the economy look like? And what can we each do to move towards it right now? Inspired by his latest book, A Golden Civilization and the Map of Mindfulness, these structured conversations are held with groups globally and represent the beginning of a grassroots movement. The conversations are designed to move us through much of the turmoil we find ourselves in by creating a positive vision of civilization's future and action steps to accomplish it in short order. Visit www.AGoldenCivilization.com for more information.
Internationally recognized as the father of the Life Planning movement, George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning after 30 years as a practicing tax adviser and financial planner. He has written six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, one on mindfulness, and an illuminated manuscript of photography and poetry. In his new book, A Golden Civilization and the Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere.