XYPN LIVE 2024 Post-Con

Life Planning Mastery

Friday, October 18 | 9am – 5pm EDT

Students sitting in two rows, facing each other and talking to the person across from them. All are casually dressed and fully engaged with their partner.

Provides 8 CEs for RLP® professionals.

Presented by Scott Frank, CFP®, CFA, RLP®

Minneapolis, MN

Life Planning Mastery is a one-day seminar for Kinder Institute of Life Planning’s EVOKE® training graduates and Registered Life Planner® professionals that connects you to our trainers and other practitioners seeking to deepen their knowledge and skillset. This program highlights the latest teaching principles, lets you practice your life planning skills with colleagues, gives you opportunities for feedback from peers and trainers, and will reinvigorate your life planning practice (and life plan!). Feel more connected to the Life Planning community dedicated to building client-centered practices.

$495
(Receive 10% off the course fee when you use promo code XYPNLIVE2024)

Register

Course Breakdown

  • Welcome
  • Inner Listening
  • Review E, V, & O with current best practices 
  • Dyads on E, V, or O; to be determined by the group – What do they want to focus on?
  • Lunch
  • Dyads on another meeting not covered in the morning session
  • Practice Management
  • Where do we go from here?
This Life Planning Mastery is all about practice, practice, practice.  Practicing with and in front of your peers will help you deepen your skills and create connections with like minded peers. Whether you are looking to deepen your practice or come back to it, this is the session for you. I hope to see you there! – Scott
"I can't wait to spend another day with other Registered Life Planners. It is a terrific community. A periodic refresher is key to staying sharp and amping up our own torch."
Person looking directly forward, smiling, wearing a dark blue collared blouse.
Rosemarie McKinnon, CFP®, RLP®
Consultant at IG Wealth Management

Meet The Presenter:

Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA that helps families and professionals align their money with life. He is passionate about pursuing a life-long learning model in order to best serve his clients and holds the Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), and Registered Life Planner® (RLP®) designations. Scott was named to Investment News 40 under 40 in 2019 and has contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, the Washington Post, and USA Today. When he’s not helping clients pursue their financial goals, you’ll find Scott co-hosting, Real Personal Finance, where he and another financial advisor break down listener’s personal finance questions into easily digestible answers, training advisors the EVOKE® process at Kinder Institute of Life Planning, surfing, or hanging out in Cardiff, where he lives with his wife and two boys.

Person wearing plaid blue and white collard shirt, looking directly forward, smiling, and leaning against a white brick building.
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