Posted by on November 15, 2018
Mackenzie and Christina spent November 4th - 6th in Miami, Florida, where they attended The Kinder Institute of Life Planning’s 2-Day Workshop: The Seven Stages of Money Maturity.
The conference was held at the Miami Marriott Biscayne Bay. Mackenzie and Christina learned more about how they can help their clients discover freedom and financial security. This workshop in particular works with advisers to improve their individual listening and relationship skills – as well as helping to define the difference between a life plan and a simple financial plan.
