Upcoming training & events

Thu 16 Apr 2026

1:00 PM - 1:40 PM (40 minutes)

Learn what life planning can do for you and your client relationships. We'll cover frequently asked questions about our coursework, where to begin, and what to expect from our training program, followed by a Q&A for anything we missed!

Tue 21 Apr 2026

11:00 AM - 12:30 PM (1 hour 30 minutes)

Learn how to sharpen and strengthen your life planning skills and fine-tune putting the EVOKE process into your practice via peer support and one-to-one mentoring.

27 - 30 Apr 2026

4 days, 10:00 AM - 7:30 PM

Learn how to collaborate with clients to bring about their best and most meaningful lives by doing more than just dispensing advice.

Fri 8 May 2026

1 day, 9:00 AM - 5:00 PM (8 hours)

Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.

Fri 8 May 2026

1:00 PM - 1:40 PM (40 minutes)

Learn what life planning can do for you and your client relationships. We'll cover frequently asked questions about our coursework, where to begin, and what to expect from our training program, followed by a Q&A for anything we missed!

Mon 11 May 2026

1 day, 9:00 AM - 5:00 PM (8 hours)

Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.

Mon 11 May 2026

1 day, 9:00 AM - 5:00 PM (8 hours)

Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.

Tue 12 May 2026

1:00 PM - 3:00 PM (2 hours)

Gain insights on specific topics related to implementing life planning into your practice.

1 Jun 2026 - 1 Dec 2026

27 weeks, 11:00 AM - 12:00 PM

Learn how to sharpen and strengthen your life planning skills and fine-tune putting the EVOKE process into your practice via peer support and one-to-one mentoring.

Wed 3 Jun 2026

10:00 AM - 12:00 PM (2 hours)

Gain insights on specific topics related to implementing life planning into your practice.

8 - 9 Jun 2026

2 days, 9:00 AM - 5:00 PM

Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.

Tue 9 Jun 2026

1:00 PM - 1:40 PM (40 minutes)

Learn what life planning can do for you and your client relationships. We'll cover frequently asked questions about our coursework, where to begin, and what to expect from our training program, followed by a Q&A for anything we missed!

Thu 11 Jun 2026

10:00 AM - 12:00 PM (2 hours)

Gain insights on specific topics related to implementing life planning into your practice.

Tue 23 Jun 2026

1 day, 10:00 AM - 6:00 PM (8 hours)

Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.

2 - 3 Jul 2026

2 days, 9:00 AM - 5:30 PM

Learn how to guide clients to discover what drives their relationship to money, and how to change those dynamics to create greater, more meaningful lives.

Tue 7 Jul 2026

1:00 PM - 3:00 PM (2 hours)

Gain insights on specific topics related to implementing life planning into your practice.

Tue 14 Jul 2026

1:00 PM - 1:40 PM (40 minutes)

Learn what life planning can do for you and your client relationships. We'll cover frequently asked questions about our coursework, where to begin, and what to expect from our training program, followed by a Q&A for anything we missed!

Wed 12 Aug 2026

1:00 PM - 1:40 PM (40 minutes)

Learn what life planning can do for you and your client relationships. We'll cover frequently asked questions about our coursework, where to begin, and what to expect from our training program, followed by a Q&A for anything we missed!