Upcoming training & events

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!

Thu 13 Aug 2026

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

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

Thu 10 Sep 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 15 Sep 2026

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

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

22 - 27 Sep 2026

1 week, 5:00 PM - 1:00 PM

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

27 - 28 Sep 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.

Fri 2 Oct 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.

Thu 8 Oct 2026

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

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

Fri 9 Oct 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 9 Oct 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!

26 - 30 Oct 2026

1 week, 9:00 AM - 5:00 PM

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

8 - 13 Nov 2026

1 week, 5:00 PM - 1:00 PM

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

Mon 9 Nov 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 10 Nov 2026

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

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

18 - 19 Nov 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.

18 - 19 Nov 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.

Fri 20 Nov 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.

26 - 27 Nov 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 8 Dec 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!