Category Archives: Trainer Spotlights

A Tribute to Ivo, a life planning pioneer and visionary

Posted on August 11, 2022 by Kinder Institute

We are deeply saddened by the passing of former Kinder Institute trainer & life planning pioneer, Ivo Valkenburg. To honor him, we asked a few of our trainers to share their memories of Ivo with our global life planning audience. Continue reading →

Posted in Life planning, Trainer Spotlights | Tagged , , , , , , , , , | Comments Off on A Tribute to Ivo, a life planning pioneer and visionary

Trainer Spotlight: Scott Frank

Posted on May 6, 2021 by Kinder Institute

Scott Frank is a Trainer with the Kinder Institute of Life Planning. He earned his Registered Life Planner designation in 2018 and is the founder of Stone Steps Financial, where he helps clients align their life with their money. He is the host of a consumer-facing financial podcast, Real Personal Finance. This trainer spotlight article shares what Scott has learned about Life Planning and how he came to be a trainer with the Kinder Institute. Continue reading →

Posted in Life planning, Trainer Spotlights | Tagged , , , , , , , , , | Comments Off on Trainer Spotlight: Scott Frank

Trainer Spotlight: Mary Zimmerman, CFP®, RLP®

Posted on February 9, 2021 by George Kinder

Mary Zimmerman CFP®, RLP®, has been part of the Life Planning movement since its early days. As the owner of PATH Financial Strategies, based in Arizona, USA, she uses her skills as a Life Planner to find out what is most important to her clients and builds a financial plan to support that. Mary is a Kinder Institute trainer and can be found leading a 2-Day training, co-leading an EVOKE course, or coaching advisors during the Mentorship Program. We caught up with Mary recently for our Spotlighting Trainers series and here’s what she shared! Continue reading →

Posted in Trainer Spotlights | Tagged , , , , , | Comments Off on Trainer Spotlight: Mary Zimmerman, CFP®, RLP®