Links Between Money & Emotion, Your Health & Your Future
10/14/2010 - 10/15/2010
A presentation on Life Planning featuring James A Weiss, Registered Life Planner™ (RLP) through the Kinder Institute and Managing Partner at Weiss & Hale Financial.
Thursday, October 14, 2010
5:00 p.m. – 7:30 p.m.
Day Kimball Hospital
Private Dining Room (First Floor)
Light Dinner Included
Jim will guide you through several compelling worksheet exercises using George Kinder’s 5-step process called EVOKE. George Kinder authored the best-selling book, The Seven Stages of Money Maturity. Jim will walk you through a fascinating process to explore how money might be affecting your thinking, your outlook and your health, and how you can best work toward achieving your goals. For more information on George Kinder, visit www.kinderinstitute.com.
Jim has more than 25 years experience helping individuals, families and organizations create solutions for their financial challenges and dreams. He holds an Accredited Asset Management Specialist designation from the College for Financial Planning and is a Registered Life Planner™. Jim Weiss is managing partner at Weiss Hale & Financial LLC*, 697 Pomfret Street, Pomfret Center, CT 06259. He can be reached at (860) 928-2341.
*Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.