US financial planning expert George Kinder is heading back to the UK again next month to present a special workshop revealing what he believes to the be the "seven stages of money maturity".
Kinder, who has been a practising adviser in the US for 30 years, first gave a preview of this seminar two years ago to delegates attending the Institute of Financial Planning’s annual conference and delivered a method of advising clients about their financial and lifestyle needs which is said to turn “the conventional financial planning process on its head”. This year he is presenting his view of financial planning again on 5 – 6 July in Richmond, Surrey, and suggests “money maturity” is as much about a client’s understanding of the psychological and spiritual issues surrounding attitud...
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