NEMA REGION: NYC Metro Local Group presents Listening, Living and Leading as a Fiduciary: A Conversation with George Kinder
To learn more and to RSVP, visit the NYC Local Group Community Page.
Program Description:
Join us for an interactive Q&A session with George Kinder, widely regarded as the father of the Financial Life Planning movement, as he explores the themes of his latest book, The Three Domains of Freedom. George presents a vision of freedom that unfolds across three scales—the present moment, the individual life, and society as a whole—and shows how financial advisors are uniquely positioned to deliver it.
The conversation will move through all three domains: mindfulness-based listening, the inner discipline of presence and deep attention that allows advisors to truly hear their clients; life planning, the practice of helping clients envision and pursue a life of meaning, purpose, and freedom; and the fiduciary society, George's call to extend fiduciary care beyond individual client relationships to institutions, the economy, and civilization itself. Structured as a moderated Q&A with audience participation, the session is tailored to the needs of fee-only, fiduciary advisors and invites attendees to consider both their craft and their role in the wider world.
Presenter: George Kinder, RLP of Kinder Institute
Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the center of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he founded the Kinder Institute of Life Planning in 2003. His three books on money, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational and essential works in the field of financial life planning, for both professionals and consumers.
In The Three Domains of Freedom, his latest of 12 books, George advocates a sustainable approach for institutions to adopt a universal fiduciary standard. In 2025, the UK Home Office awarded him the Innovator Founder visa to bring Fiduciary In All Things (FIAT) directly into businesses globally through transformative workshops and talks.
George’s client-centered and values-driven money-management philosophies challenge many unexamined assumptions in economics, our approaches to democracy, and our knowledge of our own hearts. He is known for his dynamic presentation skills and “outside-the box” thinking, and inspires audiences everywhere to discover, design, and deliver their greatest values into their lives.
A graduate of Harvard University, George earned the Bronze Medal in Massachusetts on the National Uniform Certified Public Accountant (CPA) exam in 1975 and soon after started his own tax practice in Cambridge, MA. In 1994, he co-founded “The Nazrudin Project,” an influential think tank of national financial advisers dedicated to exploring the human and spiritual aspects of money and personal finance. In 2000, Investment Advisor Magazine awarded him its Portfolio Management Award, which is given to those who have “contributed significantly to the art and science of portfolio management.