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| Financial Wellness, Life Planning & Retirement Education |
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| Lifelong Learning for Adults of Any Age and at Any Life Stage |
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Steven S. Shagrin, JD, CFP, CRPC, CRC, CELP |
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(Better
known as "Shags") |
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CERTIFIED FINANCIAL
PLANNER Practitioner |
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Chartered Retirement Planning CounselorSM |
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Certified Retirement Counselor |
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Certified Enhanced Lifestyle Planner |
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Certified Money Coach |
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Helping you assess and improve your
feelings of financial well-being |
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so you can spend your time and
resources in ways you value most. |
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| Author
and Public Speaker |
Call me about speaking to
YOUR group! |
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| "Understanding
Your Relationship With Money":
Introductory talks being |
| given
to Bay Area organizations such as Rotary & other service clubs, special |
| groups
seeking speakers, and small businesses seeking an interesting program |
| for
their employees. Contact me about
speaking to YOUR group! |
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| "Understanding
Your Clients' Relationship With Money":
A one-hour |
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| Continuing
Education program for attorneys (CA), accountants, CFP |
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| certificants,
CLUs and ChFCs (Pace Credit). Contact
me about speaking |
| to
YOUR group for Continuing Education Credits! |
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| Managing
My Life -- Managing My Money, an e-workbook for the multi-part |
| Managing My Life personal
improvement self-study workbook programs. |
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| Facts
About Retiring in the United States, General Editor of a 777-page book |
| published
December 2001 by The H.W. Wilson Company for reference depart- |
| ments and libraries. |
(Follow this
link & read the preface!) |
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| "Your
Retirement Matters" - a 12-week radio show in Phoenix, AZ and Provi- |
| dence,
RI, featuring guests of national renown and expertise in the myriad facets |
| of
retirement and life planning, 1999. |
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| "Keeping
Fiscally Fit" - a column for Senior News, an independent newspaper |
| with
features for and about seniors, 1987-1995 |
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| The
Metro Monthly, the area's "free press"; contributing author for a
column |
| on
Investments and Retirement Planning, 1993-2005 |
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| "Financial
Planning & Investment Choices", Complete Retirement Workshop, |
| Contributing
Author to a publication of the Bureau of Business Practice |
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| Editorial
Staff, Prentice Hall, June 1993. |
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| "Pre-Retirement
Planning: How to Develop a Workable Spreadsheet", article |
| prepared
for Management Accounting magazine and talk presented to Akron & |
| Youngstown
Chapters, Institute of Management Accountants. Also an article |
| published
by the International Society for Retirement & Life Planning and |
| presented
to the Association for Financial Planning & Counseling Education |
| Annual
Conference, 2001. |
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| "Estate
and Financial Planning" - a 16-week course for employees of RMI |
| Corp.,
Niles, Ohio -- covering the topics of financial planning & investments. |
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| "Pre-Retirement
Planning", programs offered by General Motors Corp. to |
| salary
and hourly personnel -- covering the topics of financial planning and |
| investments. |
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| Speaker
on financial planning and investments at company-sponsored Pre- |
| Retirement
Seminars presented at General Electric, Halstead Industries, |
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| Babcock
& Wilcox, Ford Motor Company, and others. |
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| Speaker
for professional audiences on financial and life-planning topics to |
| the
Institute of Management Accountants, Internal Revenue Service/Youngs- |
| town
State Univ., Mahoning County Bar Association, American Society on |
| Aging,
the International Society for Retirement & Life Planning, the Assoc- |
| iation
for Financial Counseling and Planning Education, the Financial Plan- |
| ning
Association, the Garrett Planning Network, the Canadian Association |
| of
Pre-Retirement Planners, the National Association of Personal Financial |
| Advisors,
and others. |
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| Ask
the Expert for local ABC affiliate station WYTV-33, Mondays on the |
| Daybreak
Show, May 2003-May 2004. |
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| "Planning
For Life" Radio Talk Show, Saturdays, 8 a.m., WHKW 1440 AM, |
| May
through Nov. 2003 |
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| "Planning
For Life" Internet Radio Talk Show on VoiceAmerica.com from |
| June
through November, 2004 |
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| Planning For
Life
1141 Roxie Ln. Walnut Creek, CA 94597-1806 |
| OH: (330) 727-0444
CA: (925) 949-3938 |
| e-mail: Shags@PlanningForLife.info |
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| CFP and CERTIFIED FINANCIAL
PLANNER are certification marks owned by the Certified Financial Planner
Board of Standards, Inc. These marks are awarded to individuals who
successfully complete the CFP Boards initial and ongoing certification
requirements. Click here to visit
their website. |
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