Steven S. Shagrin Company
Money Coaching and Personal Finance Education
Lifelong learning for adults of any age and at any life stage…
  Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC®
      (Better known as "Shags")
Chartered Retirement Planning CounselorSM
Certified Retirement Counselor®
Registered Life Planner®
Certified Money Coach (CMC)®
     Helping you identify and eliminate the obstacles that keep you from
          being where you want to be with respect to your money life.
Author and Public Speaker Call me about speaking to YOUR group!
"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!
"Understanding Your Clients' Relationship With Money":  A one-hour 
Continuing Education program for attorneys (CA), accountants, CFP® 
certificants, CLUs and ChFCs (Pace Credit).  Contact me about speaking
to YOUR group for Continuing Education Credits!
Managing My Life -- Managing My Money, an e-workbook for the multi-part 
Managing My Life personal improvement self-study workbook programs. 
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!)
"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.
"Keeping Fiscally Fit" - a column for Senior News, an independent newspaper 
with features for and about seniors, 1987-1995
The Metro Monthly, Youngstown, Ohio area's "free press"; contributing 
author for a column on Investments and Retirement Planning, 1993-2005
"Financial Planning & Investment Choices", Complete Retirement Workshop, 
Contributing Author to a publication of the Bureau of Business Practice 
Editorial Staff, Prentice Hall, June 1993.
"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.
"Estate and Financial Planning" - a 16-week course for employees of RMI 
Corp., Niles, Ohio -- covering the topics of financial planning & investments.
"Pre-Retirement Planning", programs offered by General Motors Corp. to 
salary and hourly personnel -- covering the topics of financial planning and 
Speaker on financial planning and investments at company-sponsored Pre-
Retirement Seminars presented at General Electric, Halstead Industries, 
Babcock & Wilcox, Ford Motor Company, and others.
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.
Ask the Expert for local ABC affiliate station WYTV-33, Mondays on the 
Daybreak Show, May 2003-May 2004.
"Planning For Life" Radio Talk Show, Saturdays, 8 a.m., WHKW 1440 AM,
May through Nov. 2003
"Planning For Life" Internet Radio Talk Show on from
June through November, 2004
education professional
memberships author
programs home
Steven S. Shagrin Company    1141 Roxie Ln    Walnut Creek, CA  94597-1806 •  Cell: (925) 949-3938
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 Board’s initial and ongoing certification requirements.  Click here to visit their website.