|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Wellness, Life Planning & Retirement Education |
|
|
|
|
| Lifelong Learning for Adults of Any Age and at Any Life Stage… |
|
|
|
|
|
|
Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP |
|
|
|
(Better
known as "Shags") |
|
|
|
CERTIFIED FINANCIAL PLANNER™ Practitioner |
|
|
|
Chartered Retirement Planning Counselor |
|
|
|
Certified Retirement Counselor |
|
|
Certified Enhanced Lifestyle Planner |
|
|
Certified Money Coach |
|
|
|
|
|
|
Helping you assess and improve your
feelings of financial well-being |
|
|
|
so you can spend your time and
resources in ways you value most. |
|
|
|
|
|
| Appointments
and Memberships |
Where Blue Text Appears,
Click the Hyperlink! |
|
|
| Nat'l Endowment for Financial
Education Life Planning Focus Group, 2000 |
|
|
|
| Nat'l Endowment for Financial Educ.
Retirement Planning Think Tank, 1999 |
|
|
|
| Nat'l Endowment for Financial Educ.
Retirement Planning Focus Group, 1997 |
|
|
|
| Who's Who in Finance & Industry, 28th
Edition, 1994 |
|
|
|
| Past President, Int'l Society for
Retirement & Life Planning 1997-2000 |
|
|
|
| Board of Directors-Assoc. for
Finan. Counseling & Planning Ed. 2000-2006 |
|
|
|
| Leadership Mahoning Valley, Class
of 1992 |
|
|
|
| Rotary Club of Girard-Liberty,
OH; President 1990-91, Bd. of Dir. 1988-2005 |
|
|
|
| Rotary Club of
Rossmoor-Walnut Creek, CA; 2005-Present |
|
|
|
| PaineWebber National Retirement Planning
Network 1986-1993 |
|
|
|
| Financial Planning Assoc. -- NE
Ohio Chapter Board of Directors 2003-2005 |
|
|
|
| Financial Planning Association --
Member, East Bay (CA) Chapter |
|
|
|
| Mahoning County Bar Assoc. -- Tax
& Estate Planning Comm. 1983-2005 |
|
|
|
| Mahoning/Shenango Valley Estate Planning
Council (Pres. 1995) 1988-2005 |
|
|
|
| Member of the Nazrudin Project - a
national group of leading edge planners |
|
| exploring and defining a holistic
approach to mapping out life goals then |
|
| creating financial life plans to get
there. |
|
|
|
| Toastmasters
International, Diablo 598 in Corcord, CA and |
|
| Laugh Lovers in Oakland, CA,
2003 - Present |
|
|
|
|
|
|
|
|
|
|
|
|
| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
|
| OH: (330) 727-0444
• CA: (925) 949-3938 |
|
| e-mail: Shags@PlanningForLife.info |
|
|
| 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. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
