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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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| Programs
& Workshops We Offer |
Where Blue Text Appears, Click the Hyperlink! |
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| Planning
For Life offers Life Transition, Life Planning and Retirement |
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| Education
programs on a one-on-one basis, in small groups, in workshops, |
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| and
via the internet (for all group sizes up to 50). |
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| Money
Quotient™ Tools & Workshops |
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| Planning
For Life is a licensee of tools and workshops from Money |
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| Quotient
Inc. a financial education and communications company that |
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| specializes
in a holistic approach to lifetime money management and |
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| retirement
preparation. One-on-one sessions and
Workshops are |
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| available
to you through this arrangement, as well as Webinars. |
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• Designing Your
Life in Retirement: A Guide to Planning Your Future |
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• No Rules Retirement: New Perspectives for
Midlife & Beyond |
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• Measure & Raise Your Money Quotient
Assessment and Workbook |
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• Life Transitions Survey and Customized
Workbook |
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| Click Here to learn more about Money Quotient™ Tools and
Workshops |
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| Managing
My Life Wellness Programs |
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| The
Managing My Life Wellness Programs help people take better |
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| charge
of their personal and professional lives. As a member of the |
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| Network
of Licensed Managing Managing My Life Professionals, |
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provide directly or through members in the Network: |
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• Access to eight high quality, user friendly
and proven wellness- |
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oriented programs which have been used
with more than |
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100,000 individuals in North America, |
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• One-on-one coaching services, teleclasses,
web-cast sessions and |
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on-site workshops around the content of
the program materials, |
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• Consulting services to assist you during
the implementation of the |
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Programs on your own. |
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| Click Here to learn more about the Managing My Life
Wellness Programs |
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| The
Enhanced Lifestyle Planner© (ELP) |
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| Planning
For Life provides clients with a unique perspective on their |
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| Retirement
Lifestyle or Work Life Balance with the Enhanced Lifestyle |
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| Planner©
(ELP), a great tool for better defining your "map of intention." |
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• The ELP program allows you to make
affordable plans for a future |
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that is based on what matters to you. |
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• The program is delivered via a web-based
questionnaire, a group |
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workshop or optional individual coaching.
Life partners are |
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encouraged to get involved to maximize
value. |
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• The ELP provides a life/work balance
assessment and planning |
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for those seeking more meaning and
balance. |
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• Lifestyle planning workshops or individual
coaching sessions are |
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available to facilitate a confident
transition to working with your |
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company in a less formal way, for boomers
in active retirement or |
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valued employees withing to shift towards
part-time or flex-time. |
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• As a Certified Enhanced Lifestyle Planner,
I will help you to better |
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understand the myriad ramifications of the
choices you have made |
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and encourage you to ensure that your
other planning takes into |
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account these lifestyle choices. |
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| Click Here to learn more about The Enhanced Lifestyle
Planner© (ELP) |
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| Planning
For Life offers its programs LIVE over the internet through our |
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| Webinars. Please click the banner above to see our
current offerings and |
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| schedule
of online events. Learn from the
comfort of your own computer! |
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| Planning For
Life •
1851 Glenhaven Ave. • Walnut Creek, CA 94595-2320 |
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| OH: (330) 727-0444
• CA: (925) 949-3938 |
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| 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 Board’s
initial and ongoing certification requirements. Click here to visit their website. |
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