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