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| Steven S. Shagrin
Company |
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| Money Coaching and Personal Finance 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®, RLP®, CMC® |
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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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Registered Life Planner® |
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Certified Money Coach (CMC)® |
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Helping you identify and eliminate the
obstacles that keep you from |
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being where you want to be with
respect to your money life. |
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| Programs & Workshops We Offer |
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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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via the internet (for all group sizes up to 25). Below are just a few of |
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current offerings. Customized programs
are available as well. |
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| Money
Coaching Institute Workshops |
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| The Money Coaching Intensive is a very powerful and
transformative workshop. In this workshop, you will come to understand your
hidden money patterns and beliefs, and overcome obstacles that have prevented
you from experiencing a more fulfilling and prosperous life. During the
workshop, you will learn and experience many of the tools and techniques used
in Money Coaching that are changing the lives of many around the world. |
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| There
are several other workshops that we provide (through the Money |
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| Coaching
Institute in Petaluma, another one of my ventures), so please |
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the links below for more information.
Click on the logo above for |
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home page of the Money Coaching Institute. |
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| Workshops Held at the Money
Coaching Institute in Petaluma |
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| Workshops Held at my Office in
Pleasant Hill |
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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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to you through this arrangement, as well as Webinars. |
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| All
held at my office in Pleasant Hill, CA. |
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Designing Your Life in
Retirement: A Guide to Planning Your Future |
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Measure & Raise Your Money
Quotient Assessment and Workbook |
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Click the logo above to
visit Money Quotient's website or on the |
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program titles above for a PDF with more
information. |
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| Steven S. Shagrin
Company • 1934 Contra Costa Blvd. •
Pleasant Hill, CA 94523-3034 |
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| Shags@PlanningForLife.info • Cell: (925) 949-3938 |
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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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