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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®, 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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Certified Money Coach |
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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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| Why
Webinars? |
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You learn from the
comfort of your own computer at home or at work |
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All programs are live and
invite your participation and that of your life partner |
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You’ll avoid travel time
and expense |
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There are no traffic or
parking hassles |
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The food & drink may
be just what you like |
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You won’t disturb the
class or facilitator if you need to take a “personal break” |
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Interactive multi-media
with live talk, e-chat, Q&A, other website visits, e-polling & more |
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| Registrants Receive These
Benefits: |
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Live sessions conducted
by trained and experienced facilitators |
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E-mail updates about new
webinars and updated materials |
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Our quarterly Financial
Life Planning™ newsletter |
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Easy
registration and payment over secure internet connections |
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A variety of dates and
times—complete a course at your own pace |
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A
new series will start every month — you just need to take the classes in
order, |
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as each class builds upon the prior ones.
New series will be added as needed. |
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Invitations to special
speakers, authors, and others who may use our webinar |
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service to share information with webinar
participants |
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| CURRENT
COURSE OFFERINGS |
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Click on Each for a Full
Course Description |
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Designing
Your Life in Retirement: A Guide to Planning Your Future |
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The
Enhanced Lifestyle Planner: Organize Your Thinking |
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and Expand Your Goals |
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Coming Soon:
"Managing My Life" Workshops! |
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Info at www.PlanningForLife.info/mml.htm |
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NEW!!! 1-Hour CE Course for CA Attorneys, CFP®
Certificants: |
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CLUs and ChFCs (PACE Credit) and CPAs |
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Understanding Your Clients'
Relationship With Money |
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| Human
Resources & Employee Benefits Professionals |
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us about customized educational web-based seminars |
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| and workshops for your employees at
special group rates. |
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Minimize “downtime” |
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Maximize participation |
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Reasonable pricing |
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A variety of topics |
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No catering worries |
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No facility logistics |
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Avoid multi-topic
"brain-cram" |
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No facilitator travel or
lodging expenses |
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Company-specific topics
involve your participation |
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| Employees
only need an internet connection and |
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| simultaneous
access to a telephone for a toll-free call. |
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| Fellow
Financial Services Professionals |
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| We only desire to educate your clients about important life and
retirement planning transitions. Your clients will come back to you with
clarity of focus and ready to take action. You won’t lose clientele to
another planner who seeks to do business with them. We pledge to you no
solicitation nor acceptance of planning engagements from clients you refer to
us for our courses. Let us meet your outsourcing needs! It's a cost-effective way of enlightening
your clients. |
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| Click Below on the classes for each day to go to the
registration page for the course. You pay in advance for the full course of
classes, then reserve seats for each class by sending an e-mail to us using
the link below. Please use "Reserve a Webinar Seat" in the Subject
Line. Thanks! |
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| Seat reservation period
ends three days prior to each class in the |
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| course to allow for
material distribution and your class preparation. |
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| To reserve a seat, send
an e-mail to us at: Shags@PlanningForLife.info |
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| NO
CLASSES SCHEDULED AT THIS TIME…PLEASE CHECK BACK SOON |
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Understanding
Your Clients' Relationship With Money |
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This program is now open
for registration -- No Seat Reservations needed. |
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| February
2009: We are in the process of expanding our Public Webinar |
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| schedule
as we add integrate CE Webinars for CFP® professionals into |
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| our
calendar. Please check back soon, or, to get on our mailing list, |
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| please click here to send
us an e-mail: Shags@PlanningForLife.info |
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| Thanks
for your interest in our public Webinars. |
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| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
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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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| This Web Site Hosted by Networks Online, Inc., a
full-service internet provider. |
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| Last
Updated February 2, 2009 |
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