The Enhanced Lifestyle Planner: Organize Your Thinking & Expand Your Goals

This two part, two-hour workshop takes you through an assessment of your strengths, transferable skills, feelings about your work environment, and more as you face your next career transition. It incorporates a unique personalized report called the "Enhanced Lifestyle Planner" which can help you:

* - Understand what motivates you

* - Realize that you have considerable inner strengths and skills which you can use in your current and future jobs

* - Overcome some of your concerns about aging

* - Set for yourselves long-term and short-term inspiring goals in all aspects of your lifestyle

* - Learn to balance more effectively your personal & professional life

* - Bring more meaningfulness into your life

* - Become more confident, better motivated, and consequently more productive , and

* - Develop a more up to date and accurate financial plan

How does it work?

In a live internet-based workshop, you'll learn about lifestyle issues and how they affect the financial planning process and complete a comprehensive questionnaire during the first one-hour session.

We then meet again within two weeks for the second one-hour session to review your individual Enhanced Lifestyle Planner reports and the related handouts, then show you how to begin to create an action plan based upon observations made as a result of the prior exercises.

The "Enhanced Lifestyle Planner" report is then used to clarify your future income and expenses as they relate to the transitions you face in life. If and when you work with a financial planner, the ELP report becomes a blueprint from which you can create a framework for financial decision making.

For a link to a more detailed description of the course, our current course offerings & schedule, and special guest programs, please visit us at:

IMPORTANT NOTE: The posted date and time was selected simply to get this information page posted to the internet.ACTUAL SESSION DATES AND TIMES are available from our website at the link above. The sessions are offered at the same time of day for the course, with the first session during one week and the second session during the next or following week, depending on the facilitation schedule. Additional sessions will be added as each one fills up. There are a maximum of 45 participants at each session, and seats are reserved on a first-come basis. This course must be taken as the series of two sessions in sequence.

All classes are one hour in duration, though we allow 75 minutes for the call - 5 minutes of welcome and introduction, plus 10 minutes for extended questions and answers. All feature live, interactive discussion and a web-based slide presentation, along with visits to outside websites of interest, instant polling, and more. You'll need a phone line with access to a toll-free number, as well as a simultaneous internet connection.

Presented by Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP, a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Planning Counselor, Certified Retirement Counselor and Certified Enhanced Lifestyle Planner with over 25 years of experience in retirement planning. A past president of the International Society for Retirement & Life Planning, he presently serves on the national board of the Association for Financial Counseling and Planning Education. "Shags" -- as he is commonly known -- is president of Planning For Life, a holistic life transition, life planning and retirement education company.

Using materials developed and licensed by:

Name Price
"Referred" Rate $85
Standard Rate (Non-Referred) $100

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