We often think of retirement planning in terms of the financial factors that will provide financial security. But a successful and fulfilling retirement experience requires planning and preparation in all areas of life.

In this insightful presentation you will:

• Understand how planning is regarded as an essential tool to preparing for both the challenges and opportunities inherent in the retirement experience
• See how to help individuals to identify retirement lifestyle goals that will guide the retirement planning process and provide a framework for making financial decisions
• Find out if a cutting-edge, live and interactive internet-based educational program may be right for you and/or your group’s needs

Your presenter for this session is Steven S. Shagrin, President of Planning For Life, a holistic life transition, life planning and retirement education company. Better known as "Shags," he is dedicated to providing lifelong learning for adults of any age and at any life stage through his one-on-one meetings, small-group workshops, and distance-learning sessions. He has 25 years experience in retirement financial planning and modeling, and nearly 20 years as a financial consultant. Steven is also an attorney, Certified Financial Planner licensee, Chartered Retirement Planning Counselor^®, Certified Retirement Counselor^®, and an Enhanced Lifestyle Planner. He is general editor of "Facts About Retiring in the United States" (H.W. Wilson, 2001) and author of "Managing My Life: Managing My Money” (Heart & Spirit, Inc., 2006). Steven received his B.B.A. from the University of Miami (FL) and his J.D. from Case Western Reserve University, with an emphasis in tax and estate planning.