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Workshop: Finding Your True Wealth

December 10, 2011

What:  "Finding Your True Wealth"            

 

True Wealth Design will be hosting a workshop with special guest Diane Savage of Goodlife to explore how to plan for and make life after retirement more satisfying.

Diane Savage is an independent consultant and expert in the social and
psychological factors that affect retirement and its attendant financial issues. She
consults with both individuals and organizations interested in planning for the “new”
retirement. Her combination of experience in education, financial services, and
counseling provides a unique perspective on retirement and life planning topics. She
has consulted with a variety of both public and private organizations as well as working
as a senior consultant and national resource for retirement education at Watson Wyatt.
She is a regular writer on retirement issues for The Journal of Financial Planning. She
serves as a resource to media on retirement, communication and aging workers.

Diane Savage is an independent consultant and expert in the social and psychological factors that affect retirement and its attendant financial issues. Her combination of experience in education, financial services, and counseling provides a unique perspective on retirement and life planning topics. She is a regular writer on retirement issues for The Journal of Financial Planning and serves as a resource to media on retirement, communication and aging workers.

Prior to the workshop, you will receive a computer link to take the Life Options Questionnaire.  Upon completion of the Questionnaire, you will be able to print your own personalized report which provides an individualized profile in six basic areas related to retirement satisfaction:

  • Career and Work
  • Health and Wellness
  • Finance and Insurance
  • Family and Relationships
  • Leisure and Social
  • Personal Development

At the workshop, Diane will facilitate an intimate discussion and help you explore in more depth each of the six areas related to retirement satisfaction.  This will help you gain a deeper understanding of how to interpret your report and use it as the basis of a transition plan into retirement.  You will also receive a copy of the book What Color is Your Retirement, which will serve as an on-going guide to continue the work begun during the workshop.

When:  Saturday, December 10, 2011 @ 9:00am - 12:30pm

Where:  3777 Rosemont Boulevard - Fairlawn, Ohio 44333

Cost: $75 per person ($125 for non-clients).  Please bring check payable to Goodlife to the event.

Food & Drink:  True Wealth Design will provide beverages throughout the morning and lunch will be provided .

RSVP:  Please be sure to make your reservation by Friday, November 11th. You can register by clicking the link below or by calling Stacey Stuchal at 330-777-0688.

Space is limited to the first 20 people registered. 

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