Client Workshops
Benefits for Clients

  • Increase client knowledge
  • Turn prospects into clients
  • Deepen client relationships
  • Express client appreciation
  • Ensure loyalty
  • Increase retirement
    confidence
  • Unify scattered facts

Benefits for Employees

  • Retire successfully!
  • Increase benefits knowledge
  • Improve benefits utilization
  • Increase morale
  • Build loyalty
  • Raise productivity
  • Increase retirement
    confidence
  • Unify scattered facts
Thinking Retirement
Retirement education for employees, clients, or other groups is an affordable, high-
impact bonus.  Your employees learn to appreciate and properly use their benefits.  
applauded by all.  Everyone benefits—a true win-win.

Regional reach
Seminars are available in the Puget Sound area.

Curriculum
My technical expertise is focused on Social Security and Medicare.  For speaking
topics and fees,
click here.

Impact
My workshops change lives!  They feature engaging visual aids, an interactive style
with active participation, and (of course) clear, dynamic delivery, all designed
around adult learning theory.  Participants are engaged on many levels to make the
session fun and memorable.  
See videos here.

First-rate Quality
My workshops achieve the highest quality.  Participants are, well, thrilled by the
outcome.  Don’t take my word for it.  
Visit the testimonials page and see what
participants and hosts are saying.

Unequaled experience
My background has uniquely prepared me for your event.  I’ve worked with pre-
retirees and retirees since 1977, and led educational seminars since 1987.  
See
my bio.

Flexibility
Sessions can be tailored to your people.  Your event can be as simple as a brown-
bag lunch or as elaborate as an off-site catered event.

Or...do it as a webinar
The same content is available online for individuals or groups.  See my webinar
page
.

Questions or booking
Please contact me..