Professional Education Workshops


Benefits for Financial Advisors,
HR Staff, and Social Services
Professionals

  • Increase your Social Security
    and Medicare knowledge
  • Learn expert answers to client
    questions
  • Gain access to handy
    reference resources you can
    immediately use
  • Understand the psychology of
    the retiring client—the losses,
    the stresses, and the
    opportunities
  • Debunk client myths
  • Unify scattered facts
  • Finally understand the vital
    programs that form your
    clients’ retirement foundation
Thinking Retirement
Finally!  Continuing education sessions that really shine!
Let’s face it.  Continuing education can be drudgery...or a transforming
experience. I promise an informative, memorable, and—yes—fun session for
your professional association or colleagues.

Regional reach
Live workshops are available in the Puget Sound area.

Curriculum
These days, with Boomers planning and entering retirement, you need quality
information on Social Security and Medicare. It’s time to get a step ahead of your
Boomer clients, from the basics to advanced planning concepts. See my
speaking topics and fees.  

Professional education credit
Social Security and Medicare workshops have been approved for CE credits for
FPA and NAPFA, and for CPE credits for AICPA.

Impact
My workshops have engaging visual aids, an interactive style, and (of course)
clear, dynamic delivery.  Participants take away knowledge and techniques they
can apply in practice right away.  

First-rate Quality
My workshops strive for the highest quality.  Past participants have been thrilled
by the content.  Don’t take my word for it.  
Visit the testimonials page to see what
participants and hosts are saying.

Unequaled experience
My background has uniquely prepared me for your event. I’ve worked with retirees
and pre-retirees since 1977.  I’ve authored books and professional courses on
Social Security and Medicare.  I’ve led professional education sessions
nationwide with rave reviews for over two decades.
See my bio.

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

Questions or booking
Please contact me.