As a Certified Financial Planner® professional and with a financial industry background spanning more than 35 years, Gary will tap into his extensive knowledge and skills to deliver customized, results driven presentations for your meeting, workshop or conference.
He provides attendees with actionable processes, constructive ideas and time-tested solutions for making the emotional, lifestyle and financial transitions to a new life. His practical messages for how to live an amazing, authentic life in retirement are well received.
Gary will assist attendees with:
- Getting emotionally ready to retire
- Reconnecting with his or her meaning and purpose
- Building a new, balanced, and well lived lifestyle
- Understanding Social Security options
- Reviewing of the financial pitfalls in retirement
A few of Gary’s recent presentations:
- The Rite of Passage – Steps to Your New Retired Life
- A New Vision of Retirement – Your Ideal Plan for Work and Leisure
- The Six Transitions of Retirement – Navigating Your New Realities
- Optimizing Social Security Benefits
