Wisdom of Wealth
Retirement Life Planning Workshop
May 16, 2008
8am to Noon
Wisdom of Wealth Retirement Life Planning Workshop
Led by Lynn Shepherd, Life Coach and Certified Financial PlannerTM, this unique WOW Workshop
provides a rare opportunity to combine the heart and science of financial life planning for retirement.
In a rapidly changing world, the most critical skill you can learn is that of making wise decisions about money. For
yourself, your clients, your loved ones.
Lynn has brought together a group of experts who will provide clear solutions to complex retirement issues as they guide and
inspire you to preserve wealth. Come for both professional and personal insight. (CLE and CPE applied for.)
May 16, 2008
8am to Noon
Come listen as our speakers share their wisdom about critical retirement life planning skills you need to prepare for
retirement.
Lynn Shepherd, CFP® of Women of Wealth, LLC
Money & Meaning, a Guide to Understanding & Preserving Wealth in Retirement ~ Avoid the 5 Top Retirement Planning Mistakes People
Make
Ryan Harding, Harding, Harding & Associates, Inc.
Simplifying Long Term Care and Medicare Planning Options (approved for 1 hour CPE)
Richard Arnold of Day-Ketterer Attorneys at Law:
Certified Elder Law Attorney presents the latest in Estate Planning solutions
Rose Sloat and Darryl Doane of The Learning Center
Understanding Generational Differences: Develop communication skills by understanding and respecting the generational differences that exist
today. Great for communicating with elderly clients and loved ones.
For more information, contact Lynn Shepherd.
NOTE: CLE and CPE credit has been applied for.
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