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FPA/NEO May 18th Breakfast Program
Two one hour presentations:
"Making the New Retirement Work for Your Clients -- and You"
presented by Diane C. Savage, CFP, CRC
"Building a Successful Referral System"
presented by David Levy

Thursday, May 18, 2006 from 8:00 AM to 11:00 AM (ET)

Valley View, OH

Ticket Information

Ticket Type Sales End Price Fee Quantity
FPA/NEO Member Ended $35.00 $0.99
Non-member Ended $60.00 $1.50

Event Details

Diane Savage's presentation on the "New Retirement" offers 1 hour CE and will cover:
    What makes it different; increasing need for qualitative (non-financial readiness) quantitative (financial) planning.

    Identifying the qualitative issues in retirement.

    Providing added value and service to clients through the holistic approach to retirement planning.

    Recent research about what the new retirement planner needs to provide.

    Resources to address the holistic retirement planning model.

Diane Savage consults with both individuals and organizations interested in planning for the “new” retirement. Her combination of experience in education, financial services, and counseling creates a unique perspective on topics such as the psychological/social issues of retirement; financial goal setting; retirement/pre-retirement planning; financial decision-making skills; financial issues for eldercare; money decisions for women; and owning your role in retirement. Her experience includes serving as a senior consultant and resource for national retirement education at Watson Wyatt as well as a project manager for a Successful Aging grant from The Cleveland Foundation.

David Levy's presentation "Building a Successful Referral System" addresses:

    One emphasis of executive coaching and sales training to Financial Planners has been to develop new program for growth. Mr. Levy's referral system is an eclectic compilation from noted experts such as Dan Sullivan, Bill Cates, Bill Bachrach and others.

    Successful referral programs build strong, profitable practices.

    Is there anything wrong with how we currently gain referrals?

    "The more you..." Questions to ask about the referral

    How to make the connection -- Meet and Greet

David Levy, through Corporate Support Services Group, has been a dynamic catalyst for growth strategies that evolve from a behavioral platform. David has set a standard in executive coaching through behavior modifications, such as introspection, eliminating debilitating beliefs, identifying goals, and stress reduction. His clients achieve greater success from identifying behaviors that inspire and motivate.