You're the BOSS. One great way to get retirement life plans completed is to work in groups. 
How do we know how to do this? We have  30+ years of experience in creating seminars

for groups of 10–500 employees , members of associations, faculty and staff at
colleges and Universities, even small groups of 5-10 family members or friends. 
Do you have a group that needs 
to put their personal retirement life plans together? 
We stand ready to deliver hands on workshops, customized to meet your needs. 
(1/2 day, full day in person) 
or via ZOOM if you want to reach multiple locations.