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Lucette and Nick give presentations and workshops entitled 'Beyond The Dollars  Phase Three Planning'

We use the term Phase Three to describe a time for achieving the highest potential; for example, an education of choice.  Many people will spend more time in Phase Three (after the age of fifty five), than they will in their regular working careers.   We feel it's important to clearly understand the relationship between money and lifestyle in Phase Three of life.

We give ninety minute presentations as well as half day and full day workshops.  We combine financial planning with lifestyle planning in a thought provoking, motivational delivery under six broad categories: Activities; Money; Housing; Wellness; Documentation and; Relationships. 

We provide tools such as Net Worth; Cash Flow Management; The Hexagon of Life and; The Decision Making Matrix that particpants can use to begin planning lifestyle improvements. 

Speaking Experience

Nick has given presentations on Lifestyle Planning to The University of Calgary Haskayne School of Business MBA Alumni Association and to The Canadian Association of Pre-Retirement Planners.  Nick belongs to two Speakers Bureaus and gives regular presentations on Fraud Awareness and Volunteerism.  Nick and Lucette gave presentations on Phase Three Planning to The Alberta Correctional Officers Congress in Canmore, Alberta in 2006. 

Lucette belonged to International Training in Communications and has been giving presentations for fifteen years on subjects ranging from taxation to financial planning.  She has presented to many organizations including the City of Calgary and Bow Valley College. 

Lucette and Nick are available for presentations in September to November time period.     

 

....Planning Pays!
 
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