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| Active in: USA, Australia, South Africa 69 Lancaster County Rd., Harvard, MA 01451 Telephone:978-456-7971 Fax:978-456-7972 csy@StillRiverRetire.com http://www.AIFLP.org Association for financial advisors, life coaches, and others interested or involved in these processes. Our mission is to promote the integration of financial and non-financial planning, especially (but not exclusively) for older clients. We distribute The Integrative Adviser bimonthly. |
| Designations: CFP,ChFC, CLU Active in: FL 7344 SW 48 Street, Suite 301, Miami, FL 33155 Telephone:305-665-2130 Fax:305-665-3504 ellen@siegelplanners.com http://www.siegelplanners.com We are advisors primarily. to baby boomer women who have come into a sum of money that needs to last them the rest of their life. We work with them to build the most appropriate portfolio, identify the most realistic spending plan, and identify the dreams they have for the second half of life. |
| Active in: USA info@lifeplanningnetwork.org http://www.lifeplanningnetwork.org/ LPN is a community of professionals from diverse fields who share a commitment to providing a broad spectrum of Life Planning services and resources for the Third Age, embodying the energy and power inherent in collective expertise, collaboration, learning and leadership. |
| Active in: DC, VA, MD, USA Available for speaking Telephone:202-483-2660 Ext 4 moneyharmony@cs.com http://www.moneyharmony.com/ Olivia Mellan is a speaker, psychotherapist, money coach and business consultant. She conducts teleclasses for advisors, coaches, counselors and psychotherapists on money psychology; and facilitates 3-day retreats with generations of heirs on maximizing communication and legacy. |
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| Designations: B.Com (Hons), CFP Active in: South Africa 9 Bishoplea Road, Claremont, Cape Town, South Africa Telephone:021-671-3175
Fax:021-671-8133 gavin.vandyk@fiscal.co.za Fiscal provides financial planning followed by investment implementation services. We help clients be clearer about what really matters and what resources are available to them. We have a tradition of long term relationships with our clients, providing practical ideas and suitable investments. |
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| Designations: RFC,CRC,AIF Active in: USA Available for speaking 116 Eagleview Ct., Henderson, NV 89074-0657 Telephone:702 898-4683 ray@sicg.net http://www.sicg.net SICG is a low cost, independent, fee-based wealthcare firm that offers financial planning, investment management and wealth preservation solutions for investors planning for retirement, or currently retired, specializing in constructing and managing investment income programs. |
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| Designations: CRC,CEC Active in: MA 55 Chilton Street, Suite 3, Cambridge, MA 02138 Telephone:617-945-2335 coachmino@comcast.net http://www.careersuccesscoaching.com Mino is a Certified Executive Coach, a Certified Retirement Coach, a 2young 2retire Facilitator and has trained at a variety of specialized coaching institutes. She welcomes your inquiry and invites you to contact her for an exploratory telephone consultation free of charge. |
| Designations: M.Ed. Active in: MA Telephone:781-861-9949 gail@yourcareerdirection.com http://www.yourcareerdirection.com Gail coaches individuals through career transitions with effective and empowering results, counseling them in life/work planning, job search strategies and work enhancement. Within organizations, she advises on leadership development, team building, career management and life/work balance. |
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| Designations: LCSW, BCD Active in: NY, USA, International Available for speaking 80 East Elevenh St., Suite 636, New York, NY 10003 Telephone:917-673-3867 lora@financialwellnesscoaching.com http://www.FinancialWellnessCoaching.com Provides money coaching by creating a safe, productive environment to become more conscious and comfortable around money issues. Clients can develop a healthier, more prosperous relationship with money. Areas of focus include money anxiety, under-earning, overspending/debting, and sudden wealth. |
| Active in: MA Telephone:781-648-0373 kithayes5@gmail.com Works with 'Third Age' clients to help orchestrate changes that will strengthen the meaningulness of their life and work. |
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| Designations: PhD Active in: GA Available for speaking 2801 Buford Highway, Suite 260, Atlanta, GA 30329 Telephone:404-320-6510 mg@doctorgresham.com http://www.doctorgresham.com Clinical psychologist who consults with planners, families and individuals on money issues and behaviors, with a special interest in women and money. |
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| Active in: DC,MD,VA 10225 Montgomery Avenue, Kensington, MD 20895 Telephone:202-895-0230 http://www.gwumc.edu/cahh/discover/index.htm Promotes and supports the need for sharing the life stories and special creative talents of older adults. |
| Active in: MA 330 Homer Street, Newton, MA 02459 Telephone:617-796-1419 info@discoveringwhatsnext.com http://www.discoveringwhatsnext.org/ DWN helps midlife and older adults negotiate the transition we experience as we approach and journey through retirement, drawing on the expertise of volunteers and peers in the community to share knowledge, networks, and advice across a broad range of issues. |
| Active in: USA 2120 L Street, NW, Suite 610, Washington, DC 20037 Telephone:202-478-6190 Fax:202-478-6162 info@experiencecorps.org http://www.experiencecorps.org/index.cfm Experience Corps engages people over 55 in meeting their communities' greatest challenges. Experience Corps members tutor and mentor in cities across the U.S. providing literacy coaching, homework help, consistent role models and committed, caring attention. |
| Active in: USA 180 Montgomery St, Ste 1100, San Francisco, CA 94104 Telephone:415-434-3388 or 800-445-8106 info@caregiver.org http://www.caregiver.org/caregiver/jsp/home.jsp FCA is a 'one-stop shopping center for caregivers', and has developed a wide array of services and publications based on caregiver needs and offers programs at local, state, and national levels. |
| Active in: NC Reuter Center, CPO # 5000, The University of North Carolina at Asheville, One University Heights, Asheville NC 28804-8516 Telephone:828-251-6140 ncccr@unca.edu http://www.unca.edu/ncccr/index.htm NCCCR has the threefold purpose of promoting lifelong learning, leadership, and community service opportunities for retirement-aged individuals. Besides serving the greater Asheville area, NCCCR collaborates with organizations in North Carolina and across the country. |