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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. |
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| 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. |
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| Active in: CA
9100 Wilshire Blvd, Suite 720, Los Angeles, CA 90212
Telephone:310-482-9448
alex@finestonepartners.com
Alexandra is a financial planning and certified Hudson Institute Coach interested in the integration of financial planning with transition coaching. |
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| 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. |
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| 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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| Active in: MA
Newton Community Service Center, 492 Waltham Street, West Newton, MA 02465
Telephone:617-244-1404, ext. 227
http://www.soar-ma.org./programs/soar55
As part of the Corporation for National and Community Service national network of volunteers agencies, SOAR-55 helps tap the passion and experience of people over 55 to improve society. |
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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. |
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| 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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| Active in: USA
ctal@eartlink.net
http://www.thirdagecenter.com/
The Center for Third Age Leadership specializes in helping organizations maximize productivity by ensuring critical skills, experience and knowledge are fully utilized and transferred. |
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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. |
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| 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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| howard@2young2retire.com
http://www.2young2retire.com/
Offers books, courses for clients, and training for facilitators, to help people 'love' the rest of their lives. |
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| Active in: USA
900 Jorie Blvd. Suite 78, Oak Brook IL 60523
Telephone:877-969-0010
Fax:630-990-0246
http://www.compassionatefriends.org/home.aspx
An organization dedicated to providing grief support to families after the death of a child, with local chapters across the country. |
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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. |
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| 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. |
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| 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. |
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| Active in: USA
3 Unity Square, P.O. Box 98, Machiasport, Maine 04655-0098
Telephone:800-331-1620
info@hospiceworld.org
http://www.hospiceworld.org/organization.htm
Offers referrals to hospice and palliative care programs, as well as general information about such programs. |
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| 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. |