Financial and Life Planning Resource Directory

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Services other than planning / advice
Services other than planning / advice: Training
	Carpenter, Davita N., President, Career & Life Balance Management Inc. (CLB Management Inc.)
		Active in: MD,DC,DE,PA,VA,NY Available for speaking 939 I Beards Hill Road, Aberdeen, MD 21001 Telephone:301-848-0305 Davita@CLBManagement.com http://www.CLBManagement.com Davita is an HR consultant, Facilitator, Speaker, Coach, and a Ken Blanchard Companies’ Qualified Trainer. She provides services to small and large organizations and sport teams. Her goal is to help you Get Into Your Zone and Maximize Each Moment.
	Financial Life Planning Institute
		Active in: USA Telephone:866-FLP-2007 info@mitchanthony.com http://www.mitchanthony.com/MA_Tools.html An organization, founded by Mitch Anthony, focused on educating, training and developing tools for financial advisors in a discovery process called Financial Life Planning™.
Services other than planning / advice: Software, website development
	RetirementWorks, Inc.
		Active in: USA 69 Lancaster County Rd., Harvard, MA 01451 Telephone:978-456-7971 Fax:978-456-7972 info@RetirementWorks2.com http://www.RetirementWorks2.com Consumer-usable software for individuals, employers, and other sponsors. Performs comprehensive, integrated financial plans for retirees and near-retirees.
Services other than planning / advice: Financial industry
	Employee Benefits Research Institute
		Active in: USA 1100 13th St. NW, Suite 878, Washington, DC 20005 Telephone:659-0670 Fax:202-775-6312 info@ebri.org http://www.ebri.org/ EBRI's mission is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and public policy through objective research and education.
	Investment Company Institute
		Active in: USA 1401 H Street, NW, Washington, DC, 20005 http://www.ici.org/index.html ICI is the national association of U.S. investment companies. It seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers.
Services other than planning / advice: Business/management consulting
	Appleby, Denise, CEO, Appleby Retirement Consulting Inc.
		Designations: CRPS,CISP,CRSP,CRC,APA Active in: USA 253 Silvertop Drive, Grayson, GA 30017 Telephone:973-313-9877 Fax:888-524-3120 Denise@applebyconsultinginc.com http://www.applebyconsultinginc.com Provide to financial service professionals and institutions, regarding IRAs, defined contribution plans and 403(b) plans: technical consulting; content for newsletters, brochures and other written material; training via teleconferencing and webinars; PowerPoint presentations with speaking.
	Yanikoski, Charles S., President, Still River Retirement Planning Software, Inc.
		Active in: MA,NH,RI,CT,VT,ME,NY,NJ Available for speaking 69 Lancaster County Rd., Harvard, MA 01451 Telephone:978-456-7971 Fax:978-456-7972 csy@StillRiverRetire.com http://StillRiverRetire.com Advice and support on tools, methods, and services to assist retirees and near-retirees make the transition into retirement, from both a financial and non-financial perspective.
	Transamerica Center for Retirement Studies
		info@transamericacenter.org http://www.transamericacenter.org/ A non-profit corporation dedicated to educating the American public on trends, issues, and opportunities related to saving and planning for retirement and achieving financial security in retirement.
Services other than planning / advice: Practice management support
	Bachrach, Anne M., The Accountability Coach
		Active in: USA 885 La Jolla Corona Ct., La Jolla, CA 92037-7445 Telephone:858-456-0160 Cell phone:619-548-2260 Fax:858-456-0158 Anne@AccountabilityCoach.com http://www.AccountabilityCoach.com Anne Bachrach helps business people and entrepreneurs improve their productivity, profitability, and quality of life. People who are held accountable to do the work required achieve their goals! – personally and professionally. Most of her clients are Financial Advisors.
Services other than planning / advice: Marketing and public relations
	Small Business Administration
		Active in: USA 409 3rd Street SW, Washington, DC 20416 Telephone:800-827-5722 answerdesk@sba.gov http://www.sba.gov/ The SBA helps Americans start, build and grow businesses through an extensive network of field offices and partnerships with public and private organizations.
Services other than planning / advice: Other / general / not specified
	Action Without Borders
		Active in: USA, International 302 Fifth Avenue, 11th Floor, New York, NY 10001 (and elsewhere) Fax:212-695-7243 http://www.idealist.org/ AWB connects people, organizations, and resources to help build a world where all can live free, dignified lives. Independent of any government, political ideology, or creed, it aims to find practical solutions to social and environmental problems in a spirit of generosity and mutual respect.
	American Association for Geriatric Psychology
		Active in: USA 7910 Woodmont Ave., Suite 1050, Bethesda, MD 20814-3004 Telephone:301-654-7850 Fax:301-654-4137 main@aagponline.org http://www.aagpgpa.org/ Information and resources to help physicians improve the quality of life for older people with mental disorders.
	American Association for Retired Persons
		Active in: USA 601 E Street NW' Washington, DC 20049 Telephone:888-687-2277 http://www.aarp.org/ Services and products for Americans age 50 and above.
	American Geriatrics Society
		Active in: USA The Empire State Building, 350 Fifth Avenue, Suite 801, New York, NY 10118 Telephone:212-308-1414 Fax:212-832-8646 info@americangeriatrics.org http://www.americangeriatrics.org/ A not-for-profit organization of over 6,700 health professionals devoted to improving the health, independence and quality of life of all older people.
	Civic Ventures
		Active in: USA 114 Sansome Street, Suite 850, San Francisco, CA 94104 Telephone:415-430-0141 Fax:415-430-0144 info@civicventures.org http://www.civicventures.org/index.cfm Through an inventive program portfolio, original research, strategic alliances, and the power of people´s own life stories, Civic Ventures demonstrates the value of experience in solving social problems. It works to define the second half of adult life as a time of individual and social renewal.
	Exploritas
		Active in: USA, International 11 Avenue de Lafayette, Boston, MA 02111 Telephone:800-454-5768 http://www.exploritas.org/ Formerly known as Elderhostel, Exploritas puts participants with local and renowned experts, to experience in-depth and behind-the-scenes learning opportunities, from cultural tours and study cruises to walking, biking and more.
	GENCO International
		Active in: USA, International P.O. Box 66, Kensington, MD 20896-0066 Telephone:301-946-6446 Fax:301-962-6169 http://www.genco-games.com/ A game company created by the late Gene Cohen, that specializes in board games that are at the same time educational, intergenerational, and artistic.
	Generations United
		Active in: USA 1331 H Street NW, Suite 900, Washington, DC 20005 Telephone:202-289-3979 Fax:202-289-3952 http://www.gu.org/ A national membership organization focused solely on improving the lives of children, youth, and older people through intergenerational strategies, programs, and public policies.
	International Longevity Center
		Active in: USA 60 E. 86th Street, New York, NY 10028 Telephone:212-288-1468 Fax:212-288-3132 info@ilcusa.org http://www.ilcusa.org/ A nonprofit, nonpartisan, international research, policy, and education organization formed to educate individuals on how to live longer and better, and advise society on how to maximize the benefits of today's age boom.
	International Psychogeriatric Association
		Active in: USA, International 550 Frontage Road, Suite 3759, Northfield, IL (Illinois) 60093 Telephone:847-501-3310 Fax:847-501-3317 membership@ipa-online.org A diverse professional healthcare community promoting better geriatric mental health - across disciplines, across borders, and across geriatric issues.
	Robert Wood Johnson Foundation
		Active in: USA Route 1 and College Road East, P.O. Box 2316, Princeton, NJ 08543 Telephone:877-843-7953 http://www.rwjf.org/ The Robert Wood Johnson Foundation supports programs and research to improve the health and health care of all Americans; to help Americans lead healthier lives and get the care they need.