| Testimonials - Managing My Money |
| Drawing from a wealth of experience, Steven Shagrin has the knack for reducing complex financial concepts into easy to understand ideas. In this program he helped me discover my best financial choices through simple exercises and offers real world practical suggestions to get me where I want to be. |
William Joyce
Advertising and Marketing Executive
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| I learned quite a bit from this program, which I found both practical and insightful. The exercises helped me get focused on the various aspects of my life where money is involved. And I learned that "why I do what I do" with my money is as important as "what I do" with it. I am now very well prepared for working with my advisors and arranging my affairs based on my deepest values and motivations and in harmony with my life’s goals and objectives. It made me aware of the Zen quality of money management. |
Debra Flack
Educator
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I have carefully reviewed Managing My Life: Managing Money and find that its content is entirely applicable to my clients in Canada. I certainly intend to use it in my practice. |
Gilles
Marceau, CLU, CFP, RFP, P.R.P.
Certified Financial Planner, Gilles Marceau and Associates
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