Managing My Life Program Series
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Managing My Life: Managing My Money
An injection of healthy thinking
About Managing My Life: Managing My Money

This program helps individuals understand some of their money management habits and encourages them to take better control of their finances and save for their future.  Topics covered include:

  • Sources of income
  • Ideas for budgeting and saving
  • Tips for successful investing
  • Tax planning ideas
  • Review of insurance needs
  • Estate planning
  • Selecting financial professionals
  • Useful websites and resources
How Are Managing My Life Programs Used?

Managing My Life programs are offered on a self-study basis, with one-on-one coaching, in teleclasses and in webcast sessions. It can also be offered in lunch and learn sessions on site. For infomation on
how Professional Coaches, Trainers, Consultants, Counselors and Financial Professionals can make Managing My Life programs available to their clients please go to: Options for Professionals. You can also download a FREE Guide by going to: Free Guide for Professionals.

What Is Included In The Program With Your Individual License

1. An E-Learning Course to cover the content of the three modules of Managing My Life: Managing My Money. The course includes reading materials as well a variety of exercises to help you learn the key concepts of the program and to help you integrate the concepts in your daily life.
2. The option of purchasing a a CD with recordings of two Deep Relaxation and Deep Relaxation and Sleep Audio-Tracks. The first relaxation audio-track will help you remain calm and focused, so that you can manage change more effectively at work and in your personal lives. The second audio-track will also help you feel more rested and experience better, more consistent sleep.
Benefits For Individuals
Extremely time and cost effective process to help you:
• Improve your ability to save money, invest money, and organize all aspects of your finances.
• Feel more confident in dealing with money matters.
How To Purchase Individual Licenses
To make your purchase, please go to: DOWNLOADS AND PURCHASE
Follow the instructions to install the DNL Setup and to download the PREVIEW copy of Managing My Life: Managing Change. After you have opened and reviewed several pages of the program, you will be automatically prompted to the Purchase Page on the Internet. (You must be connected to the Internet). Once you have purchased the program, you will be able to open the remaining pages of the E-Course.
What Is Included In The Program For Organizations
1. Site-Licensing Option to place the E-Learning courses on your Intranet for downloading by all of your employees.
2. CDs with recordings of two Deep Relaxation and Deep Relaxation and Sleep Audio-Tracks. The first relaxation audio-track will help users remain calm and focused, so that they can manage worries about money or other aspects in their lives more effectively.  The second audio-track will also help users feel more rested and experience better, more consistent sleep.  The CDs are available at a discounted price when you order them with the actual programs.
3. A completion exam for each program to prove that employees have completed the program and have learned the materials in the program.
4. Assistance for promoting the program in your organization.
5. The possibility of customizing the self-study materials to meet specific needs you may have.
6. The availability, if needed, of one-on-one coaching, teleclasses, web-cast programs and on-site workshops through a network of Professional Coaches and Financial Planners who are licensed to use the materials in their practice.  This allows our Network to handle and deliver simultaneous assignments to clients with locations across North America and world-wide, no matter how large or small the client organization is.
Benefits For Your Organization
• A very positive way to help your staff manage money-related problems.  Having one significant less worry that they would have brought to work means better focus on productivity and quality work. 
• Requires very little administrative time, to deliver the program. The only requirement is to arrange e-mailing of announcements to staff, as well as occasional reminder messages. We provide you with drafts of the announcements. 
• The possibility of becoming more involved in the delivery of the program by providing support services around the program.
• The possibility, if needed, of providing external support in the implementation of the program by retaining Professional Coaches and Trainers from our Network of Licensed Professionals which includes Certified Financial Planners, to deliver-one-on-one coaching sessions, teleclasses, web-cast programs, and/or on-site workshops, around the materials.
• The possibility of customizing the program materials to meet your individual needs.
How To Purchase A Site Licence Blitz
To make your purchase, please go to DOWNLOAD PREVIEW AND PURCHASE BLITZ
Follow the instructions to install the DNL Reader and to download the PREVIEW document that explains the Site-Licence Blitz in more detail. After you have opened and reviewed several pages of the document, you will be asked to contact us to arrange for a telephone meeting to discuss your needs in more detail. At that time, after our telephone meeting, and depending on the size of your organization and whether you seek a 4 week or a 6 week BLITZ, we may issue a DISCOUNT COUPON, which will reduce your cost when you go to the PURCHASE PAGE of the document you have downloaded.

The Author of Managing My Life: Managing My Money

Steven Shagrin, JD, CFP®, CRPC®, CRC®, CELP is the author of Managing My Life: Managing My Money. He is better known as "Shags", and is President of Planning for Life, a fee-only, hourly-rate, as-needed financial and life planning company in Ohio. In this capacity, he has helped individuals clarify their goals and objectives, as well as increase their financial literacy and well-being. For two decades, Steven worked as a financial consultant, first with PaineWebber and then with Smith Barney, both in Ohio. He then worked for a year with a Cleveland money management firm, Logix Investment Management, as Executive Vice President. 
Steven speaks frequently on financial, retirement and life planning issues at both public and company-sponsored seminars. He has addressed retirees of General Motors, Ford Motor Company, Babcock & Wilcox, Halstead Industries, and General Electric, among others. He also has addressed professional audiences for the Institute of Management Accountants, Internal Revenue Service/Youngstown State University, Mahoning County Bar Association, American Society on Aging, National Association of Personal Financial Advisors, Canadian Association of Pre-Retirement Planners, Financial Planning Association regional chapters, National Endowment for Financial Education, and the International Society for Retirement & Life Planning.
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