AmEnde Human Resource Consulting, LLC

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

What Is Included In The Program For Individuals

1. A comprehensive self-study workbook which you will receive by mail.
2. 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 reduce any worrying you are experiencing about money or any other aspects in your life. The second audio-track will also help you feel more rested and experience better, more consistent sleep. The CD is available at a discounted price when you order it with the actual program.
3. Free subscription to our electronic Managing My Life Newsletter.
4. The availability of one-on-one coaching or teleclasses as an option.

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.

What Is Included In The Program For Organizations

1. Comprehensive self-study workbooks which you will receive by mail at a central location or which can be sent if your prefer, directly to specific individual 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. Possibility of a free subscription to our quarterly electronic Managing My Life Newsletter for all employees to help promote wellness in the work place, when a a minimum purchase commitment of programs is made.
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 broght 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. We also provide you with a Managing My Life electronic quarterly Newsletter whcih can act as a reminder to staff about the availability of the program.
• 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.

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.

Program Materials

Workbooks are cost-effectively priced at $27.95.

Optional CD is $12.00. The CD has 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 change more effectively at work and in their personal lives. The second audio-track will also help users feel more rested and experience better, more consistent sleep.

To place an order for Program Materials, email info@hrconservator.com. Shipping and tax will be added to the purchase pricing.