Rethinking Retirement

In this talk, we’ll do a deep dive on one of the biggest money goals out there: Retirement! No matter how close (or far) from retirement associates feel they are today, by the end of this talk, attendees will have greater clarity about their unique vision and how to achieve it. For many people, this session is the first time they truly see their vision of life in the years to come – so get ready, as it can open up a new world of possibilities! Together we will master “The Retirement Equation” and learn verified tips to feel more energized when saving for retirement.

Attendees Will Learn

-Attendees will get clear on their retirement goals
-Each person will create a powerful Commitment Statement that will lay the foundation for how they make financial decisions as their career progresses
-Participants will learn the “The Retirement Equation” and ways to influence its variables based on their personal goals
-Attendees will walk away with realistic and useful tips to monitor their progress as they save for their retirement vision

About This Speaker

Sheila is a financial empowerment and wellness coach who helps people understand how to unlock their capacity for an abundant life. She brings a unique perspective to Financial Wellness (often not a topic associated with excitement!) by bringing together disciplines ranging from behavioral economics to mindfulness and neuro-linguistic programming, Her sessions support conscious decision-making in both life and business. Sheila’s interest in understanding how humans make decisions began as she earned her undergraduate degree in Organizational Behavior. She spent over a decade bringing financial insights to millions of investors with some of the world’s largest asset managers. Sheila’s expertise has also led her to work with other industry leaders helping them to analyze how thousands of Americans make their lifestyle choices.

Education and Experience

  • BA from Brown University
  • MBA from Georgetown University
  • Two NCAA Division 1 National Championships
Speaker Topic:
Financial Wellness
Mental Health
Celebrity or Keynote
Other Critera:
COVID 19/Quarantine Related
For Call Centers
For 3rd Shift
Especially for Men
Especially for Women
Webinar OK - Remote Worker Friendly
Willing to Travel
Available in Spanish
HRA/VEBA eligible
Available Nationwide
For Retreats
Length: 75 min
Equipment required: Projector and mic
Post event tools included: Handouts
Includes pre-event consultation: Yes