Steven “Shags” Shagrin

A true Baby Boomer, I grew up in Youngstown, Ohio, then attended college in Florida before returning to Ohio for law school. After my formal education ended, I worked for a year with a regional accounting firm in Akron, Ohio, before moving back to Youngstown to work in the brokerage industry in a partnership with my father, who had been a veteran in that field since the mid-1960’s. Over the next twenty years, I continued my professional education and earned four certifications and designations related to financial, retirement and life planning. In April 2002 I left the brokerage business to help an old and dear friend begin a private money management firm in Cleveland, revitalizing an investment strategy which had proven itself back in the early-1970’s to mid-1980’s as the market emerged from a very challenging time. While the revised investment strategy proved itself to work, it was still primarily “selling”, and that was something that I was looking to transition from. So, in March of 2003, I started Planning For Life, which offers Money Coaching, Financial Wellness, Life Planning, and Retirement Education programs and workshops. I moved my practice to the East Bay area of California in 2005 and I offer my programs and workshops both live and over the internet.

Profile Information

Business Name: Planning For Life

Website: www.PlanningForLife.info

Phone: 925-949-3938

Email: steven.shagrin@eastbaycoaches.net

Mission/Motto: Provide life-long learning opportunities to adults of all ages so they can live their life by design and not by default.

My Articles & Books: Managing My Life: Managing My Money -- See my website for ordering information, as it's self-published. It's also available as an e-book, and you can download a free sample of the book which has the first two chapters, also at my website. The e-book has discount coupons for ordering the complete book, along with all the others from the Managing My Life series. Facts About Retiring in the United States -- General Editor of a research-oriented tome. See my website for more information under the Author page. And that's where you'll find a whole mess o' stuff...

My Workshops & Seminars: See the Workshop Schedule at http://www.MoneyCoachingInstitute.com. We have individual and couples money coaching weekend intensive workshops coming up at the end of this month and next.

Fun Stuff

Recommended Reading: Funny Times monthly newspaper published in Cleveland Heights, Ohio. See http://www.FunnyTimes.com for subscription info. Lots of yuks!

A Favorite Quote: Time flies like arrows...fruit flies like bananas.