Works Authored

Books, audio programs, and live/elearning courses

written, published and/or produced:

• Readiness N.O.W. employee education, Office of Personnel Management, 2007
• Retirement Readiness N.O.W., Benefits Officer Training, Office of Personnel Management, 2007

Consumer/employee education by career stage

Early and mid-career:

• Controlling Your Financial Future employee education workshops, 1989-2009
• Controlling Your Financial Future 132 page self-study book, 1999-2009
• Controlling Your Financial Future licensable workshop, 2010
• Controlling Your Financial Future elearning course, 2010
• Controlling Your Financial Future MP3 course, 2010
• Securing Your Financial Future licensable workshop, 1992
• Securing Your Financial Future 100 page self-study book, 1999-2005
• Securing Your Financial Future 100 page self-study MP3 and workbook, 1995
• Securing Your Financial Future 100 page self-study book, 1999-2005

Late career:

• Finding the Right Financial and Legal Advisors for You, self-study workbook, 2000
• Managing Your Retirement Income licensable three-hour employee workshop and planning worksheets
• Introduction to Managing Your Retirement Income client one-hour licensable workshop (FINRA reviewed)
• Introduction to Managing Your Retirement Income workshop workbooks (FINRA reviewed)
• Managing Retirement Income Planning Worksheets (FINRA reviewed)

401(k)/457/403(b) 30 minute live workshops; FINRA reviewed

• Enroll in your defined contribution plan
• Invest in your future
• Digging up dollars by reducing debt
• Investment option basics
• Advanced asset allocation
• Managing Risk
• Closing the retirement income gap
• Approaching retirement
• Women and retirement
• At retirement

InFRE® RetirAwareness Quiz for clients and employees

Professional education and training solutions:

• 2009 Case Studies in Managing Retirement Income, 1-2 day workshop produced by the InFRE® Retirement Resource Center
• 2009 Professional’s Guide to Managing Retirement Income four-hour MP3 audio or CD, published by the InFRE® Retirement Resource Center
• 2010 Professional’s Guide to Managing Retirement Income 300 page self-study print book, published by the InFRE® Retirement Resource Center
• Knowledge Assessment for Professional’s Guide to Managing Retirement Income, published by InFRE® Retirement Resource Center, 2007
• Strategies for Managing Retirement Income four-hour licensable workshop and workbook, published by InFRE® Retirement Resource Center, 2004
• Introduction to Managing Retirement Income licensable workshop, published by InFRE® Retirement Resource Center, 2005
• InFRE® Retirement Knowledge Questionnaire for Professionals