Past Projects

All projects were fee-only, experiential workshops with strict prohibition against accepting or referring participants as clients. Descriptions in italics:

GM Powertrain w/Marygrove College (1992-1994)
Lifestyle Quality Financial Management 18-hr course for Powertrain engineers

UAW-Tuition Assistance Program w/MCEE-Walsh College (2007-2011)
Multi-session workshops: Retirement Decisions; Estate Planning; Investment Planning

UFCW Local 876 401k Plan (2004-Present)
Retirement Planning; 401k Management; Estate Planning; Retiree Exit Issues; Pension Decisions

Teamsters Local 299 401k Plan (2004-Present)
401k Management; Estate Planning; Retiree Exit Issues

Foundation Coal HR Classes (2005-2009)
Retirement Decision Workshop for legacy employees in coal mines in several states

Federal Reserve Money Smart Week (2004-2015)
Various topics presented in public venues in S.E. Michigan

Hispanic Outreach Services – Budget class (2005)
12-week budget class in Spanish for green card workers