Consultation
Retirement is a significant transition and sometimes people find themselves scratching their heads with what to do with all this free time? I work one-on-one with individuals and families and help them access strategies for a vital retirement.
Let’s find some time to talk.
Contact me here for rates and scheduling. Not sure if you need retirement coaching – book a FREE 15 minute phone consultation with Dr. Winters to discuss your best options.
Consultation and training for Financial Advisors
As a financial planner you are a specialist in wealth, savings, investments, accountancy, and other money topics. Unfortunately, so are many others! To stand out in this crowded field, you need to have the knowledge and skills in assisting clients with the retirement process and other challenges that accompany aging. The more you understand the transitions that your clients are and will be going through to provide the highest caliber of service.
Workshops and Seminars
I’m an award-winning speaker and storyteller and thrive on giving dynamic, entertaining presentations about retirement. I have taught at Rice University (Glasscock School of Continuing Studies) for over twenty years on the topics of retirement, relationships, transitions, and meaning. Additionally, I have presented at various retirement planning firms across Houston, at The Jung Center, the Women’s Institute of Houston, and throughout the US, Canada, and Europe. I offer workshops for individuals and families facing retirement and to professionals to better meet the needs of their clients. I am available to consult or present to corporations and businesses whose employees are transitioning out of the workforce, as well as to church groups and social clubs.
I’d love to speak with your employees or group. Contact me here for rates, scheduling, and travel fees for speaking outside of Houston.
