In her twenty-eighth year as a Financial Advisor, Anne has created a Workbook teaching transition planning to clients ( Financial Planning ). Customized presentations to small, medium and large groups teach "How to get your financial house in order". She enjoys presenting Glidepathing™ which introduces a copyrighted game approach to understanding your financial trajectory. Use this proprietary template to cover the most important financial tasks for your family. Contact info - https://www.annehagan.com and ahagan@sigmarep.com ** Offers workshops for corporate clients. ** Speaker at conferences and conference break-out sessions. ** Customized talks incorporating proprietary workbook.