What Can We Do For Businesses?

We can provide all aspects of retirement planning services and financial wellness education to your workforce - either directly, through presentations and interactive workshops, or by working closely and coordinating with your HR team.
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 What Can We Do For Individuals?

We can act as your retirement coach and provide non-conflicted advice and support.
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 What Can We Do For Colleagues?

We can provide specific support for research projects and advocacy as needed. 
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Barry Kozak is a subject matter expert on retirement planning, elder law, end-of-life issues, and estate planning.

He gives energetic
and inspiring presentations, publishes scholarly articles, and advocates for individuals who are vulnerable.

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We are educators.
There are many risks people will face in retirement,
and we help people to understand and
plan for these risks before the emergency happens.