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We are committed to be leaders in lifestyle planning education and its integration with financial planning. We will realize our objective by developing excellent and practical lifestyle educational tools and services, which when used with Financial Planners, or Professional Coaches and Trainers, will lead end users to clarify, define, and achieve an enhanced work-balance or retirement lifestyle.
As an education company,
we are committed to:
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train and certify Financial Planners in the professional application of our tools when integrating client lifestyle choices with their financial plans;
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train and certify Professional Coaches and Professional trainers in the professional application of our tool to help their clients achieve a more balanced lifestyle, become more productive and find meaningfulness at work and in their personal life.
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Our Founding Partners
George
Beshara is a Lifestyle Planner/Career Transition
Coach and Professional Trainer with more than 20 years of consulting
and human resources experience. In private practice since 1983
he has helped thousands of individuals from all walks of life
in their career transition through his job search, career planning
and retirement planning self-study materials, workshops and
individual counseling. In addition, George has developed and
delivered numerous comprehensive training programs for some
of North America's largest corporations. More than 100,000
individuals have experienced renewal and personal growth as
a result of completing one or more of his programs. He is the
author/developer of the Enhanced Lifestyle Planner and his
educational background includes a business administration degree
with specializations in behavioral science and human resources
management.
David
Humes is a Certified Financial Planner who has been helping clients pursue and realize their lifestyle and financial planning dreams since leaving the teaching profession in 1972. A graduate from the first class of Chartered Financial Consultants, he subsequently became a moderator for the course, and is considered today to be one of the most experienced and respected professionals in the financial planning field. In 1979, David started up his own firm, which currently offers a wide range of financial services products to more than 2,000 clients - most of whom are professionals or entrepreneurs. He has developed his extremely successful practice by empowering his clients in understanding the important issues related to "lifestyle" and "financial planning" through his ten-hour formal training program and periodic updating seminars. David has also frequently participated as a speaker at industry-related functions and has been a regular contributing writer to financial columns in various newspapers.
For more information
about the Enhanced Lifestyle Planner and our certification
program, please contact: George Beshara at (416) 907-4352 or
by e-mail at george@managingmylife.com . |
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