Thank you for giving me an entirely different perspective about retirement planning.  I was guilty of looking at this from the accumulation standpoint only, without really considering the tax or cash flow implications of having only one major "bucket of money" (i.e.: 401K) vs. several.  The wills and trusts session was scary enough to push making changes to our wills way up on my priority list!  AM

Thanks for the 'Intro to Personal Financial Strategies'.  It gets you going in the right direction and thinking of things you need to plan for.  I wasn't able to attend the other sessions but I'm sure they were just as good.  DH

I really enjoyed and appreciate all the great info the two of you took the time to share with us over the past couple of months.   You've got some great ideas and present yourselves as being very knowledgeable in a variety of areas!  Excellent presentations, Great team.... :-) Thanks, AS

I learned so much from the sessions.  They were delivered in such a way that you could be a "rookie" and still understand.  It was somewhat of an eye opener at times and I'm really looking forward to getting serious and working with Debbie and Len on a personal level.  They compliment each other quite well too!  CC

I was only able to attend a few of the sessions.  They were very helpful to me because it gave me a direction where I'm not sure that I had one before.  I appreciate the time and flexibility that they put into this for us.  LL

Thank you for the eye opening experience regarding wills and trusts.  You took a depressing topic (forced lay offs) and made it both entertaining and very informative.  SM

Debbie and Len, I attended most of your Lunch and Learn sessions and I was very happy I did, it was just amazing to learn that I had buckets of money, I can't wait to start planning my new future, thanks.  RS

"Your presentations have prompted a long felt need to take stock of my financial inventory.  Based on your valuable input I will do just that and will be contacting you soon.  Thanks again!!"  VM

Debbie & Len, I have enjoyed the sessions and have found them very informative. Being from England I found it interesting to find out about financial management in the US. There are a lot of similarities - it's the tax that usually causes the main differences!  I should be able to use some of the principles I learned when I go back to the UK.  Thank you.  II

Len and Debbie were approachable, they were not driving the point of pressure for you to work with them, they were patient and willing to answer any questions.   From my observation they made the room feel at ease with very difficult subject matter.  Thanks, KT

Debbie and Len - you were both great :)  Thank you so much for donating your time and for the wealth of information!!  CQ

You made it look so easy – no one but you two know how much work went into the 9 sessions (some repeated!) attended by more than 115 employees.  You provided a lot of info that our employees really needed and will benefit from greatly.  Your consummate professionalism gave credence to the knowledge you share with our employees.  You’re simply the best, Debbie & Len!   TO