November seminar a huge success

Nov 11, 2010

We recently wrapped up our first Designing My OK seminar – to some great reviews! Our attendees really enjoyed learning and planning for their future in a fun, light atmosphere.

Karen Casselton-Bower:

It was evident throughout the weekend that Doug is truly passionate about his work and wants to share with others and engage them to be informed and prepared to enjoy their later years.

Ralph Folman M.D.:

A fresh, thorough approach to the topic of retirement, including all the aspects that are usually ignored by investment advisers & retirement and estate planners.

Sergio Galo:

This was not a financial presentation focusing on numbers. It was an opportunity to take a good long look into your own passions and values- seeing how they play out in your future and only then apply the numbers to it. I look into the future with excitement now and not trepidation!

Rod Alafriz:

The Designing My OK Program gave me better insight and understanding of what is needed; what it will take to secure a stable retirement phase.

Mary Pfaff:

My future looks much more “Rosy.” Your 2 ½ day seminar was jammed full of knowledge, full of passion for this product, full of fun, great staff. This has been one of the BEST weekends of my/our life. I thank you from the bottom of my heart. I will never forget this weekend!

Lianne Knipping:

I now have the clarity, understanding and tools to plan the future I want and live out my dreams. Progressive stages in the process led to A-Ha moments and generated a lot of conversation which would otherwise not happen.

Virginia Burt:

This was a terrific effort and with wonderful outcomes. We were both inspired and pushed to find/explore and articulate our “OK.” Your integrity is palpable!!! Thank you – we are making our intentions for the future more clear… even attainable!

Nancy Martin:

I truly believe that this is a process for everyone. Doug puts his heart and soul into every aspect of this program. It is enlightening to witness his passion. The biggest challenge will be empowering everyone to realize the value of what the “Designing My OK” team has to offer.

Steve Martin:

Doug and his team show their compassion for helping hard working people who are looking to enjoy their retirement in the passionate delivery of the seminars. It is something people in their mid-forties should experience. They will have “ah ha” moments and really plan for the best years of their life. It’s very true: “It’s your Future. Own it!”

Bob Barron:

A very exciting way to gain this knowledge and put a plan together. Great forum to work in! I know many friends who could benefit from this unique learning opportunity.

Ken Rodger:

A most valuable tool to take the worry out of the future!

Desiree Rodger:

Aside from all of the great and enlightening information in this seminar, this weekend allowed/forced my husband and I to assess our wants, needs and desires for the future.

Joan Belford:

I am intimidated by investments and complex financial matters, but this seminar gave me more confidence in my capacity to make appropriate decisions. I wish we had done this 10 years ago. One very important aspect of this whole process was working through with my husband what our values, hopes and expectations are.

Michele DeMoe:

At the end of the weekend seminar, I walked away with some powerful information and tools in planning the future. The Futures by Design software is an excellent tool and I highly recommend this seminar to others who are serious about planning the second half of their life.

Meribeth Barron:

I am so thankful that I went through the whole process. It is so important to understand how and what is needed to effectively plan your retirement. Everyone should take part in this workshop. Thank you, Thank you!

Lew Ford:

I was amazed at the level of sophistication of the program, the presentations and the software offered for our current and future use. This program has addressed my weakness of not addressing my retirement plan. You have stimulated me to do more, you have provided the directions the tools and the support to develop an amazing detailed plan that is flexible and can be used for many years.

Rob Bower:

It was an excellent presentation that was brought together into a very coherent, insightful and meaningful way that was very easy to understand and provoked further thought.