For Organizations

Deliver real-world financial guidance your audience can act upon.

Whether you're supporting employees planning for retirement, organizing community programs, or looking to host events with impact, financial education should be relevant and accessible.

These offerings provide expert-led sessions that speak to real-life financial questions—so your audience walks away informed, confident, and ready to take control of their next chapter.

A woman speaking at a podium to a diverse group of people seated in a room with wooden floors, some taking notes and smiling.

What’s Included:

➜Financial Education Programs
 Custom-built sessions designed to complement your organization’s existing retirement benefits. These programs offer best practice guidance for those planning their next chapter.

➜Speaking Engagements
Engaging and informative talks tailored for your audience. Available in-person or virtually. Sherry speaks to women, to those planning their next 50 years, and to the sandwich generation(s).

➜ Interactive Planning Webinars
Hands-on webinars using the Boldin Financial Planning Model to help participants build clarity and direction around long-term financial goals.

Who is this for:

This is ideal for:

Employers looking to enhance retirement readiness and financial wellness programs.

Organizations offering support to women and workers experiencing multigenerational planning stress.

Groups seeking expert-led workshops or webinars to engage and educate their members.

Why it Works:

Retirement and long-term planning can feel overwhelming—Sherry uses humor and shared experience to make employees feel less alone with their circumstances. Sessions are designed to demystify complex topics, spark meaningful conversations, and enable participants to take confident, informed steps toward their future. It’s practical education that makes a lasting impact.

Contact Sherry For More Information

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FAQs

  • Sherry is a former Wealth Manager who sold her financial planning practice in January 2024.

    She will not manage your team’s assets nor provide financial products. She will assist you to fulfill your corporate obligations. This will save you a lot of money.

    Sherry believes that financial and longevity planning information should be accessible to everyone who wants it. But, because Financial Advisors are not all fiduciaries and those who are already have full calendars, it’s hard to find this information. And learning from finfluencers won’t cut it.

  • Individual annual membership costs $379, about the cost of an hour of consulting with a CFP® Professional in practice.

    Sherry’s clients know that if they have one critical question answered they will save time, money, and a lot of stress.

    The broader goal is to deliver quality planning education, when there are too few credentialed professionals available to help our cohort.

    Contact Sherry directly for group volume membership pricing and speaking engagement fees.