For Organizations

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

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

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 accessible, actionable guidance for those planning their next chapter.

➜Speaking Engagements
Engaging and informative talks tailored for pre-retiree audiences, life transition groups, or professional development events. Available in-person or virtually.

➜ 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 pre-retirees, transitioning professionals, or aging communities.

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

Why it Works:

Retirement and long-term planning can feel overwhelming—but with the right tools and guidance, it doesn’t have to be. These sessions are designed to demystify complex topics, spark meaningful conversations, and empower participants to take confident, informed steps toward their future. It’s practical education that makes a lasting impact.

Contact Sherry For More Information

FAQs

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

    She will not manage your assets nor provide financial products. She will assist you to do these yourself or refer you to qualified professionals while ensuring you are an educated consumer. 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.

  • Sherry will work with you to provide guidance in areas of expertise your Advisor lacks or doesn’t have the ability to discuss. She’ll de-mystify concepts your Advisor may use. And she’ll collaborate with you and your Advisor to do private investments your Advisor may be compliance-bound to avoid.

  • Great question. If you are swimming in debt, under-employed, or unable to afford your lifestyle, you would be better served by financial coaching and debt eradication services.

    Madrina Molly is for people who are able to afford themselves, want to learn how to optimize their nest egg, and are determined to learn how to set themselves up for greater success in their 50s and beyond.

  • There are a few answers to that. But a lot of the challenge is how fast financial best practice information has changed at precisely the time you were busiest living your life.

    You would be forgiven if you did not know about all the financial instruments you should be using. If you are in your 50s or early 60s, you entered the workforce in the late 80s or early 90s. You've been busy with your career for 25 or 30 or 35 years.

    How could you be expected to know about Roth IRAs if they weren't invented until 1999?

    How could you be expected to know about HSAs if they weren't invented until 2003?

    How could you be expected to know about Roth 401(k)s if they weren't invented until 2004?

    How could you be expected to know about Roth Conversions if they weren't available to you until 2010?

    How could you be expected to know that it's better for your kids to inherit Roth money if the stretch IRA didn't go away until 2020?

    In addition, Federal Tax Brackets have changed at least twice since you went to work, rendering 20th Century wisdom useless.

    It is unfair to make yourself responsible for knowing stuff that's not your job to know. You’re ready to learn it now.

  • 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.