Location: CLEARWATER, FL
Speaking Topics: Becoming Retired-ish, Navigating the Journey to Becoming Retired: • It’s About More Than Money, But Getting Money Right Gives You More Choices. • How Discovering Purpose Can Finally Give You the Joy You Deserve • The Number One Thing That Is Affecting Your Health, and It Isn’t Diet and Exercise! • How to make decisions that may be difficult for those you love, ahead of time, so your loved ones won’t be burdened with them during their grief. • Your Most Important ROI Is Not What You Think! Understanding the top predators to your financial freedom
Areas of Specialization: Retirement and Financial Transition Coaching, Financial Services
Twenty-seven years as a medical sales executive led Judi to realize that corporate life was unfulfilling! In 2004 she transitioned from employee to entrepreneur into financial services. Because of her own transition, she understands the unique challenges that come along with creating a new identity and purpose. Judi became a CeFT® (Certified Financial Transitionist®) to further expand her solutions for those going through financial transition and address the financial aspects of transition. She helps clients navigate through the “non-financial” aspects of retirement such as finding purpose, exploring spirituality and health and wellness which are as important as the financial planning yet rarely addressed. Becoming a CPRC (Certified Professional Retirement Coach) expanded her tool chest to holistically guide those “in” or “approaching” retirement. Happiness and fulfillment are about more than the money.
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