Zoom meeting link will be emailed to registered attendees close to the date of the event.

You spend your days helping clients plan for 20+ years in retirement, and I imagine yours is financially buttoned up as well. But here's the real question: what are you doing to ensure YOUR 20+ years are actually healthy ones?

This workshop redirects your planning expertise to where it matters most – toward your own wellness, health span, and longevity. You already know how to set goals, track progress, and build accountability systems. Now you'll apply that same methodology to diet, exercise, stress management, and daily purpose.

Come curious, then leave with a personalized 90-day wellness plan you can implement immediately – plus the authentic insight that makes you a better advisor to clients facing the same challenges.

LEARNING OBJECTIVES

- Assess your personal wellness across key life dimensions and identify where you're strongest and where you need support

- Apply your planning expertise (goal setting, tracking, accountability) to build a personalized wellness strategy

- Create a specific 90-day wellness action plan you can implement immediately

WHAT YOU'LL TAKE HOME

✓ Clear assessment of where you stand right now (no judgment, just clarity)

✓ Personalized 90-day wellness action plan you can start this week

✓ Insight into which wellness changes will impact YOU most

✓ Deeper understanding about what being well really means that will make you a better advisor to your clients
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Kelly Majdan understands how overwhelming it can feel to juggle a demanding career, family, and caregiving while trying to “be healthy” on top of it all. As a National Board-Certified Health and Wellness Coach with more than 25 years in financial services, she has seen how a clear financial plan gives people confidence and reduces stress, and she brings that same planning mindset to wellness.

Instead of trying to follow every trend, Kelly helps women create personal wellness plans that work like financial plans: tailored to their goals, realistic for their lives, and built on small, doable steps. Her approach focuses on micro changes that add up over time, so women feel calmer, more in control, and hopeful about their overall well-being. Her goal is for women to feel the same clarity and confidence about their health that they feel when they know their financial goals are truly within reach.