COPYRIGHT ©2025 LAUREN A.JEFFERY & ASSOCIATES, LTD. ALL RIGHTS RESERVED.
The not-so-fine print:
These sessions are not Psychotherapy sessions and should not be confused as such. If you are experiencing mental health issues or need someone to talk to, please contact your family doctor for assistance.
Hold or Fold?™
Transforming Your Succession Planning Experience
Got A plan?
Quick Info
- Suitable for an individual office or advisor,
- Held virtually at your convience,
- Create the life you want.
You’re approaching your “golden years” and you haven’t made a plan for your business. What is your plan for your retirement? What kind of life do you want to live?
Utilizing the Point.Shift™ methodologies and tools, along with collaborating with Lauren, help yourself create the life you want for your today’s and tomorrow’s by controlling what happens to you, your clients, and your business.
Unlock your future with Hold or Fold?™!
Introducing a groundbreaking, proprietary program designed to revolutionize succession planning and retirement readiness. Hold or Fold?™ empowers and guides you, the advisor, through a transformative journey using our innovative Where You At?™ questionnaire. This psychological-based tool equips you with deep insights into your personal and professional landscapes, helping you discover your unique vision of retirement while navigating your current realities.
Why Choose Hold or Fold?™?
Gain Unmatched Clarity: Understand exactly where you stand today—both personally and professionally.
Tailored Planning: Craft a personalized succession plan that resonate with your dreams and aspirations for retirement.
Proven Framework: With the P.S Life Planner™, you’ll have a robust foundation to complete their succession planning seamlessly.
Don't miss out on this opportunity to elevate your advisory services! Empower your clients to envision their future confidently with Hold or Fold?™.
- Understand where they are at in their personal and professional lives,
- Create the foundation for their succession plan, and
- Initiate an annual review process for their plan.
what is in it for me ?
* 3 CE Credits pend.
Register NOw!
Who is Lauren?
(the facilitator)
- 25+ years working within Wealth Management space / 401k space - US & Canada
- 20+ years educating WM professionals on the “tough” topics
- Lauren’s engaging, no-nonsense facilitating style helps deliver all types of messages - nothing is too “taboo” or difficult for Lauren to talk about.
- Master's degree in Counseling and Psychology
- Licensed psychotherapist (RP)
- KYC scholar - Doctoral student Ed.D