About

In her twenty-eighth year as a Financial Advisor, Anne has created a Workbook teaching transition planning to clients ( Financial Planning ). Customized presentations to small, medium and large groups teach "How to get your financial house in order". She enjoys presenting Glidepathing™ which introduces a copyrighted game approach to understanding your financial trajectory. Use this proprietary template to cover the most important financial tasks for your family. Contact info - https://www.annehagan.com and
ahagan@sigmarep.com

** Offers workshops for corporate clients.

** Speaker at conferences and conference break-out sessions.

** Customized talks incorporating proprietary workbook.

Areas of Expertise

Assisting clients as they transtion through life's milestones since 1996.

Certified Financial Planner ®

Member ABA Section of Real Property, Trust and Estate Law.

Retirement Planning, Tax Planning, Estate Planning, Investment Planning, End-of-Life Planning

Professional Affiliations

ABA Section of Real Property, Trust and Estate Law Section

Toastmasters International , Distinguished Toastmaster ( DTM )

CFP - Certified Financial Planner ®

Naples Speakers - https://naplesspeakers.com/