All Programs

Search our catalog of programs to find what you are looking for.

10 Critical Aspects of Financial Planning (Financial Planning Basics)

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July 18, 2016

In this seminar on Financial Planning Basics, you will learn how to construct a budget and the importance of establishing an emergency fund, credit fundamentals, basic investment concepts, and basic estate planning concepts.

Leaders’ Emotional Savvy: Why & How It Matters

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February 22, 2017

People are the critical assets of business in the “Information/Service” economy, and people come with emotions. Success in today’s economy requires creativity, flexibility, resilience, interpersonal skills, teamwork, and collaboration and conflict skills from these assets, and sometimes emotions get in the way. Emotional Savvy is knowing how to welcome and handle change and challenge as they happen by using skills

LinkedIn: Ask the Expert

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June 24, 2016

You have a LinkedIn account - NOW WHAT? How do you leverage LinkedIn for maximum results? If these are questions you have asked yourself, then come to a workshop where you can learn some excellent tips and techniques from a well-known LinkedIn expert.

How to Support the Grieving?

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June 30, 2016

Everyone experiences loss in their lives. It can be the loss of a job, a relationship, financial, or death. But few of us feel comfortable in reaching out to these people. What can I do? These are questions we hear all of the time.

Wake Up to Better Sleep

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June 24, 2016

Offers clues for the causes of sleeplessness,resources to manage sleep disorders and suggestions for a good night's sleep!

Public Relations 101: Tips and Tricks for Your Business

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July 18, 2016

What's PR all about, anyway? If you've ever wondered what's involved in public relations, you may be interested to learn that it can be a very cost-effective part of the marketing mix for any business.

Estate Planning Essentials – Core Concepts

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July 18, 2016

A fast-paced explanation of wills and probate, avoiding probate with revocable trusts, financial powers of attorney, living wills and more. This core program is recommended for all.

Keeping Your Kids Safe Online

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July 18, 2016

This presentation covers what parents need to know to help protect their children and reduce the risks by talking to your kids about how they communicate online and off and encouraging them to engage in conduct they can be proud of.

The Weight of Stress

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July 18, 2016

This seminar discusses how stress negatively impacts our weight and weight loss efforts and how by minimizing our daily stress, we can learn to better control our weight management efforts.

Wellness 101

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July 18, 2016

An introductory session highlighting the seven dimensions of wellness and how to implement those aspects into your life in order to achieve a higher quality of health and living. Presentation includes a PowerPoint presentation, handouts and external resources.

Understanding and Organizing Your Vital Documents

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June 29, 2016

This program will help individuals understand and organize their important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written.

Depression and the Older Adult

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June 24, 2016

Offers insight into causes, symptoms and treatment of this serious but treatable illness, which often leads to other life complications.

Take Charge! Wellness for Men & Women

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June 24, 2016

Many major health threats can be prevented or treated if warning signs are caught early. Reviews risk factors and prevention strategies for heart disease, stroke and certain cancers.

Developing a Culture of Character: When You Need to Do It, You Will Know

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July 1, 2016

Why does TRUST! matter? Leading with character ethics is not just a matter of style or personal preference; it is good business. The outcome of leading with high character and high competency is order and TRUST, the essential pillars upon which relationships and organizational performance rest.

Preparing for Retirement – Retirement Planning 10 Years Out

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July 18, 2016

Will you have enough to retire comfortably? Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility ad potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up for a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

Experiencing Columbus, the Fun Part of Economic Development

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June 8, 2016

Discussing how local residents, groups, businesses are all a part of the economic mission of Columbus as ambassadors to build our region's national brand image.

The Sandwich Generation

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June 30, 2016

Many of us find ourselves simultaneously taking on the care-taking role for both our children and our aging parents these days. this can be both rewarding and stressful at the same time. Just keeping up with the day to day schedules of your children is a hard enough task, but now you add in additional doctor's appointments, failing health, long-term care issues and complex financial situations and it is time to get some practical advice with a little humor thrown in for good measure! This presentation is perfect for those of us that find ourselves in this situation and are looking for a little help along our journey.

“Oh My Aching” – a Map to Maneuver the Aches and Pains of Aging

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June 24, 2016

Hit the road to managing arthritis. Learn about types, symptoms and treatment. Offers suggestions on meeting the challenges of chronic pain.

The Hard Truth About the Soft Stuff

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July 18, 2016

People are your most critical and flexible asset, yet they often come with Drama... drama that gets in the way of work getting done. Human beings come with emotions: learning how and when to manage your own emotions as well as how to productively guide others' emotions is at the core of great leadership. This is emotional intelligence or "EI"...the

How to Protect Your Assets from Nursing Home Costs

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July 18, 2016

Building upon the information provided in "Estate Planning Essentials," this program covers Medicaid, VA Aid and Attendance Pension for wartime veterans or surviving spouses of wartime veterans, and long-term care insurance.

PERPETUAL REFERRALS: THE ART & SCIENCE OF NETWORKING

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July 18, 2016

Every person you know has strong influence over 250 people.  Add up the number of people who would attend your wedding or your funeral and multiply that number by 250.  If just a fraction of this number are potential customers (or donors, employers, or hiring managers, etc) then that amounts to a steady stream of "perpetual referrals"!

Increase Workplace Production

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June 29, 2016

Nowadays, doctors are increasingly citing stress as a major contributing factor to most illnesses.  Even though meditation should not be considered as a stand-alone cure, research has shown it to be beneficial for a wide range of health problems. Reduce the health problems and experience a productive, healthier and happier staff.

Fitting in Fitness

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July 18, 2016

How do you know where do you start when designing a personal exercise program? How about at the beginning! This seminar discusses the basics of exercise and fitness programs (goal setting, types of exercise, how to fit it into your day) and how to plan your own effective exercise plan.

THE VIDEO SHORTCUT: Rocket Your Business to Google’s Front Page

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July 18, 2016

You likely know that Google is the number one search engine; but do you know the Write captions for the selected photos. second most used search engine? YouTube. Who owns YouTube? Google. Google saw the future, and it is VIDEO.

“I Hate My Hearing Aids!” Why Aids Don’t Sound the Way You Think They Should

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July 1, 2016

A discussion of how hearing aids work and reasons why you may not be getting the results you expected. What to do about hearing aids that are not working for your situation and hearing technology & accessories may also be discussed.

12 Tips for Writing a Persuasive Bio

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June 29, 2016

Have you ever read a personal bio that has left you feeling FLAT????  Well, that is the effect of most written bios.  They do not persuade anyone to take action to reach out to you for your expertise or talents.  As a result of this information, you will learn 12 Tips to consider when creating and writing your Business or

30 Day New Job Jump Start – what to do the first 30 days of your next job!

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July 18, 2016

You've made it!  You got the offer and start next week!  For too many, a bad start can mean a quick finish in your new job if you're not ready.  This session will cover how to make a great first impression, how to ask no stupid questions, how to win with your boss and work with others successfully. Participants will

60+ Rules for the Road

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June 24, 2016

Driving is cognitively and physically demanding. Reviews sensory losses and suggestions to maximize your driving skill. make good choices instead of taking chances!

Advanced Medicare

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July 18, 2016

Medicare 201 Advanced information on Medicare Parts A, B and C, Medicare D (Rx) programs and a brief overview of Medicaid. Discussion and information on how and when to enroll and how it works with supplemental insurance. Learn important skills from a licensed broker to navigate drug formularies, provider networks, Medicare Advantage, Prescription Drug Programs (MA-PDP) and Medicare Supplement/Medigap plans.

An Introduction to Annuities

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July 18, 2016

Will your retirement savings be there for you? With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income. In

Assisting Parents When They Need Your Help

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June 29, 2016

This topic is broken down into mini workshops covering the financial, medical, and residential issues facing our aging parents and how to assist and guide them through the maze of information and options available in planning and decision making for the future. Most of the topics listed are ½ hour workshops. Two of these workshops can be combined for a

BBB Military Line Financial Readiness Workshops

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July 18, 2016

Be Stroke-Wise

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June 24, 2016

Identifies the common causes and effects of strokes. Discusses resources for diagnosis, treatment and rehabilitation.

Being a Leader of Character: “The Never Ending Hike”

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July 1, 2016

Beyond the Gym

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July 18, 2016

Exercise doesn't mean you always have to get on a treadmill. Get to know and explore different physical activity options outside of an exercise facility! Presentation includes a PowerPoint presentation, handouts and external resources.

Blueprint for Business Growth: : Leverage Workforce Diversity & Build Employee Equity

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July 18, 2016

The changing workforce is a constant challenge: it’s diverse, it’s aging and much of it may lack commitment to your business growth…and that can spell disaster for your business! This seminar reviews the challenges presented by today’s changing workforce as well as approaches to keeping the best and brightest of your workers. 21st Century business success requires getting the most

Business Ethics: What do We Mean by High Character and High Competence?

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July 1, 2016

Can’t We Just Resolve This? Using Mediation to Settle Disputes

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July 18, 2016

This presentation explains what mediation is, how mediation is done, and the advantages of using mediation. It can be done in a half-hour as a lecture or can be done in an hour with role- playing, with David as the mediator and two of the attendees playing the roles of the parties to the dispute.

College Planning

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July 18, 2016

Are you saving enough for your child's college? There's no denying the benefits of a college education, especially the ability to compete in today's competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That's why it's so important to start saving now. In this seminar on College Planning, you will

Community Resources: In Depth Look at How to Find Them and How to Use Them

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June 29, 2016

Not just a list! For those individuals in need or those caring for loved ones. Learn where to find resource assistance,how to qualify, and best ways to make them work for you.

Company Health Fair – Financial Wellness Support

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July 18, 2016

Does your company provide an employee health fair? Consider including information on Financial Wellness as well. Financial problems or concerns about saving enough for retirement is one of the leading causes of employee stress in the workplace. Your employees need financial guidance and education and look to their employer to provide support where possible. Consider COPEC Financial Partners to supplement

Consumerism, Health Savings Accounts (HSAs) and the American Way

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July 18, 2016

The Medical IRA: Why Health Savings Accounts (HSAs) are the Best Thing Since Sliced Bread Why do Health Savings Accounts (HSAs) make so much sense? Because this health insurance plan rewards you when you use it, and when you don't. Unlike flexible spending accounts (FSAs), you don't forfeit your funds at the end of a specified time period. HSAs compliment

Create Your Own Company Financial Education Series

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April 19, 2016

Does your company implement a full and ongoing Financial Education Series to your employees? It is important to not underestimate the importance of offering comprehensive workplace financial education for the benefit of both the employees and employer. Workplace financial education remains the best arena for reaching the most people but is not living up to it's potential. Also, if you

Create Your Own Company Financial Education Series

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July 18, 2016

Does your company implement a full and ongoing Financial Education Series to your employees? It is important to not underestimate the importance of offering comprehensive workplace financial education for the benefit of both the employees and employer. Workplace financial education remains the best arena for reaching the most people but is not living up to it's potential. Also, if you

Creating a Diverse Workforce; Finding Talented Mature Job Seekers

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June 29, 2016

Finding new staff members has become an electronic nightmare of resumes and applications! Recruiting is an expensive line item in every budget, but the current programs have created greater confusion in the search for successful candidates. EFS and other non-profit organizations in Central Ohio are ready to assist in meeting your next hiring need.Let's create diversity in your organization and

Cremation: Is it Right For You?

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June 30, 2016

Cremation continues to rise in popularity and in some states is chosen 50% of the time for funerals.Many people today don't know what options exist for their loved one.Did you know that you can witness a cremation for a family member? Just because you choose cremation, doesn't mean you can't have a service.Did you know that pet cremation is available

Decrease Absenteeism and Increase Productivity

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June 29, 2016

Absenteeism not only effects the productivity of those who are absent, but those who may be asked to perform extra duties as a result of the employee who did not report for work.  The stress-cycle only intensifies, but by practicing Primordial Sound Meditation on a daily basis it can help you to Manage Stress, Reduce Anxiety and Improve Co-Worker Relationships.

Dementia & Communicating with Confused Older Adults

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June 24, 2016

Reviews the potential causes of dementia and practical tips for communication.

Diabetes: Understanding Causes, Treatment & Prevention

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June 24, 2016

Reviews risk factors, symptoms and treatment options. Identifies the steps for prevention.

Do-It-Yourself PR

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July 18, 2016

If you're interested in incorporating public relations into your company's marketing mix but don't have the budget to hire an agency or consultant to help, you CAN do it yourself. In this presentation, Michelle will cover how to manage your own PR by focusing on the basics to increase visibility and drive traffic and sales your way.

Emergency Preparedness: More Than Just a Good Idea

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June 24, 2016

Emergencies by definition are unforeseen events that require immediate action. This program provides information on basic supply kits, developing a communications plan, and general principles of preparedness.

Employee Education and Engagement Understanding Your Health Insurance Benefits

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July 18, 2016

Health Insurance Basics: Join us as we demystify health insurance and learn to better understand our current benefits and take an active role in our health plan. We will explore how to read the Explanation of Benefits (EOB), how to calculate our maximum out of pocket, how to become a better consumer and how to understand what is covered and

Estate Planning for Moms and Dads

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July 18, 2016

Did you know that if parents don't name a guardian for their children that the court would decide who raises the kids if mom and dad die? What if the kids are with a babysitter and mom and dad are in an accident? Is anyone legally authorized to care for the children, or might they have to stay with Children's

Facts About Funerals

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April 27, 2016

A History of Funerals and Embalming Advanced Funeral Planning Costs of Funeral Services

Facts About Funerals

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June 30, 2016

A History of Funerals and Embalming Advanced Funeral Planning Costs of Funeral Services The Importance of Funeral Rites and Rituals The Role of Funeral Services in the Grief and Healing Process Resources for Grief How to Help Families Who Are Grieving What is Appropriate to Say What is Not Appropriate to Say When to Follow Up With the Family and

Financial Planning for Long Term Care

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June 29, 2016

This program is designed to help individuals and families develop a plan in the event a family member requires long term care assistance.  Long term care can devastate a family emotionally, physically and financially and long term care service are not typically paid from one's health insurance policy or Medicare. The program will explore the various options to finance long

Financial Planning Round Table Discussion (Maximum of 12 Attendees)

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July 18, 2016

Spend time talking finances with a Certified Financial Planner (CFP®). Have your employees submit questions ahead of time or just show up for an open round table discussion on financial planning issues important to you. This round table discussion is meant to have a maximum of 12 attendees and can include any other financial expert you choose. Insurance, Legal, Tax,

Five Critical Documents for the 18-Year-Old

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July 18, 2016

You may have a rock-solid estate plan in place, but what about your newly-minted 18-year-old? Did you know that if your "child" does not sign legal documents upon reaching 18 that you no longer have the ability to make decisions for them or even be informed of their condition if there is a medical emergency? This program discusses the five

Flexing Your Inner Caveman: KEYS to Change

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July 18, 2016

Change is always challenging because we default to our Inner Caveman: our fight or flight response takes over and interprets any change as a threat. As human beings we like comfort: we’re built to move toward "homeostasis:" our body’s default, our comfortable ways of doing and being. Change means that we have to adapt, to do something different than what

Going Green: Where Health & Well Being Meet

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June 24, 2016

Green' living is more than just recycling. It means eating healthier, being active and getting involved in our community. Find out what small steps you can take to positively impact the earth and your health.

Handling Credit and Debt Wisely

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July 1, 2016

This workshop will cover, in a positive manner, basic information about managing credit, good versus bad debt, and what to do if facing a serious financial problem. Why credit is an important tool for reaching financial goals How to manage debt in order to build your credit rating Various types of loan products and how they each work Interest rates

Hang onto your Talent by Growing Greener Grass

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July 18, 2016

If you’ve experienced the disquiet of employees, you know that most are continually looking for “greener grass”…a better job, a better employer, better conditions, etc. But what if you could actually BE the greener grass that employees seek? You really can keep the employees you want and lose those you don’t by upping your expectations, shifting career responsibilities and providing

Healthy Eating on the Go

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July 18, 2016

What happened to lunch? While it's not easy eating healthy on the go, this seminar will assist you in choosing healthy food options in our time crunched world! Presentation includes a PowerPoint presentation, handouts and external resources.

Herbal Remedies: Help or Hype?

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June 24, 2016

Learn how to assess the safety and effectiveness of herbal products. Reviews risks, cost, questions to ask and where to get more information.

Hold Your Own Against Cold & Flu

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June 24, 2016

Do you know the difference between a Cold and the Flu? Do you know how to prevent or treat both? Stock up on your cold and flu prevention and treatment knowledge.

Honey, why aren’t you working yet? – helping loved ones deal with your work status

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July 18, 2016

There are three types of people, the unemployed, underemployed and unfulfilled.  This interactive session will unpack the common symptoms associated with a household responding to "less than ideal" working conditions and consider healthy alternatives to enhancing family life. This session will relate to parents with "at home post college" adult children, the under-employed and full time unfulfilled who seek greater

How Do you Soar with Eagles When you Hire Turkeys

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June 30, 2016

Schoedinger Funeral and Cremation Service is Central Ohio's oldest family business. It is also the largest funeral home company based in Ohio. For six generations, the company has developed many best practices for creating a servant based culture and having the best of the best on its team.

How to Talk to Someone Who Has Hearing Loss

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July 1, 2016

Tips and strategies to use when communicating with those who don't hear well in business and social situations.

Humor: Jest for Health

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June 24, 2016

Offers insights into the relationship of laughter and feeling better, appropriate vs. inappropriate humor and how to find your funny bone. A senior audience favorite!

I D Theft Prevention, Detection and Recovery

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July 18, 2016

ID Theft Prevention

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July 1, 2016

This workshop is valuable for each person to understand that there are ID thieves who make a living at stealing information. How to protect one's identity and what to do if personal data is stolen will be covered. How does ID theft occur How Identify thieves use your information What precautions should be taken to prevent ID theft What to

Improve Your Eye-Q

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June 24, 2016

Learn about normal vision changes, age-related eye conditions, treatment choices and ways to maintain the best possible vision.

Income Tax Preparation and Strategies

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July 18, 2016

Whether you prepare your own taxes or have someone prepare them for you, this program will provide valuable information to help you get a better understanding of your taxes.

Interviewing Secrets for Your Career Search

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July 18, 2016

The most important phase of the job search process may be verbalizing your fitness to do the job AND be part of the team in the new environment.  Your application (and networking) will get you to second base but now YOU must impress them one more time to get an offer.  This workshop offers proven pointers on how to navigate the

Interviewing Skills for Experienced Professionals

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July 18, 2016

Investment Basics

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July 18, 2016

Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn't have to be difficult. In this seminar on Investment Planning, you will learn:      

Is it a scam, and how do you know?

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July 18, 2016

Is It Dementia or Normal Aging

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June 29, 2016

Discussion of normal, age-related memory changes as compared to changes that might signify dementia or 'pseudo' dementia, which is treatable. Tips to enhance memory for any age provided as well.

LinkedIn: Maximizing LinkedIn Branding Channels

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June 24, 2016

I've been told it is a marketing cliche that you need seven touches in order to get your message across. Basically, the more touches or contact you can have with a prospective customer in as many ways as possible, the more likely you are to build strong relationships and build your brand.

LinkedIn: Maximizing LinkedIn’s Potential for Your Business

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June 24, 2016

What is the best way to utilize LinkedIn to help your business? Why do I need LinkedIn when I already use Facebook?

LinkedIn: Profile Review (Why You Need a Complete Profile)

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June 24, 2016

What does it mean to be an "All-Star" on LinkedIn? What does it take to have a complete profile on LinkedIn? Why is it a competitive advantage to have a complete profile on LinkedIn?

Maintain Don’t Gain

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July 18, 2016

Oh, the holidays. That joyous time of year filled with food and spirits. Learn tips and tools to maintaining your weight through the holiday hustle and bustle! Presentation includes a PowerPoint presentation, handouts and external resources.

Making the Most of Your Paycheck

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July 1, 2016

This workshop helps participants learn to identify financial goals and develop a plan to reach them. It will include worksheets that participants can use in their daily lives. Tracking spending, prioritizing expenses, and incorporating goals into one's everyday spending plan will be discussed. Goal setting - Getting what you want Developing a spending plan that matches your paycheck Identify what

Making Your Business Older Adult Friendly

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June 29, 2016

Marketing or expanding your business to the Greatest Generation? An in-depth look at how to make your office environment, marketing materials, phone systems,and employees more user friendly for Older Adults.

Managing Your Family’s Expectations after a Job Loss

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June 30, 2016

Why is it that when you lose your job everyone around you knows exactly what you should do to find another one and isn't afraid to share that information with you whether you want to hear it or not? This presentation will provide insight into how the loss of a job impacts a person and explains that the loved ones

Mature Job Seekers: Hidden Jewels of the Job Market

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June 29, 2016

Employers need experienced, qualified and reliable candidates; how do you make yourself into the best candidate? This presentation will discuss the issues in today's economic climate and the barriers mature job seekers must overcome to re-enter the workforce. We will review tips on how to translate your skills into today's opportunities, what the application process requires, what is new about

Maximize Your Memory

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June 24, 2016

Find out how memory works and the factors affecting it. Learn techniques to improve and maintain your memory.

Media Training – How to Handle Media Interviews

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July 18, 2016

So, you've scored a media interview - now what?! This presentation will cover how to prepare for your interview, including what to say and perhaps more importantly, what NOT to say, to a reporter.

Medicare 101

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June 29, 2016

Learn Medicare Basics: Part A,B,C,D and Supplemental. When to sign up, and what are the costs. A must for those considering retirement!

Medicare Planning

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June 29, 2016

Basic information on Medicare, Medicare D programs, Medicaid. Discussion and information on how to get it, how it works with supplemental insurance and changes.

Networking for Job Transition Success

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July 18, 2016

Nutrition 101

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July 18, 2016

What is proper nutrition? There is a lot of information out there to make sense of. Learn which types of foods are best to fuel your body and mind. Presentation includes a PowerPoint presentation, handouts and external resources.

Old Dogs & Young Pups: When Generations Collaborate

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July 18, 2016

Each of the four generations in today’s workplace brings very different—and often contradictory—values, beliefs and expectations to work where the success of the organization depends upon their strengths and collaboration. Never before have four so different generations worked side-by-side: loyal Traditionalists; idealistic Baby Boomers; pragmatic Gen X-ers; and confident Millennials. And a 5th generation—Gen Z / Gen Tech—adds yet another

Probate Primer

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July 18, 2016

An explanation of the basic steps of the probate process intended to give a general idea of what the executor will be responsible for handling. The program begins with a discussion of probate v. non-probate assets, then moves to the role wills play in the probate process. Then, a description of the main steps of probate including some of the

Public Relations: Beyond the Basics

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July 18, 2016

Do you have a basic understanding of public relations but want more in-depth information? This presentation goes deeper on a number of public relations initiatives, such as: Incorporating social media into your PR efforts Writing effective press relations The best way to reach busy reporters And more... Michelle goes beyond the basics to provide additional information for those who want

QuickBooks Basics

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July 18, 2016

This is a basic overview of accounting principles and how you can utilize QuickBooks for your business to bill customers, pay vendor bills, maintain your bank accounts and analyze your financial data using the reporting features.

Reduce Employee Stress and Lower Group Insurance Rates

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June 29, 2016

There is a direct correlation between stress and disease.  Practicing Primordial Sound Meditation can lower blood pressure and enhance your employees sleep patterns so they come to work in a healthier and happier state of mind.  Less stress impacts the workforce with less disease and less insurance claims...it becomes a win-win for all parities concerned.

Resume & Profile Development Strategies for Your Career Search

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July 18, 2016

The concept of the main job search tool, the resume, is evolving quickly.  What makes for a modern, competitive resume?  Using current resume writer techniques, Jim reviews what works (and what does not), and shares one of his top job search secrets to getting past the application stage of the job search process and scoring interviews.  In addition, Jim will discuss the

Retirement Income Decisions – Retirement Planning 2 Years Out

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July 18, 2016

Will you have enough money? Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there is no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility

Retirement Savings Challenges for Women

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July 18, 2016

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. Attend the Retirement Savings Challenges for Women seminar, and you will learn: The importance of planning for retirement The need to account for inflation, taxes, and the potential future cost of health

Roth IRA Conversions

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July 18, 2016

Are you thinking about converting to a Roth IRA? Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth conversion right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you'll be in

Senior Living Options: Where to Look, What to Look For, and How to Pay For It

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June 29, 2016

An overview of living options for seniors. Includes all types of environments, what to expect, costs, and qualifying for funding sources.

Senior Sleep

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June 29, 2016

Discussion of health problems and age-related changes that can affect sleep quality. Tips to improve sleep quality provided.

Sharing Our Stories: The Benefits of Life Review and Reminiscence

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June 24, 2016

This topic looks at the positive reasons for relating your memories and gives ideas and tips for recording them.

Skin – The Great Protector

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June 24, 2016

Peel back the layers of information on the body's largest organ! Find out what your skin can tell you about your health. Offers suggestions on how to keep your skin healthy and working for you.

Skin in the Game – discerning when, how and where to invest in your job search

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July 18, 2016

Employers want to spend money to find talent as much as job seekers want to invest in their job search, which is as little as possible.  But when traditional methods fail to produce the value necessary for both parties, how does the job seeker determine when, what for and how much to spend?  This session will examine good, poor and

Smart Consumer Workshop for Teens

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July 18, 2016

Social Security and Medicare Planning

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June 29, 2016

Have you ever wanted to know the best time to begin Social Security payments; how spousal benefits work; what is included in Medicare benefits or how to navigate the many available options; what does Medicaid cover & who is eligible or how an insurance policy works? This program will provide an overview and address frequently asked questions relating to Social

Social Security Planning

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June 29, 2016

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision In this

Sound & Hearing

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July 1, 2016

Basic information about sound, ear anatomy and how the ear works as well as information on how to protect your hearing.

Special Needs Planning

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July 18, 2016

Do you have a loved one with special needs? Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one. In this seminar on Special Needs Planning, you will learn:

STEP 1: Selecting the Tradeshow/Expo that is right for YOU!

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June 29, 2016

The Tradeshow Industry is OVERWHELMING!  In the United States there are over 7,000 Tradeshows, 15,000 Conferences and 26,000 Shows/Festivals each year.  So, how do you know which ones to commit to and reserve booth space within???  The Tradeshow Doctor, Diane Wingerter, has the answers you need.  You will walk away with a tangible checklist along with the knowledge necessary to

STEP 2: PLANNING: The Numbers Philosophy

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June 29, 2016

The Exhibitor's motive for participating in a Tradeshow, Conference, Show, Expo, Festival or Fair may exist for a combination of reasons. Once the overall purpose is determined, Planning Formulas will be discussed in order to have a clear expectation of the results you should obtain.  The Tradeshow Doctor, Diane Wingerter has the proven prescription to determine your outcome before the

STEP 3: PREPARATION: The Pre-Event Checklist

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June 29, 2016

As you begin to prepare for any event, there are an overwhelming number of decisions that you will need to make.  The Tradeshow Doctor, Diane Wingerter, has created the step-by-step checklist necessary to streamline this process and make sure that you have given each detail the proper consideration.  There is a difference between making a conscious decision not to do

STEP 4: EXECUTION–The Exhibit Day

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June 29, 2016

This is the day you have been waiting for! The selection, planning and preparation steps have lead up to The Exhibit Day!  This is the day or series of days when you implement and execute all that you have planned and prepared to do!  So, The Tradeshow Doctor, will share all the tricks and tips necessary to attract attendees to

STEP 5: FOLLOW-THROUGH–Post-Event Tasks

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June 29, 2016

If you are NOT going to Follow-Through with those you met during the Tradeshow, Conference, Show, Expo, Fair or Festival, then why did you set-up in the first place?  This is a valid question, as unfortunately it is a common mistake!  The Tradeshow Doctor, Diane Wingerter, provides the post-event tasks necessary to keep your hard-work and momentum moving in your

STEP 6–ANALYSIS

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June 2, 2016

The final step is where the rubber meets the road. The Tradeshow Doctor, Diane Wingeter, will assist you in discovering your Return On Investment (ROI). During this final Step you will truly determine if the event was worthwhile and if you should repeat the event year after year! Value of this final step in the 6-Step Prescription for success....priceless! Analyze

Stress Management Works!

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July 18, 2016

What exactly is stress? How does it affect us physically and mentally? How do we deal with it? Learn tools and skills to help reduce and prevent daily stress and anxiety. Presentation includes a PowerPoint presentation, handouts and external resources.

Stuff: Tips for Downsizing and Managing Clutter

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June 24, 2016

As we get older, many of us struggle to manage all the possessions we have accumulated. This session will offer some insights as to why we collect what we do and when we should be concerned about our collecting. Offers practical tips to assist in downsizing our homes and reducing the clutter in our lives.

Taking Charge of Your Professional Career Search

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July 18, 2016

Jim will share proven techniques, tools and secrets that have helped many job seekers navigate successfully through their search. Topics addressed include how to be strategic, branding yourself (from the brief networking intro to the full-blown elevator pitch), following up appropriately, and developing a powerful approach in resumes and social media profiles.  Jim will also expose myths about the job

Talking to Children about Death

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June 30, 2016

Many people today don't know what to do when there is a loss in the family.Often, it is not discussed or children are kept away from the conversation.But what are we teaching the next generation? If you avoid things, they will go away? Schoedinger Funeral and Cremation Service is Central Ohio's largest funeral business and addresses this issue head on.Learn

The Bounce Factor: Strengthen Resilience ~ Control Stress

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July 18, 2016

As work, home, the economy and society continue to throw change and challenge your way, how are you coping? Does your resilience help you bounce back or are you struggling to handle set-backs, big and small? Resilience can be strengthened by learning how to leverage your brain and mind: knowing your auto responses, consciously recognizing outdated thinking and then shifting

The Course of Crisis

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July 18, 2016

Job loss is a jolt to our emotions and has subtle and obvious affect on the unemployed and their loved ones.  Learning about this crisis experience will help those affected know what to grab hold of and prepare for the inevitable ups and downs of the rollercoaster experience.  Participants will learn the crisis cycle, assess their own stressors and learn

The Psychology of Scams

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July 18, 2016

To Get Your Foot in the Door, Use a Wedge

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April 27, 2016

The eight-step strategy that WILL secure appointments with the right decision makers at companies where you otherwise have no connection.

To Get Your Foot in the Door, Use a Wedge

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July 18, 2016

When building new client relationships, "getting your foot in the door" consistently presents the greatest challenge for business-to-business (B2B) sales professionals. To this end, we have identified FIVE primary "door jams:" No connection or previous relationship. Not knowing the identity of the decision maker. The contact's own distractions. The gatekeeper. The economy, everyone in a "hold" mode. How do you

Too Young To Retire — 2Y2R

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July 18, 2016

The concept behind 2Y2R is that there are three main issues facing us as Boomers: Health, Wealth, and Staying Productive / Career / Work.  Jim facilitates the discussion to provide ideas on options available at any stage of life.  Experts on health and wealth are invited (from COPEC speakers) to provide invaluable advice in those related areas.  Most of us

Tools for Independence: Caring for Someone in a Care Facility

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July 18, 2016

This program is for families transitioning a loved one from the community to the nursing home setting. Discusses choosing a facility, strategies for managing care, and resident's rights.

Tools For Independence: Getting Started & Planning Ahead

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July 18, 2016

Information on long-term care, financial realities, and legal tools for planning.

Tools For Independence: Navigating the Health Care Maze

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July 18, 2016

Learn about consumer rights, tips for getting high quality care in various settings.

Tools For Independent Living: Caring for a “Difficult” Family Member

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July 18, 2016

Discuss circumstances which can provoke difficult behaviors, and learn techniques for coping with these behaviors.

Tools for Independent Living: Caring for Someone in the Home

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April 27, 2016

Develop tips/techniques for providing home care for loved ones.

Tools For Independent Living: Family Dynamics & Aging

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July 18, 2016

Learn common characteristics of spouses, adult children and siblings involved in caregiving and how this relates to common caregiving challenges. Information to help overcome obstacles in family caregiving discussed.

Tools for Independent Living: Preventing Burnout in Caregiving

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July 18, 2016

Identify signs of caregiver stress and burnout; common emotions and coping strategies discussed.

Top Scams Targeting Seniors

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July 18, 2016

Tradeshows, Expos and More…..The Prescription For Success

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June 29, 2016

If you have ever thought or said...."I did one Expo before and I didn't get anything out of it"....then you NEED to attend this Seminar.  The introductory information covered during this presentation applies to Trade Shows, Expos, Job Fairs or ANY Exhibit Space Opportunity.  If you want to ENSURE THE SUCCESS of your Exhibit Space investment, then you must attend

Trump Reform: The post-election ACA

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April 19, 2016

Trump Reform: The Post Election ACA Health Reform - Navigating the Changes in Healthcare The Affordable Care Act makes sweeping and dramatic changes to how employers manage their employee benefits. It is crucial to stay abreast of changes that will immediately impact your businesses as well as begin preparation for future requirements that will have financial and administrative impact. Join

Twelve Indisputable Facts About Linkedin Profile Preparation

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July 18, 2016

Understanding Credit Reports and Credit Scores

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July 1, 2016

This workshop provides the basics to help people understand the importance of taking charge of one's credit identity. Participants leave knowing how to access their personal credit report and obtain their credit score, as well as how to use the information contained on the reports to impact their financial lives. 1. What is a credit report and credit score 2.

Understanding O*Net: Key tips to expand career options

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July 18, 2016

O*Net is the nations primary source of occupational information.  Central to the project is the O*Net database, containing information on hundreds of standardized and occupation-specific descriptors.  Successful job seekers learn how to expand career options by integrating transferable skills and job functions to the O*Net system.  If you're looking to improve your job search with an enhanced focus of career

Variable Annuities

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July 18, 2016

Will your retirement savings outlive you? With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income. In this seminar

Weight Loss Basics

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July 18, 2016

Information on the fundamentals of successful weight loss. Education on how nutrition and exercise play a role in healthy weight loss. Tips, advice and suggestions on how YOU can achieve and maintain a healthy weight! Presentation includes a PowerPoint presentation, handouts and external resources.

Wellness Wonder Foods

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July 18, 2016

Meat, dairy, fruits, vegetables, grains, nuts so many options! How do you know which of these are food superstars? This session explores the best of the best and which foods you should be eating most of in your diet and why. Presentation includes a PowerPoint presentation, handouts and external resources.

What Do you Do When a Pet Dies?

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June 30, 2016

Schoedinger Funeral and Cremation Service is Central Ohio's oldest family business. It is also the largest funeral home company based in Ohio. The Schoedinger family knows that pets are an important part of any family. Losing a pet can be a very difficult experience.Our experts will talk about pet loss, what all is involved with pet cremation, honoring the pet's

Women & Money

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July 18, 2016

Do you know the steps to take charge of your financial future? Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future.

Working with a Professional Recruiter

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April 27, 2016

Working with a Professional Recruiter

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July 18, 2016

Writing an Ethical Will

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June 30, 2016

An ethical will reflects the voice of the heart. Think of it as a love letter to your family. Every ethical will is as unique as the person writing it. Today's modern ethical wills include things like important personal values and beliefs, spiritual values, hopes and blessings for future generations, life's lessons, love, forgiving others and asking for forgiveness. There

You’re not alone! – understanding job clubs and career ministries

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July 18, 2016

According to a recent SHRM survey, the average daily time an unemployed person spends on their job search is 41 minutes!  Several factors affect this but the primary solution is to be in accountable relationships with other people. According to the US Department of Labor, there are over 10,000 job clubs and career ministries throughout the US.  In 2014, the

Your BBB Center for Character Ethics

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July 1, 2016