My research and study is taking me deeper into areas when life and money are in transition–retirement, illness, and death. These issues affect Canadians, their employers and their advisors. While there is a range of topics related to these interests, the following is a sample of the most topical issues for presentations or speaking engagements.

  • Where There’s a Will, There’s a Way: Modern Estate Planning
  • Retirement Matters: Make the Most of What You’ve Got
  • Why Value and Transparency Matters
  • Buying and Selling a Book of Business.

Your presentation will be customized to the needs of your audience.

Resources and Other Programs

My programs may be accompanied by one of the Financial Intelligence™ series of learning tools.

Retirement research

Books by Sandra – Click to see all books

Custom consulting through Headspring Consulting Inc.

To contact Sandra Foster, email