Lifetime Wealth Principles

Lifetime Wealth Principles provides financial education services to corporate clients of career consulting firms and corporate human resource clients.  LWP has a nation-wide professional training staff dedicated to providing financial education based on Nobel-prize winning concepts that are the best in the industry. 

Our Specialty

We specialize in transition management, whether a career change or upcoming retirement, and the accompanying stressful financial concerns. At Lifetime Wealth Principles, we believe that a significant way to reduce that anxiety is for those individuals going through a transition to fully understand their overall financial picture and to gain the knowledge to make the best decisions for their individual situation.  For the past 18 years, our instructors have been serving the needs of thousands of individuals going through transition at FORTUNE 500 companies, helping them understand where they are now financially, what their goals are, and how to work to reach those goals.

Program Offerings

LWP offers both standard and custom designed financial planning seminars.  Our seminars are designed to meet the needs of individuals at any organizational level in any stage of their career.  Our standard program includes choices of a half-day seminar focused on the needs of people in career transition and a full-day seminar devoted to the interests of those who are retirement eligible.  Lifetime Wealth Principles has a tiered training and certification program for our instructors that, along with continuous review of seminar feedback, ensures consistency of seminar delivery.  The participants’ satisfaction ratings for our seminars are exceptionally and consistently high.

Each half-day Financial Management Seminar covers topics that are on the minds of individuals in career transition. We welcome and encourage the participation of spouses/partners in all of our seminars so that they may better understand their family’s financial choices. Several of the many topics discussed in the half-day workshop include:

Supplemental Services

Seminar participants and their spouse/partners will receive financial management material for their later reference.  Also, after each seminar, participants are offered their choice of comprehensive financial management services, including financial analyses for their individual needs. 

Client Satisfaction

Individuals attending our seminars continue to express their appreciation for our trainers’ abilities to deliver financial principles in easy to understand terminology.  The participants have also communicated that the subsequent one-on-one financial counseling sessions are of great value.  This combination of financial planning seminars with the analytical services Lifetime Wealth Principles offers is simply unparalleled in the industry.  We encourage anyone interested in learning more to participate in one of our many seminars given nation-wide by contacting us at:

Lifetime Wealth Principles

Toll Free: 1.877.LWP.3456

www.lifetimewealth.com