Couple looking to the horizon on a boat


Invigorate and Transform your Advisory Business

Discover the strategies and how-to’s that will launch your business to greater heights. Join Gerri Leder, Jennifer Goldman, Bill Winterberg, and Krista Sheets for a day of learning, sharing, intimate setting, and roundtable discussions during lunch. Learn the functional framework for transforming your business into a thriving one! Our industry experts are sharing their best advice with NO sales pitches nor sponsors. Limited to 50 attendees. Learn more…

Register NOW


Shore Workshops

Long-time Shore residents, weekend commuters and retirees face many choices.

The second half of life can be satisfying, fulfilling and significant. This interactive workshop offers guidance, clarity and direction:

  • The opportunities of midlife (50s, 60s, 70s and beyond)
  • Fulfillment beyond work
  • Beyond your comfort zone
  • Life purpose
  • Readings and Resources


Check back for upcoming dates.

Ready now? Contact Gerri to schedule your personalized meeting.