• Education About Life Transitions

    by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | August 9, 2016

    Transition Planning sign
    As life transitions occur additional education and guidance is sought. Retirement from full time employment is one of those transitions that most of us go through. We normally have recommended “The New Retirementality” by Mitch Anthony https://www.mitchanthony.com/shop/ as one such resource. Another book for other transitions like mid-life crises or selling a business is “Half Time” by Bob Buford https://www.amazon.com/Halftime-Significance-Bob-P-Buford/dp/0310284244. We would like to know what books you have read that have helped you through life events. If you have a guiding book that you would recommend to others please share the book title and author with us by sending an email to David Strege at dstrege@onlyworkforyou.com. We would like to restock our reading library to be able to share these books with others.

    -David Strege, CFP®, CFA
    David Strege, CERTCFC, CKA®, Co-Founder & Board Member
    David Strege, CERTCFC, CKA®, Co-Founder & Board Member
    David Strege has more than 40 years of experience in financial consulting and advising, and is a co-founder and board member of Syverson Strege. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.

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