2018 CEPS Workshop Testimonials and Special Guest


 Plan4Life Featured on Advisor Success Series Podcast!

Co-Founders Annalee Kruger and Bob Mauterstock were honored to discuss Plan4Life and its Certified Elder Planning Specialist program as guests on the highly regarded “Advisor Success Series” podcast. Listen in to hear how Bob’s 30 years of experience as a CFP, when combined with Annalee’s extensive senior care planning background, has created a one of a kind Professional Designation and CE opportunity.

 Bob Featured on the Wicked Pissah Podcast!

Bob Mauterstock was a guest on the Financial Planning Association of Massachusetts Wicked Pissah Podcast. Listen in as he shares his wealth of knowledge.


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