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Clarity in planning leads to confidence in your future. We are passionate about bringing this message, through our book and through opportunities to speak or conduct workshops, to people who are nearing retirement or who have recently taken that step. Knowledge is power; we seek to provide the basic education that can drive out fear and enable individuals to move toward the future with greater confidence because they are more prepared.

Speaker Services

Individually, or as a team, Joseph and Marie introduce your group to the retirement preparation principles of Income for Life. In a 20 to 30 minutes presentation we cover the book’s basic principles for your community, educational, faith-based, or organizational event. Learn how to assess your readiness for retirement and begin the preparations for deeper conversations with trusted advisors.


Interested in diving deeper into the material with your team or organization? Joseph and Marie will conduct multi-hour sessions, half day or full day, that walk through the entire process in a group setting. Participants will come away with greater clarity as they look toward retirement. They will be setting the foundation for their retirement income plans as they begin to formulate a roadmap for their future.

Advisory Services

Working through Income for Life on your own or as a group member sets the stage for taking the next step. It all starts with a plan. When you’re ready to sit down with an advisor, our team at Quest Capital Management is here to help you build a clear plan that can prepare you for retirement and whatever tomorrow brings.

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