I. Introduction

PLANNING, Inc. is a minority owned, service disabled, veteran owned small training company specializing in human resource needs with particular emphasis on providing information to government employees on their federal retirement benefits, financial and estate planning, lifestyle transition and health in retirement. We have organized and delivered over 3,700 programs to 70 different federal agencies since 1982 reaching more than 115,000 participants. In addition to these programs, we provide one-on-one retirement benefits counseling for federal employees when requested by their agencies.

II. Seminars

Our workshops are structured around two fundamental themes - health and wellness and work balance. They are conducted by health educators and lifestyle/transition professionals and supported by audio/visual aids. Workshops are built around the following topics:

Health Workshops

• Components of Wellness
• How Fit Are You
• Designing a Muscular Strength and Endurance Program
• Designing a Cardiovascular Fitness Program
• Why People Don't Lose Weight
• Body Fat Assessment 
• Creating the Recipe for a Balanced and Healthy Lifestyle 


Work/Life Balance Workshops

•  Perspectives on Life Transitions
•  Creating a Balanced and Satisfying Retirement
•  Positive Thinking - Make It a Choice
•  Mid-Career Transitions
•  Stress Without Distress
•  Caring for the Caregiver

Seminar Features:

•  Objectives Stated for Each Seminar Topic
•  Handouts and/or Worksheets Provided for Each Seminar
•  Excellent Interaction Between Instructor and Students
•  Length of Seminar Can Vary By Topic and/or Grouped Together in Half or Full Day Programs

III. Instructors

Resumes with Qualifications and Work Experience of Our Instructors Can Be Provided Upon Request

IV. Address, Contact and Profile Information 

Virginia Office

Texas
6800 Versar Center, Suite 450
Springfield, VA 22151-4177  
Tel. 703-256-4220 - Fax 703-642-1088 
207 Mandalay Canal
Irving, Texas 75039
Tel: 469-893-1765 - Fax: 469-893-1798
 
POC: Marc Tripp, Sr. Vice President & COO - marc@planprograms.com
Paola Bolasny, Program Manager - paola@planprograms.com

 

Business Size

Business Type
Small/<$7.0M Corporate Entity (not tax-exempt)
Service-Disabled, Veteran-Owned Small Business
EIN: 52-2254450
DUNS: 196085997
GSA MAS: GS-02F-0002R
CCR:
ORCA:
Active. Updated Jan. 25, 2012 
Last updated Jan. 27, 2012.  Active Through Jan. 27, 2013
NAICS Code: 611430, 541611, 541612, 541690, 611710