IRA Retirement Guide Lynn Shepherd is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in tax-efficient retirement income, distribution, and rollover planning. Her SWAN360 process is designed to help you define your values, set your goals, reduce unnecessary risk, and control taxes as you prepare for and experience retirement. Lynn believes strongly in financial education. She has partnered with the State of Ohio to provide retirement planning classes and provides workshops for various libraries in Stark County. Since 2004, Lynn Shepherd has served as a Retirement Planning and Elder Care instructor for the Ohio Treasurer's Women & Money workshops. In 2011 she was invited back to teach Retirement Planning for the expanded Ohio Treasurer's financial workshop, now called Smart Money Choices. As a specialist focused on personalized retirement planning, Lynn helps conservative Ohio and Florida residents who are nearing retirement or retired. A financial MAP defines your values, sets your goals, and reduces unnecessary risk. The goal is to help you transform savings to income and protect your hard earned retirement savings. There is so much more to retirement planning than investments.