August 13 2020 Program Applying Lean Six Sigma to Personal Finances – A Quality Engineer’s Journey

August 13, 2020 Program Meeting Details


6:00pm – Informal Networking

6:30pm – Welcome & Introductions

6:50pm – Guest speaker presentation

7:45pm – Q&A and Wrap-up comments

8:00pm – Adjourn

Speaker: Bill Luhrs, Prism Investment Mgmt

Title: Applying Lean Six Sigma to Personal Finances – A Quality Engineer’s Journey

Abstract: A sudden layoff after 28 years as a successful quality leader results in the question, “Could I Retire Today?” Learn how a quality engineer applied corporate lean six sigma tools to define his present and future state, identify waste and apply a PDCA methodology to his personal finances. Continuous improvement, not fancy investments, is the better approach to a clear and confident path to retirement.


  • The four variables which will determine your financial security (only one is investment related)
  • Three hidden ‘muda’ which will drain your financial security and how to avoid them
  • The power of continuous improvement, compounded over decades 
  • How to apply PDCA to stay on your financial path

Biography: Bill Luhrs is former quality engineer and leader at GM, Ford, Dell Computer, Raytheon and ABB Solar. He holds a BS in Industrial Engineering, is a former ASQ CMQ/OE and Baldrige assessor for the Southwest Alliance for Excellence. Bill is three years into his second career as a financial advisor at Prism Investment Management based in Scottsdale, AZ.

WebEx registration link:

Call-in toll-free number (US/Canada)


Access code: 127 674 2179

  1. Click on the blue “Register” hypertext in the upper left corner, across from “Event Status”
  2. Fill out the registration form, click on “Submit”

  1. You will receive a confirmation email from either “” or “”. Save this message!
  2. At the designated start time of the meeting (6:00pm MST, July 16), open the confirmation email, and click on the green “Join Event” button.




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