Welcome to the Retirement Speakers Bureau!

Retirement speakers for your next conference, client event, or internal professional development program

Let us help you find the perfect speaker for your audience!

The right speaker attracts attendees and makes your event a success. 

We are here to help you find the retirement speaker who best addresses your audience’s needs and budget. We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost 30 years in the financial industry. We guarantee that the results and expertise of the speakers offered to you on this site will exceed your expectations.

Services range from keynote speakers to multi-day professional development programs and everything in-between. Sessions can be delivered live or in online sessions with hundreds of individuals across the country. Our speakers specialize in topics for audiences including:

  • Financial and retirement advisors
  • Bank advisors, licensed bankers, branch managers and tellers
  • Call center, home office and support staff
  • Employee benefit professionals
  • Public and private sector plan trustees and board members
  • Public plan administrators, employees, retail customers and consumers

Why did we create a retirement speakers bureau?

The retirement income phase of one’s financial life is more complicated than their retirement accumulation years. Saving for retirement pales in comparison to managing retirement risks, minimizing tax implications, and the retirement income decisions that need to be made before, at and during retirement.

Our goal is to help make the proven retirement income, risk and readiness approaches of today’s leading experts more accessible to advisors and consumers so they make informed decisions that secure retirement.


How do we select speakers to be included in our retirement speakers bureau?

We have 30 years’ experience serving on the planning committees of over 100 national retirement conferences, including Chairing the 2020 National Financial Planning Association Conference. We know a LOT of speakers who effectively deliver high-quality, thought leadership content that helps advisors and consumers make informed decisions.

We are committed to providing professional retirement education, continuing education and training resources for financial services firms, retirement professionals, and employers desiring to provide solutions that focus not only on the accumulation of wealth, but also the mitigation of retirement risk, retirement income management, and maintaining retirement quality of life.

Our Featured Speakers

Featured Speaker Featured Speaker Featured Speaker Featured Speaker

Blaine Aikin, AIFA®, CFA, CFP®,
Fiduciary Responsibility
Retirement Speaker

Mary Beth Franklin, CFP®,
Social Security Claiming Strategies Retirement Speaker

Robert Keebler, CPA, PFS,
, Distinguished Tax
Expert Retirement Speaker

Wade D. Pfau, Ph.D., CFA,
Retirement Income Speaker

Matthew Allen,
Social Security Retirement Speaker

Emily Gang
Medicare Retirement Speaker

Robert Laura, CPRC
Retirement Coaching Speaker


Barry Sacks, PhD, JD,
Reverse Mortgage Retirement
Portfolio Longevity Speaker

Denise Appleby, APA, CISP,
IRAs, Distributions, 401(k) Mistake
Preventions Retirement Speaker

Kelly Long Health Savings Account ExpertKelley Long, CPA, CFP,
Health Savings Account (HSA) Retirement Speaker

John Salter, PhD, CFP, AIFA,
Wealth Manager and Standby Reverse Mortgage Speaker

Lori Bitter,
Business of Aging Expert

Joanne Giardini-Russell, Medicare,
Medicare Advantage and
Medigap Retirement Speaker

Alexandra Macqueen, CFP®,
Author and Retirement
Income Speaker

Heather Schreiber, RICP®,
Social Security and Retirement Income Speaker

David Blanchett, Ph.D. CFA,
, Head of Retirement Research, Morningstar, Retirement Research and Income Planning Speaker

Shelley Giordano,
Reverse Mortgage Retirement Speaker

Paul Malley,
Advance Care Planning
Retirement Speaker

Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Speaker

Phil Bongiorno,
Home Health Care Retirement Speaker

Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Retirement Speaker

Ron Mastrogiovanni, Retirement Health Care Planning
Retirement Speaker

Peter Stahl, CFP®, CLTC®,
, Retirement Health and Financial Planning Speaker

Brad Breeding, CFP®,
Senior Living Retirement Speaker

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Retirement Risk and Income Speaker

William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.William Meyer, Social Security
and Optimal Asset Drawdown
Strategies Retirement Speaker

Joe Tabers, CSP, Effective
Presentations Skills and Retirement
Counseling Skills Speaker

Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Speaker

Heather Holmes, Retirement Longevity, Health and
Wealth Speaker

Betty Meredith, CFA,CFP®,
, Advocate for the Retirement Security of Middle Income Americans

Sandra Timmermann, EdD, Gerontologist, Successful Aging
in Retirement Speaker

Michael Falk, CFA, CRC®,
Behavioral Finance and Retirement Contrarian Speaker

Cindy Hounsell, JD – Women and Retirement Advocate and ExpertCindy Hounsell, JD, Women and Retirement Advocate and Speaker

John E. Nelson – Purposeful Retirement Advocate, Author & CoachJohn E. Nelson,
Purposeful Retirement
Advocate, Author & Coach

Lili Vasileff, CFP®, MAFF, CDFA® - President, Divorce and Money Matters, LLCLili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce
Retirement Speaker

Michael Finke, PhD, CFP®,
Professor of Wealth Management, American College

Annalee Kruger, President, Care Right Inc.Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Speaker

Roy Ramthun, MPH, HSA ExpertRoy Ramthun, MPH, Health Savings Account (HSA) and Consumer-Driver Healthcare Retirement Speaker

Steve Vernon, FSA, MAAA, Strategies for a Healthy and
Secure Retirement Speaker

Erin Fisher, President of Find Medicare PlansErin Fisher,
Consultant and Medicare
Retirement Speaker

Dr. William Reichenstein, CFA – Social Security Strategies ExpertDr. William Reichenstein, CFA,
Social Security and Optimal
Asset Withdrawal Strategies
Retirement Speaker

Dr. Katy Votava, Making the
Most of Medicare
Retirement Speaker