Welcome to the Retirement Speakers Bureau!

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

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

Please let us how we may help you find the perfect speaker for your audience!


The Retirement Speakers Bureau Featured Speakers

Featured Speakers

Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Robert Keebler, CPA, PFS, MST, AEP, Distinguished Retirement Tax Expert

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

Matthew Allen, Social Security Expert

Emily Gang, Medicare Coach and Expert

Robert Laura, CPRC, Retirement Activist, founder of RetirementProject.org, and the Retirement Coaches Association.

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

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRAs, 401(k) Mistake Preventions Expert

Kelley Long, Health Savings Account (HSA) Expert

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

Lori Bitter, Business of Aging Expert

Joanne Giardini-Russell, Medicare, Medicare Advantage and Medigap Expert

Alexandra Macqueen, CFP®, Retirement Income Author & Expert.

Heather Schreiber, RICP®, Social Security Expert

David Blanchett, Ph.D. CFA, CFP®, AIFA , Head of Retirement Research, Morningstar, Retirement Research and Income Planning Expert

Shelley Giordano, Reverse Mortgage Expert

Paul Malley, Advance Care Planning Expert

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

Phil Bongiorno, Home Health Care Expert

Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Expert

Ron Mastrogiovanni, Retirement Health Care Planning Expert.

Peter Stahl, CFP®, CLTC®, CMFC®, Retirement Health and Financial Planning Expert

Brad Breeding, CFP®, Senior Living Expert

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

Joe Tabers, CSP, Effective Presentations Skills and Retirement Counseling Skills Expert "

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

Heather Holmes, Retirement Longevity, Health and Wealth Expert

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

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

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

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

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

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

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

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

Steve Vernon Successful Retirement Health and Wealth ExpertSteve Vernon, FSA, MAAA, Strategies for a Healthy and Secure Retirement Expert

Erin Fisher, President of Find Medicare PlansErin Fisher, Consultant and Medicare Expert

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

Dr. Katy Votava, Making the Most of Medicare Expert