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 Expert

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

Robert Keebler, CPA, PFS,
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,
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,
, 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, 
Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Expert

Ron Mastrogiovanni, Retirement Health Care Planning Expert.

Peter Stahl, CFP®, CLTC®,
, 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®,
, 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