Author Archive

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP®, Author, is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada.

Passion/Expertise
Alexandra provides comprehensive and authoritative financial writing and editing for academic and industry publications, and is known for her expert-level knowledge of:

  • Annuities, annuitization, and longevity-guaranteed income streams;
  • “Pensionizing” portfolios for retirement income;
  • What’s happening with current and developing retirement income products;
  • Risks in retirement (longevity, survival probabilities, sequence of returns, inflation);
  • Tradeoffs between financial legacy and bequest motivations.

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - YouTube clip View brief YouTube clips from recent Retirement Resource Center webinars including Alexandra Macqueen’s
“Pensionizing” Your (Client’s) Nest Eggs: What, How and Why?.


Position/Experience
Alexandra holds the CFP designation and has worked in multiple facets of the wealth management industry in Canada, including as a registered advisor and more recently in marketing and strategic planning.


Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - Retirement InSight and Trends article
Read a summary transcript of Alexandra Macqueen’s presentation “Pensionizing” Your (Client’s) Nest Eggs: What, How and Why? in the December, 2015 issue of “Retirement Insight and Trends”.


Publications:
Alexandra Macqueen, CFP® is the co-author, with Dr. Moshe Milevsky, of the first edition of Pensionize Your Nest Egg (for the Canadian market) in 2010, and the second, updated edition of the same book, Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life which covers the U.S., U.K., Canadian, Australian and New Zealand markets.



Have Alexandra Macqueen speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speakers’ work.



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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management.

Passion/Expertise:

David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.

Position/Experience:

As the head of retirement research for Morningstar Investment Management, David works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.


Estimating the True Cost of Retirement - David Blanchett No Portfolio Is an Island - David BlanchettView YouTube clips from
David Blanchett’s recent
Retirement Resource Center
webinars.


Publications:

David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.


Estimating the True Cost of Retirement - David Blanchett No Portfolio Is An Island - David Blanchett  - Retirement InSight and Trends article Read summary transcripts of
David Blanchett’s presentations
in recent issues of InFRE’s
“Retirement Insight and Trends”.


Certifications/Awards:
David is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. His research won:

  • The Journal of Financial Planning’s 2007 Financial Frontiers Award,
  • The Retirement Income Industry Association’s 2012 Thought Leadership Award, and
  • the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.

Education:
David holds a master’s degree in financial services from the American College and a master’s degree in business administration from the University of Chicago Booth School of Business. He is currently taking classes toward a doctorate in personal financial planning at Texas Tech University.


Have David Blanchett speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive complementary webinar or elearning course featuring the speaker of your choice to help you decide who best fits your organization’s needs.



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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research.

Passion/Expertise
Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit Research Institute, Matt helped to establish the Retirement Confidence Survey, the longest-running annual benchmarking study examining workers’ and retirees’ retirement attitudes.

Position/Experience
Mathew founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.


The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian   - YouTube clip View brief YouTube clips from recent Retirement Resource Center webinars including Mathew Greenwald’s
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups.


Presentations
Mathew is frequently asked to speak at forums and conferences hosted by a variety of organizations, including LIMRA, ACLI, RIIA and a number of the country’s biggest life insurance and financial services companies.


How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald - Retirement InSight and Trends The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian   - Retirement InSight and Trends article Read summary transcripts of Greenwald’s presentations The Decision to Retire and Post-Retirement Financial Strategies in the 2nd Qtr 2013 issue and How Middle Income Retirees Plan For and Manage Their Risks, Assets & Spending Decisions in the 2nd Qtr 2016 issue of “Retirement Insight and Trends”.



Have Mathew Greenwald speak at your event!

Mathew Greenwald is an experienced speaker and keynote presenter on topics pertaining to retirement income and investments analysis.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Mathew Greenwald present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



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Links
Find courses and products from Mathew Greenwald at the Retirement Resource Center.

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Spending

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

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

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

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business.

Passion/Expertise:

Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, employment, health and long-term care, and other transitional topics.

Position/Experience:

Sandy was the founder and Executive Director of the MetLife Mature Market Institute, which was disbanded in June 2013.. (This was a huge loss to the retirement industry – their LTC and other studies were of great use to the industry for education and product development purposes). The Institute was the company’s center of expertise, strategy, and thought leadership on the 50+ market, providing customer insights, content development, research, education, sales support, and visibility for MetLife and its business partners.

Prior to joining MetLife, Sandy held senior staff positions with several national aging organizations including the American Society on Aging, AARP and SeniorNet.

She has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.


What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann   - YouTube clip View brief YouTube clips from recent Retirement

Resource Center webinars including Sandra Timmermann’s
What’s Trending in the Field of Aging: Connecting the Dots with Financial Services.


Awards:

Sandy was a delegate to the 2005 White House Conference on Aging, and holds the Gloria Cavanaugh Award for Excellence in Training and Education, which is presented to individuals who have demonstrated continued excellence in training and education in the field of aging.


A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann  - Retirement InSight and Trends article What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann   - Retirement InSight and Trends article Read summary transcripts of Timmermann’s presentations in the 2015 1st Qtr and 2016 2nd Qtr issues of Retirement Insight and Trends.


Publications:

Sandy writes for professional publications and is the Financial Gerontology columnist for the Journal of Financial Service Professionals. She is a frequent speaker on aging issues at national conferences and seminars, and has been interviewed by major media including the Wall Street Journal, the New York Times, USA Today, MarketWatch, Bloomberg and many others.



Have Sandra Timmermann speak at your event!

Sandra Timmermann is an experienced speaker and keynote presenter on topics pertaining to retirement and the aging Boomer population.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Michael present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Posted in: PROTECT from Retirement Risks, Successful Aging

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