Author Archive

William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc., is a nationally recognized expert in retirement income withdrawal strategies and Social Security claiming strategies. With Dr. William Reichenstein from Baylor University, he developed Income Strategy and Social Security Solutions, the leading retirement income management and withdrawal software for financial advisors, IncomeSolver.com.

Bill’s robust research is recognized for identifying the sub-optimal nature of the conventional wisdom currently used to create withdrawal strategies and solving the gap in retirement income with a tax-efficient withdrawal strategy that is proven to extend portfolio longevity by up to a decade.

Bill has been the featured speaker at national events, and recently spoke in front of a Senate Committee regarding improving Social Security. He is a former Trustee of the Securities Industry Institute at Wharton and holds multiple securities licenses.

Meyer earned his Bachelor of Science degree in Psychology from UCLA and his MBA degree from the Anderson School at UCLA.

Posted in: PROVIDE Retirement Income

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Paul Malley, President, Aging with Dignity

Paul Malley, President of Aging with Dignity

Paul Malley is President of Aging with Dignity, a national non-profit organization based in Tallahassee, Florida, with a mission to help individuals and their families receive the care they want in case of a serious illness. Aging with Dignity, is the creator and distributor of America’s most popular advance directive, Five Wishes, an easy-to-use legal document – used by more 30 million people – that addresses important medical issues as well as personal, emotional and spiritual matters at the end of life.

Paul Malley and the work of Aging with Dignity have been featured in national media including the CBS, NBC, and ABC evening news, CNN, MSNBC, NBC Today Show, Good Morning America, USA Today, The Wall Street Journal, The New York Times, Newsweek, Time, and Consumer Reports.

Malley has also guided the efforts of several aging advocacy groups to improve state policy on advance care planning. He was appointed by Gov. Jeb Bush to the Florida delegation of the White House Conference on Aging, an event held once every decade to shape public policy on issues related to aging.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

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Posted in: PROTECT from Retirement Risks

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Robert Laura, CPRC, Retirement Activist

Robert Laura, CPRC, Retirement Activist

Robert Laura, CPRC, Retirement Activist

Robert Laura, CPRC, Retirement Activist

Robert Laura, CPRC, is the Retirement Activist who is committed to changing the way people think about and prepare for every aspect of retirement. His nationally syndicated columns at Forbes.com and Financial Advisor magazine reflect his ground breaking efforts to challenge the status quo of traditional retirement planning.

As a former social worker and certified personal trainer turned money manager and author, he has found that retirement is among the most fascinating, yet least understood, phases of life. Through interviews with celebrities, professional athletes, entertainers, leading experts, and his own clients, he’s develop a powerful message to tackle the mental, social, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan.

As the RETIREMENT ACTIVIST, Robert runs the Certified Professional retirement Coach Designation, founded RetirementProject.org and Retirement Coaches Association. Het has authored Naked Retirement, Retirement Rx, and a number of guides to help individuals succeed in this next chapter of life. In addition to his own writings, he frequently appears in major business media such as Wall Street Journal, CNBC, and Investor’s Business Daily, Yahoo Finance, The Street, and more.

Robert conducts training for other financial professionals, as well as workshops and webinars for individuals and couples, designed to help people prepare for every aspect of retirement. He has been speaking and teaching economic, investment, and retirement programs for nearly 20 years. He is married to his amazing, Amie, and together they have a blended family with four children, Connor, Ava, Lucas, and Drake.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.

Posted in: PLAN for Retirement Readiness

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Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Bob Mauterstock, CFP®, ChFC, CLTC, is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children.


Passion/Expertise

For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.

Position/Experience

In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.

Bob now speaks to a wide range of audiences through workshops, trainings, meetings, and consultations, as well as doing presentations for organizations and corporations. You can read more about Bob and his work on his website and through his blog on GiftofCommunication.com.

Publications and Presentations by Bob Mauterstock, CFP®, ChFC, CLTC

Bob Mauterstock is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children, and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.

Bob has been quoted in a number of publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country. Some of the companies, organizations and conferences where Bob has presented include:

  • National NAPFA (National Association of Personal Financial Advisors) Conference
  • National IMCA (Investment and Wealth Professionals) Conference
  • FPABE (Financial Planning Association) Conference
  • FPA (Financial Planning Association) State Chapters: Connecticut, Greater Indiana, Massachusetts, Minnesota, Philly-Tri-State, Southern Wisconsin, Tampa, SW Florida, Tennessee and West Palm Beach
  • Berkshire Money Management

Popular presentations by Bob Mauterstock for financial advisors include:

  • Working with Clients with Diminished Capacity
    What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 (a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, both may be at risk. Bob has developed a protocol that you can follow to deal with this problem. Attend his workshop and learn the steps you can take to help your aging clients and preserve the business you have worked so hard to build.
  • Passing the Torch: Critical Conversations Your Clients Must Have
    Boomers are concerned about the conversations they need to have with their adult children about all the issues they will face as they get older. Passing the Torch gives you, as their advisor, a practical and empathetic approach to help them work with their children to discuss and plan all the decisions they will have to make. This workshop lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as legal issues that can impact the family, end of life planning, health care planning and passing on a legacy to the next generation.

Bob Mauterstock delivers a workshop for clients of financial advisors:

  • Critical Conversations You Must Have with Your Family
    Bob has presented a number of workshops to advisors’ clients to give the advisor additional credibility and add value to their relationship. In these workshops he includes the following topics:

    • Simple techniques to bridge the communication gap between generations
    • Understanding the critical issues that are most important to the family
    • The 5 essential legal issues that boomers must address
    • How to create a long-term care plan for the family
    • 7 tips for gathering and organizing the critical information clients need to plan for the future

Books by Bob Mauterstock (available on Amazon or Bob’s website GiftofCommunication.com)

Education/Certifications

Bob Mauterstock holds a Master’s Degree in Education from University of Connecticut and a Bachelor’s Degree in Psychology from Princeton University. He is a former Navy helicopter pilot and holds the CFP®, ChFC, and CLTC designations.

Bob is an active member of the Financial Planning Association. He serves on the Board of Directors for Cape Mediation and the Brewster Ladies’ Library, He is a member of the Academy of Model Aeronautics and the Nauset Newcomers.

Testimonials

​Thank you so much for speaking at the FPA of Southwest Florida’s first symposium. As I was chatting with people, they really appreciated the practical advice you provided to help them with their clients. Having key takeaways like that are so important.”
Tom Pattrica, CFP®, FPA of SW Florida Chapter

Bob Mauterstock’s presentation regarding the importance of having conversations with our aging parents on the topics of money, living wills, comfort care and after-life wishes was very informative and enlightening. He brought to life these difficult topics by sharing his personal experiences as well as the experiences of people that he has helped during his career… It was an eye-opener. I would highly recommend Bob for any organization who wishes to share these topics in a caring and thoughtful presentation.”
Margaret Holmes, Executive Director, Mayflower Place Continuing Care Retirement Community

Have Bob Mauterstock speak at your event!

Bob Mauterstock is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Bob is available to speak at your retirement meeting, conference or event.

Inquire here about having Bob Mauterstock speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center webinar courses available from Bob Mauterstock
 

Protecting Your Clients From Financial Abuse – Bob Mauterstock

Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year.

As retiring boomers become part of this population the problem is expected to increase dramatically.

It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.

This webinar will give advisors the skills they need to protect their clients.

Click here to see more Retirement Resource Center courses you may take for CFP®, CRC&reg, ASPPA, American College, and other CE credits.

Posted in: PROTECT from Retirement Risks, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Lili Vasileff, CFP®, MAFF, CDFA® – President, Divorce and Money Matters, LLC

Lili Vasileff, CFP®, MAFF, CDFA®

Lili Vasileff, CFP®, MAFF, CDFA®

Lili Vasileff, CFP®, MAFF, CDFA®, President, Divorce and Money Matters, LLC and Wealth Protection Management

Lili Vasileff, CFP®, MAFF, CDFA®, President of Wealth Protection Management, is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection.

Lili is sought after for her seasoned experience and deep knowledge about complicated financial issues in wealth management and is called into cases that have national recognition. Lili is qualified as a testifying expert in courts.

Presentations by Lili Vasileff, CFP®, MAFF, CDFA®

Lili Vasileff is one of the distinguished trailblazers of divorce financial planning who has been a catalyst in developing a professional niche that has led to an international movement and thousands of practitioners today. A highly regarded educator, trainer, and speaker, she is sought after by international financial planning institutions and legal professionals.

Webinar courses available from Lili Vasileff, CFP®, MAFF, CDFA®:
 

The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff

Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune and the largest increase (55%) is in first time marriages of over 20 years.

More about Lili Vasileff

Lili Vasileff serves as President Emeritus of the Board of Directors of the national Association of Divorce Financial Planners and holds active memberships with the Financial Planning Association, the Connecticut Council of Non-Adversarial Divorce (CCND), CT Bar Association, New Haven County Bar Association, Fairfield County Bar Association, New York Association of Collaborative Professionals, Collaborative Divorce Team of Connecticut, Institute of Divorce Financial Analysts, and International Academy of Collaborative Professionals. She is also a founding member of the Collaborative Divorce Team of CT, and currently serves as the Chair of the Finance Subcommittee of the New York County Law Association’s Family Law and Child Welfare Committee.

Among Lili’s many publications and accomplishments:

· Author of Money and Divorce: The Essential Roadmap to Mastering Financial Decisions, published by the American Bar Association, January, 2018
· Co-author of The Ultimate Divorce Organizer: The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce
· Co-author of “Complex Compensation Issues in Divorce,”
· Chapter in the book Forensic Accounting in Matrimonial Divorce
· Frequently featured in national media including radio, talk, and print: The New York Times, Wall Street Journal, Journal of Financial Planning, Money Magazine, Time, AARP, Reuters, and CNBC
· A Five Star Wealth Manager featured for 7 consecutive years in Connecticut Magazine and Westchester Magazine
· A 2017 & 2018 Women’s Choice Award® Financial Advisor, representing less than 1% of all financial advisors in the U.S.
· The Founder of Allie’s Dream Inc. (alliesdream.org) and Board Member of several non-profit organizations

How can you hire Lili to speak at your event?

Lili Vasileff is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management and is available to speak at your conference or appear at one of your events. Email or phone 847-686-0440 x102 us directly to receive a free voucher to view a sample of Lili’s presentations.

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

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Amber Woodland, Esq., Elder Law Expert

Amber Woodland, Esq., Elder Law Expert

Amber Woodland, Esq., Elder Law Expert

Amber B. Woodland, Esq. is a member of the bar of the Supreme Court of the State of Delaware. She is also accredited by the Department of Veterans Affairs (VA) to prepare, present and prosecute claims for veterans before the VA.

Passion/Expertise
Amber’s practice is focused in elder law including asset protection planning for long term care (Medicaid and VA), wills, trusts, estates, powers of attorney, health care directives and guardianships.

Position/Experience
Amber began working at Procino Wells, LLC in the summer of 2006. She continued to work part-time for the firm throughout law school and joined the firm as an associate attorney in 2010. On January 1, 2014, she became a partner and the firm is now known as ProcinoWells & Woodland, LLC.

Education
Amber is a graduate of Flagler College (Bachelor of Arts Degree, Psychology, Cum Laude, 2007), Saint Augustine, Florida; and Regent University School of Law (J.D., 2010), Virginia Beach, Virginia.

In law school, Amber served as the Chairperson for the Volunteer Income Tax Assistance Program. She also received recognition in an article titled “Healing Healthcare Through Tax Reform,” Regent Journal of Law & Public Policy, Volume 2, Number 1, Spring 2010, 63, for her editing and research assistance. In addition, Amber served as a legal intern for a law office in Newport News, Virginia, where she primarily concentrated in the areas of estate and tax planning.

Awards/Affiliations
Amber is proud to be a member of Delaware Todayís Women in Business 2014 and to be recognized as the 2016 Best Lawyer in Southern Delaware by Metropolitan Magazine. She is the current treasurer of Soroptimist International of Seaford, DE, Inc.ís related foundation, the Curiosity Service Foundation, which receives its funding from the Curiosity Shop on Middleford Road. She is also a member of the Board of Directors for the Southern Delaware Estate Planning Council; ElderCounsel; WealthCounsel; the National Academy of Elder Law Attorneys; the National Care Planning Council; and the Elder Law Section of the Delaware State Bar Association.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Annalee Kruger, President, Care Right Inc.

Annalee Kruger, President, Care Right, Inc.

Annalee Kruger, President, Care Right, Inc.

Annalee Kruger is the President, Owner, and Founder of Care Right Inc.

Annalee Kruger’s mission is to help families be pro-active and put plans in place before a medical crisis occurs. While she serves families in SW Florida, she also serves families across the US. Gone are the days of families living in the same zip code, let alone time zone. Annalee helps families with her virtual guidance service and virtual family meetings and family coaching/education.

In 2011 she founded Care Right Inc. to help families with aging loved ones navigate through the long-term care industry and cope with issues family caregivers encounter. Care Right’s mission is to help families be pro-active by facilitating difficult conversations early on, explain the importance of having their legal documents in order, explain the costs of health care, why having a financial plan is important, and developing a plan of care which incorporates the legal and financial planning.

She has worked with thousands of facility residents, their families, and caregivers as well as numerous health care agencies, and delivered hundreds of trainings and in-services to professionals and family caregivers on a variety of topics. Annalee has also provided business training for organizations across the US and China. Annalee has worked at every level in the long-term care industry, starting as a social worker over 25 years ago and eventually directing all operations of a community-based continuum of care retirement facility. Annalee earned her MBA at Cardinal Stritch University; her certificates in six sigma black belt; family mediation; and PTSD, grief, trauma, and loss counselling. She is a member of the National Speaker’s Association, National Association of Social Workers, and a sponsor of the Financial Planners Association in Wisconsin and Florida.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Erin Fisher, President of Find Medicare Plans

Erin Fisher, President of Find Medicare Plans

Erin Fisher, President of Find Medicare Plans

Erin Fisher, President and Founder of Find Medicare Plans, LLC.

Erin Fisher is President of Find Medicare Plans, LLC, a national Medicare plan agency based in Stamford, Connecticut. She founded the company ten years ago.

FindMedicarePlans.com works nationwide to assist people with getting on Medicare through the Federal government and finding the plan that meets their needs (supplements, Medicare Advantage and Part D), representing twelve carriers.

Erin’s 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American Airlines, Delta Airlines, Federated Department Stores and the United Nations.

Presentations by Erin Fisher

Webinar courses available from Erin Fisher:

Medicare 101 – The As, Bs, Cs, and Ds of Medicare - Erin Fisher

Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.

More about Erin Fisher

Erin is a member of the National Association of Health Underwriters (NAHU); NAHU National Medicare Advisory Group; NAHU Connecticut Board Member, NAHU Leading Producers. Through this organization she has been successful in getting Federal legislation passed to reduce burdensome regulations on Medicare enrollees and is lobbying to effect further changes in Medicare regulations.

Erin is also a member of Orion Resources, a non-profit dedicated to seniors, Chapin Hill Advisors, Retirement Resource Center and the Financial Planners Association. She is the past President of Women in Insurance and Financial Services (WIFS), New York Metro Chapter, WIFS Circle of Excellence member; has received the AARP Community Service Award and many professional achievement awards including those from Senior Market Sales, Aetna and United Healthcare to name a few.

How can you hire Erin to speak at your event?

Erin Fisher is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management and is available to speak at your conference or appear at one of your events. betty.meredith@retirement-resource-center.netEmail or phone 847-686-0440 x102 us directly to receive a free voucher to view a sample of Erin’s presentations. Or fill out this simple form to let us know your interests, and we’ll get back to you shortly with speakers and availability!

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies.
 

Passion/Expertise

Mary Beth Franklin has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance.

Position/Experience

Mary Beth Franklin is the President of RetirePro and a Contributing Editor to InvestmentNews. She has served as a Senior Editor to Kiplinger’s Personal Finance and a Syndicated Columnist for Maturity News Service/Third Age Media, using her background as a Capitol Hill reporter.

Presentations and Publications by Mary Beth Franklin
 

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

Mary Beth Franklin, CFP®

Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get the most out of complicated new claiming rules’, has been updated to reflect changes in claiming strategies due to the Bipartisan Budget Act of 2015.

Presentations usually range from 45 to 90 minutes and include questions and answer sessions with the audience. Some of Mary Beth Franklin’s presentations include:

  • How to Maximize Social Security Benefits Now” discusses the new claiming rules authorized by the Bipartisan Budget Act of 2015 and reviews strategies for married couples, divorced spouses, surviving spouses and ex-spouses and single individuals.
  • The Broken Three Legged Stool” discusses the demise of pensions as a traditional element of retirement income and the need to include all sorts of assets beyond retirement accounts (such as home equity and continued employment) when creating a retirement income plan. It includes ways to maximize Social Security benefits under current rules.
  • The Ticking Tax Time Bomb” outlines the challenges of managing retirement income in the most tax-efficient manner and discusses the impact on retirement income on Medicare premiums.
  • Why Social Security is Crucial to Women – Women represent more than half of all Social Security benefits whether on their own earnings record or as a spouse, a caregiving spouse, an ex-spouse or a widow. Although women now work and pay Social Security taxes at higher rates than any other time in history, they face considerable retirement planning challenges due to their longer average lifespans and careers that are often interrupted for caregiving duties.
Education/Certifications

Mary Beth has a Bachelor of Arts, Communications, Cum Laude from American University, and her Certificate, Certified Financial Planning, from the University of Virginia.


Have Mary Beth Franklin speak at your event!

Mary Beth Franklin is an experienced speaker and presenter with a passion for providing industry-leading information to her audiences. She is available to speak at your conference or appear at one of your events.

Inquire here about having Mary Beth Franklin speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center Webinar courses available from Mary Beth Franklin:
 

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

“Women and Retirement” provides specifics about what planners should do to help their women clients be more retirement secure.

Retirement Insight and TrendsRead an excerpt from this presentation on Retirement Insight and Trends.

 
 

Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Matthew Allen, CEO, Social Security Advisors

Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services.

 Passion/Expertise

Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.

Position/Experience

In addition to co-founding Social Security Advisors, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm.

During his tenure, Matthew was responsible for a variety of collaborative responsibilities including: investment analysis, economic analysis, and equities and fixed-income trading. In conjunction with his associates at LaBranche, Matthew actively participated as a market maker in several of the largest NYSE-listed equity and fixed-income securities including, but not limited to: American Express, Inc., Merck & Co., Inc., Altria Group, Inc., Morgan Stanley, The Gap Inc., and SBC Communications, Inc.

Presentations by Matthew Allen

Matthew is an established speaker on Social Security topics, including how to maximize your clients’ Social Security.

As a serial entrepreneur who is driven by a passion for providing industry-leading advice to his clients, Matthew Allen has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing.

In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors.

Education/Certifications

Matthew has pursued advanced education in the areas of business, finance, law, and politics and has held the Series 65, Series 25, and Series 21 licenses and certifications, and has been awarded the CFA Institute’s Certificate of Achievement.

Have Matthew Allen speak at your event!

Matthew Allen is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Matthew is available to speak at your retirement meeting, conference or event.

Inquire here about having Matthew Allen speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center webinar courses available from Matthew Allen
 

Maximizing Your Clients’ Social Security – Matthew Allen

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.

The average couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and retirement planning.

In addition to adding value by helping your existing clients make an informed Social Security decision, knowledge of Social Security can also be helpful to your overall practice and is a great lead generator.

For more on this subject by Matthew Allen you may take this course for CFP®, CRC&reg, ASPPA, American College, and other continuing education credits here.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.

Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Retirement Professional Development

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Robert S. Keebler, CPA/PFS, MST, AEP, CGMA – Estate Tax and Retirement Distribution Planning

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference.

In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Posted in: Legacy Planning, PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Distributions

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Dr. Katy Votava – President and founder of GOODCARE.com®

Dr. Katy Votava is the President and founder of GOODCARE.com, a nationwide independent consulting firm specializing in the economics of healthcare.


Passion/Expertise

Together with other healthcare experts in their respective fields, Dr. Votava and her staff work to develop customized solutions to clients’ questions and solve their healthcare puzzles.

To help more people get the information they need about planning and paying for healthcare, in 2004 Votava created GOODCARE.com, an online source for information, resources and free tools.

Position/Experience

Dr. Votava is a registered professional nurse and has a Ph.D. in health economics and nursing from the University of Rochester in Rochester, New York. She completed a pre-doctoral fellowship in Community and Preventive Medicine at the University of Rochester and a post-doctoral fellowship at Harvard Medical School. Before starting GOODCARE.com, Dr. Votava worked as the director of clinical specialties and education at Visiting Nurse Service of Rochester and Monroe County, Inc.

Presentations and Publications by Dr. Katy Votava
 

With her in-depth experience as a nurse practitioner and healthcare administrator, Dr. Votava is an expert in healthcare reimbursement and outcomes, including those related to Medicare, Medicaid, and long-term care.

A major focus of Dr. Votava’s research is health care costs for people during their retirement years, and she has been published widely and frequently spoken on these topics.

Have Dr. Katy Votava speak at your event!

Dr. Katy Votava is an experienced speaker and presenter with a passion for providing industry-leading information to her audiences.

Inquire here about having Katy Votava speak at your conference or event!

Or go to the Retirement Speakers Bureau to learn more about this and other speakers and presenters.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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