Archive for PLAN for Retirement Readiness

Darin Shebesta, CFP, AIF, CFP Ethics Presenter

Meet Darin Shebesta, CFP®, AIF®, CFP Ethics Presenter Experience, Recognition, Background Darin Shebesta is a Certified Financial Planner® Professional and Accredited Investment Fiduciary with Jackson/Roskelley Wealth Advisors, Inc. in Scottsdale, Arizona.  He has been in the wealth advisory profession for over 15 years.  Darin was selected as a Top 40 Under 40 Advisor in 2016 by […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Speakers for Retirement Professional Development

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Joe Jordan, Inspirational Speaker and Behavioral Finance Expert

Meet JOE JORDAN, Inspirational Retirement and Behavioral Finance Speaker Experience, Recognition, Background Joe Jordan is an inspirational speaker and behavioral finance expert. He is the author of the award-winning book Living a Life of Significance, which has has sold over 125,000 copies and is translated into five languages. The book was also featured in Nick […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Speakers for Retirement Professional Development

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

Meet Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert Experience, Recognition, Background Sandra was the founder and Executive Director of the MetLife Mature Market Institute and a Vice President of MetLife from 1997 to 2013, when the Institute was disbanded. Prior to that, held senior staff positions with American Society on Aging, AARP, and […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development, Successful Aging

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Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Expert

Meet Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Expert Experience, Recognition, Background Lili Vasileff, CFP®, MAFF, CDFA®, is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection in divorce. Lili Vasileff is one of the distinguished trailblazers of divorce financial planning who has been a catalyst in developing […]

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Posted in: Legacy Planning, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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

Meet Joe Tabers, CSP, Effective Presentations Skills and Retirement Counseling Skills Expert Experience, Recognition, Background Joseph Tabers, CSP is an expert in improving workplace presentations, interpersonal communication skills and relationships. Joe is the founder of Productive Training Services, whose team specializes in practical leadership and team performance solutions. Over the last 30 years his team has […]

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Posted in: PLAN for Retirement Readiness, Retirement Coaching, Speakers for Retirement Professional Development

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

Meet John E. Nelson – Purposeful Retirement Advocate, Author & Coach Experience, Recognition, Background John E. Nelson is a nationally known writer and speaker on life stage planning, focusing on how people plan for better prosperity, health and happiness. He the author of “What Color Is Your Parachute – for Retirement” with Richard Bolles. John Nelson’s Retirement Expertise […]

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Posted in: PLAN for Retirement Readiness, Retirement Coaching, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Betty Meredith, CFA®, CFP®, CRC®, Retirement Security for the Middle Market Advocate

Meet Betty Meredith, CFA®, CFP®, CRC®, Advocate for the Retirement Security of Middle Income Americans Experience, Recognition, Background Betty Meredith has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions.  Betty Meredith’s Retirement Expertise View a Sample […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Paul Malley, President, Advance Care Planning Expert

Meet Paul Malley, President, Advance Care Planning Expert Experience, Recognition, Background 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 […]

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Posted in: Legacy Planning, Medical and Long-term Care, PLAN for Retirement Readiness, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Robert Laura, RICP, CPRC, Retirement Coaching Speaker

Meet Robert Laura, CPRC, Retirement Speaker and Activist, founder of RetirementProject.org, and the Retirement Coaches Association Experience, Recognition, Background Robert’s work reflects his ground-breaking efforts to challenge the status quo of traditional retirement planning and help people create a No-Regrets Retirement Plan. He is a best-selling author and nationally syndicated columnist for Forbes.com and Financial […]

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Posted in: PLAN for Retirement Readiness, Retirement Coaching, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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

Meet Michael Falk, CFA, CRC®, Behavioral Finance and Retirement Contrarian Expert Experience, Recognition, Background Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and their resident retirement contrarian). His background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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David Blanchett, Ph.D., CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker

Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. He is a retirement research and income planning expert who works to enhance the group’s consulting and investment services. David conducts research primarily in […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Speakers for Retirement Professional Development

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

Meet Denise Appleby, M.J., APA, CISP, CRPS, CRC®, CRSP – IRA, 401(k) Mistake Preventions Expert Experience, Recognition, Background Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. Denise’s wealth of knowledge in retirement plans led to her making appearances on CNBC’s […]

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Posted in: PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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