Archive for PLAN for Retirement Readiness
Meet Darin Shebesta, CFP®, AIF®, CAP®, CFP Ethics Presenter Experience, Recognition, Background Darin Shebesta is a Certified Financial Planner® Professional, an Accredited Investment Fiduciary®, and a Chartered Advisor in Philanthropy® 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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →Meet Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Retirement Speaker Experience, Recognition, Background Lili Vasileff, CFP®, MAFF, CDFA®, is a nationally recognized gray divorce retirement speaker and 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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →Meet Robert Laura, CPRC, Retirement Transition Planning Speaker and Coach Experience, Recognition, Background Robert’s work as a retirement transition planning speaker and coach 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 […]
Continue Reading →Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Retirement Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the Managing Director, Head of Retirement Research, PGIM DC Solutions. He is a retirement research and retirement planning speaker who works to enhance the group’s consulting and investment services. David conducts research primarily […]
Continue Reading →Meet Denise Appleby, M.J., APA, CISP, CRPS, CRC®, CRSP – IRA and Employer Retirement Plans Speaker Experience, Recognition, Background Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA and employer retirement plans tools and resources for financial and tax professionals,. Denise’s wealth of knowledge in preventing IRA and retirement […]
Continue Reading →Meet Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert Experience, Recognition, Background Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others. He earned […]
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