Archive for PLAN for Retirement Readiness

Robert Laura, CPRC, Retirement Activist

Robert Laura, CPRC, Retirement Activist, is the founder of RetirementProject.org and the Retirement Coaches Association.


Passion/Expertise

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.

Position/Experience

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.

Presentations and Publications by Robert Laura

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.

Have Robert Laura speak at your retirement event

Have Robert Laura speak at your retirement event

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.

How can you schedule Robert Laura, CPRC, to speak at your event?

Robert Laura is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. He is available to speak at your conference or appear at one of your events.

Inquire here about having Robert Laura 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 online CE courses available from Robert Laura:
 

Retirement Planning Beyond the Dollars and Cents - Robert Laura

Retirement Planning Beyond the Dollars and Cents – Robert Laura

Retirement Planning Beyond the Dollars and Cents – Robert Laura

Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared for the non-financial aspects of it.

During the webcast we will expose the fatal flaws of traditional planning, discuss how industrial age thinking about longevity is confusing clients, provide an exclusive look at how retirement coaching will push benefits planning into unchartered territory, and simple steps to make an immediate impact!

Posted in: PLAN for Retirement Readiness

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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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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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Steve Vernon, FSA, MAAA – Research Scholar, Stanford Center on Longevity

Steve Vernon, FSA, is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications.

 
Passion/Expertise

Steve Vernon shares practical strategies and ideas for enhancing finances, health, and lifestyle for the “rest-of-life” life phase, also known as retirement. With an effective mix of humor, stories, video clips, pictures, music, and cold hard actuarial analysis, he provides hope for working Americans with pervasive fear and anxiety about retirement.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.

Position/Experience

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve Vernon is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. His clients at Rest-of-Life Communications have included AARP, Merrill Lynch, the International Foundation of Employee Benefit Plans, Weyerhaeuser, the Royal Bank of Canada, Sempra Energy, USC and Esterline Corporation. While at Watson Wyatt, his clients included Lockheed Martin, Northrop Grumman, Chevron, Unocal, Teledyne Technologies, Times Mirror, City of Los Angeles, H.F. Ahmanson & Company (Home Savings), Nordstrom and RAND Corporation.

Steve retired as a Vice President from Watson Wyatt in 2006, after a 25-year career, and consulted to Mercer from 2010 to 2012. He currently serves as a member of the Institutional Retirement Income Council (IRIC). He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science.

Publications and Presentations by Steve Vernon, FSA

Steve writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch, and has authored six books on retirement planning. His most recent book is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life, released in July 2018.

He is an experienced speaker with over 300 presentations, keynote addresses and workshops on his books Don’t Work Forever!, Live Long & Prosper!, and Recession-Proof Your Retirement Years (scroll down) as well as his DVD/workbook package The Quest for Long Life, Health and Prosperity. He has addressed audiences all over North America, ranging from professional conferences, lunch/dinner clubs, women’s executive organizations, employee groups, union organizations and executive retreats. Audience sizes have ranged from 20 to over 1,000.

Steve’s recent papers and reports include:

  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity: A Framework for Evaluating Retirement Income Decisions, Stanford Center on Longevity
  • The MORE Design: Integrating Psychological Science and Behavioral Economics to Engineer Better Outcomes with Human Resource, Benefits, and Retirement Program, Stanford Center on Longevity
  • Retirement Income Programs: The Next Step in the Transition from DB to DC Retirement Plans, Journal of Retirement
  • A Portfolio Approach to Retirement Income Security, Journal of Retirement
  • The Decision to Retire: Research-Based Recommendations for Individuals and Employers, Stanford Center on Longevity
  • Optimizing Retirement Income Solutions in DC Retirement Plans: A Framework for Building Retirement Income Portfolios, Stanford Center on Longevity
  • The Next Evolution in Defined Contribution Retirement Plans: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs, Stanford Center on Longevity
  • Foundations in Research for Regulatory Guidelines for the Design & Operation of Retirement Income Solutions in DC Plans, Stanford Center on Longevity
  • Retirement Income in DC Plans: The Next Evolution in Plan Design, Benefits Magazine
  • The Role of Annuities in Retirement, Journal of Retirement

Steve produces unbiased, trusted information and strategies to help working people prepare for their retirement years. His latest books are available on Amazon at the links below:

Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life

Plan for the 21st century retirement! We face game-changing challenges in our retirement years, including longer lives than our parents and grandparents, the demise of traditional pension and retiree health plans, periodic stock market crashes that can derail our retirement, and sky-high medical and long-term care costs.
Retirement Game-Changers helps navigate these challenges in the transition from work life into retirement.

Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin.

This retirement planning guidebook provides an easy-to-follow, step-by-step program for planning your retirement years. It will show you how to survive future downturns, so that you can focus on enjoying your rest-of-life.
Covers retirement planning holistically, discussing strategies for Social Security benefits, and much more.

Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck

This book addresses the concerns of a wide range of people who are planning their retirement and hoping to create a retirement income from their retirement savings. With the demise of traditional pension plans, this is a significant and important challenge as boomers approach retirement years.
Many are now on their own to generate a reliable, lifetime retirement income. Money for Life provides unbiased help.

Steve also published these three books with John Wiley & Sons, also available at Amazon at the links below:

Live Long and Prosper: Invest in Your Happiness, Health and Wealth for Retirement and Beyond
In Live Long and Prosper!, Steve Vernon unveils a new way of thinking that will truly help you live a more happy, healthy, and prosperous life. Based on the latest research and planning strategies typically reserved for large corporations, it will help you answer these important questions:
* Do you have enough money to retire?
… and much more!

“For this next phase of my life, I want to use my skills and life experience to help people with important life planning – to help them live long and prosper!”

Employee Benefits: Valuation, Analysis and Strategies (Employee Benefits Human Resources Library)
Not intended as an actuarial textbook but as a reference for human resource and financial managers, consultants and actuaries, auditors and accountants, and attorneys. In 17 chapters, coverage encompasses benefit program design strategies, employer tax and payment issues, nondiscrimination requirements, the role of employee benefits in corporate change, and various other analysis strategies and requirements topics.

Don’t Work Forever!: Simple Steps Baby Boomers Must Take to Ever Retire
Attention Baby Boomers: Who would have thought it’s time for us to start planning for retirement? Not convinced? Take this simple quiz:
Do you miss David Letterman because you can’t stay up that late?
Ladies, are some of the men you find attractive bald? Men, do some of the women you find attractive have a few gray hairs?
Do you wear relaxed fit clothes?
Do you eat “lite” foods? Read on!

Education/Affiliations

Steve graduated Summa Cum Laude from the University of California, Irvine with a double major in Mathematics and Social Science, and is a member of Phi Beta Kappa.
Steve serves on relevant committees for the Society of Actuaries:

  • Committee for Post-Retirement Needs and Risks
  • Task force for Individual Post-Retirement Financial Strategies
  • Task force for Segmenting the Middle Market: Retirement Risks and Solutions
Testimonials

“What’s different about Steve is that he understands people — not just plans and financial issues and numbers. He knows human nature and is empathetic to people. So when he talks to you, he really talks to you. You get the message. It’s his understanding that makes him such a great communicator.”

Glenn Bonci, Principal, The Adobe Group, and Programs Director, Northwest Compensation Forum

“I heard Steve Vernon speak at a dinner sponsored by Watson Wyatt. Steve’s approach is particularly sensitive, honest, needed, and upbeat. He does not simply dwell on “growing money for a comfortable retirement,” as most gurus tend to do. Instead he offers a realistic blueprint that links living a fulfilled and healthy life to planning sensibly for whatever the future may bring. I, for one, want to pursue retirement Steve’s way!”

Lois A. Vitt, Ph.D, Chair and Founding Director, Institute for Socio-Financial Studies, and Editor-in-Chief, Encyclopedia of Retirement and Finance

“Steve was the luncheon speaker for our annual chapter conference of the Western Pension and Benefits Conference. His insights were very valuable because they focused equally on both work and life issues. Steve’s presentation caused me to think carefully about personal values and career choices that face all of us. He speaks with conviction regarding topics that he has obviously deeply contemplated.”

Jay Marran, Merrill Lynch. Financial planner and Chairman, Speakers Committee, Western Pension and Benefits Conference

When audiences are asked to use numeric ratings, Steve’s presentations and workshops consistently receive the highest ratings. Samples are available upon request. Sample feedback from Steve’s audience evaluation forms:

· “Great way to start the conference, it opened the mind… “
· “Wonderful presentation, very appropriate, now I hope everyone else listens…”
· “Very good! One of the very best.”
· “Excellent speaker. Engaging and inspiring. I feel motivated to begin pursuing a healthier lifestyle.”
· “Would go to his session again!”
· “Excellent info/thought provoking/clear speaking, very relevant personally.”
· “A lot of terrific information presented in a way that’s easy to understand.”
· “Very practical, full of wisdom.”
· “Awesome! Very informative!”
· “Very good. He opened my eyes to good health as playing a part in my retirement planning.”
· “Very clear and positive. Impressed with the way he connects the whole retirement picture. “
· “His comments are very timely.”


Have Steve Vernon, FSA speak at your event!

Steve Vernon, FSA is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Inquire here about having Steve Vernon 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 Steve Vernon


Plan for the 21st Century Retirement – Steve Vernon

Older workers face a series of critical decisions as they transition from the workforce into retirement.

These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio.

All these decisions are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions.


How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

This webinar introduces the Spend Safely in Retirement Strategy, which is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan.

This project analyzed and compared 292 retirement income strategies, using stochastic forecasts and efficient frontiers, powerful analytical techniques that large defined benefit plans use to devise funding and investment strategies.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.


Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.

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


Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings.

People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money.
People need to take important planning steps to secure their future retirement income. Employers need to do more with plan design and education to help employees generate retirement income from their defined contribution savings.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.

Retirement Insight and Trends The Retirement Resource Center YouTube channel features short clips of presentatations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.

Read the Key Retirement Takeaways by Steve Vernon from “How to “Pensionize” Any IRA or 401(k) Plan”:
 

#retirementincome #stevevernon #retirementresourcecenter #keyretirementtakeaways
@retirementrectr Instagram, Facebook, Twitter, LinkedIn

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions, Retirement Spending, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Rex Hogue, Attorney, Estate Law Expert

Attorney Rex L. Hogue has earned acclaim for involvement in groundbreaking cases and is frequently asked to speak on family limited partnership and other complex aspects of estate planning and administration.

Attorney Rex L. Hogue

Rex L. Hogue is an Attorney and Partner with the firm Haiman Hogue, PLLC, in Frisco Texas.

Passion/Expertise
Mr. Hogue limits his practice to estate planning, including estate and gift tax planning, tax planning, business planning, asset protection planning, charitable planning, probate, trust, and estate administration matters. He has a statewide law practice, planning for estates ranging in size from very small to about $300 million. He frequently works with other attorneys on complex estate planning cases. Limited partnerships expertly prepared by him have received valuation adjustments ranging from 40-60% from IRS appraisers.

Position/Experience
Mr. Hogue started his legal career practicing estate planning with the law office of Barnhouse & Associates, in Richardson, Texas, in 1992, eventually becoming a name partner in the firm. In 1994, he accepted a position at Warner E. Stone & Associates, in Dallas, Texas, as the head of the estate-planning department. In November 1996, he joined Matt Fry to form the law firm of Fry & Hogue. After being a solo practitioner, Rex L. Hogue, PC, for several years, Mr. Hogue partnered with Bradley L. Bolinger to form the firm of Bolinger & Hogue, LLP, from 2006-2013. On June 1, 2016, he merged with another law firm, forming Haiman Hogue, PLLC.

Mr. Hogue designed the family limited partnership in the case of Estate of Kelley v. Commissioner, TC Memo 2005-235. The case was decided in 2005 and is considered a huge taxpayer victory. He is frequently asked to speak regarding their success in that case.

Education/Memberships
Mr. Hogue graduated from Texas Tech University, located in Lubbock, Texas, receiving his B.A. in 1982. He worked as a business specialist and managed an office for Business Investment Group, specializing in the merger and acquisition of privately held companies. He later founded a financial consulting firm. Then he went to law school, receiving his Juris Doctor in 1992 from Regent University; a private Christian graduate school located in Virginia Beach, Virginia.

Mr. Hogue is a member of the State Bar of Texas (and the Real Estate, Trust, and Probate Section), is a current subscriber to WealthCounsel, the Texas Forum, the Denton County Bar Association (Real Estate, Trust, and Probate Section), and the Asset Protection Council™. He served a three-year term as the president of the Texas Forum from 1995 through 1998. The Texas Forum serves more than forty estate planning attorneys across Texas, providing at least one “Education Day” per year for attorneys to provide training in up-to-date estate planning techniques, and providing a support network to assist attorneys in a variety of ways in their practices. He is a former member of the National Network of Estate Planning Attorneys from 1993 to 2001, and formerly a member of the Irving Bar Association and the Frisco Bar Association.

Publications/Presentations
Mr. Hogue is a published author and is one of seven co-authors of the Family Limited Partnership Practice System, published by WealthCounsel, LLC. It is a six-volume set designed for estate planning attorneys, published in 2000 and is available for sale to attorneys. He is also a contributing author to WealthDocs, the WealthCounsel Document Assembly System. He was a contributor to a two-day course for attorneys on Family Limited Partnerships and the presentations in the Family Limited Partnership Practice System practice development modules, and formerly published two ezines, Today in History and Wealth Creation and Preservation.

The book Practical Estate Planning is an easy to understand book for the general public that explains the pros and cons of the basic estate planning tools, and explains how to go about the estate planning process. He wrote several reports on estate planning:

  • A Family Estate Planning Report
  • Beneficiary Designations
  • Is Your IRA an IOU, to the IRS?
  • Title to Property
  • Case Histories
  • 6 Bullets Your Simple Will Can’t Dodge
  • Heritage Trusts
  • The Ultimate Asset Protection Plan
  • Several articles for the Dallas Association of Life Underwriters magazine

Mr. Hogue has six courses for financial and accounting professionals:

  • Practical Estate Planning “A to Z”
  • Introduction to Estate Planning
  • Practical Irrevocable Life Insurance Trusts
  • What Every CPA Should Know About Estate Planning – for Small Estates, Mid-Size Estates, and Large Estates

Mr. Hogue frequently lectures and teaches about estate planning. He is a certified instructor through the Advanced Wealth Strategies Institute for Estate Planning, an organization that provides Continuing Education credit courses for insurance agents and financial planners, and for Continuing Professional Education for CPAs.

Mr. Hogue has taught Continuing Legal Education courses in estate planning. He has spoken several times on estate planning subjects to the Irving Bar Association, the Denton County Bar Association, the Frisco Bar Association, the Collin County Bar Association, the Plano Bar Association, the National Network of Estate Planning Attorneys, WealthCounsel, the Texas Forum, InKnowVision, and such groups as Lorman Educational Services, My Law CLE, Optimal Financial Group, and Sterling Education Systems.

Mr. Hogue teaches Continuing Education courses for life insurance agents and financial planners in a variety of estate-planning subjects. He has trained life insurance agents for the National Association of Insurance and Financial Advisors, and companies such as All State, Ameriprise Financial Advisors (including speaking at the American Express Education Day), American General Life Insurance, Farmers Insurance Group, Dean Witter, Metropolitan Life (including speaking at the MetLife Tax Institute), New York Life, Northwestern Mutual, Prudential, Southwest Securities, and other companies. Insurance companies frequently have him speak to their agents in the state of Texas. He also trains the appraisal experts at Appraisal Technologies Inc., a nationally known appraisal firm, in estate planning.

Mr. Hogue has taught courses in estate planning at local community colleges for adult continuing education and a variety of small groups such as civic clubs, ladies clubs, investment clubs, etc. In addition to presenting courses on estate planning techniques, he has presented related courses on planning for minor children, planning for special needs, property ownership, community property, the initial client interview, and estate planning for qualified retirement plans.

Mr. Hogue has also been a guest on several radio shows regarding estate planning. He co-hosted a radio show called Tax Talk in 2010 with Jeff Pickering.



Have Rex Hogue speak at your event!

Rex Hogue is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Rex Hogue or any of our 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 speaker’s work.



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



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Blaine Aikin, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards.

Blaine Aikin, AIFA®, CFA, CFP®

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.

Passion/Expertise
Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and management. His goal as Executive Chairman of fi360 is to assure that fi360 provides exceptional professional development programs, investment and business management tools, and business and industry thought leadership to improve the decision making of those who manage money on behalf of others. fi360 seeks to promote a culture of fiduciary responsibility to align the interests of investors and investment professionals.

Position/Experience
After receiving his Master of Public Management and Policy degree, Blaine was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors.

Memberships/Certifications
For several years, Blaine served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation. Blaine received a Masters in Public Policy and Management from The Heinz School, Carnegie-Mellon University, and holds Accredited Investment Fiduciary Analyst (AIFA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) certifications.

Presentations/Publications/Awards
Blaine is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.



Have Blaine Aikin speak at your event!

Blaine Aikin is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Blaine or any of our 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 speaker’s work.



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



Posted in: PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions

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Curtis Cloke, CLTC, LUTCF, RICP – Retirement Income Expert

Curtis Cloke, CLTC, LUTCF, RICP - Retirement Income Expert

Curtis Cloke, CLTC, LUTCF, RICP – Retirement Income Expert

Curtis Cloke, CLTC, LUTCF, RICP, is an award-winning financial professional and retirement income expert, trainer, and speaker with three decades of experience in income distribution planning.

Passion/Expertise
Curtis actively engages all his audiences with his personable character and genuine care for clients’ retirement needs and concerns. Through his extensive experience, he has perfected the ability to quickly and accurately identify the income needs of all his clients and he’s developed a system-based sales approach that he teaches to advisors. Beyond using annuities to create guaranteed income for life, he shows advisors how to generate the maximum inflation-adjusted income for their clients using the least amount of the portfolio.

Position/Experience
Curtis began his career as a financial professional with Prudential Financial. After many successful years with Prudential, he merged with a second firm and then in may of 2014, he founded his own firm, Acuity Financial, Inc. This is where his continues to apply and blend his expertise for his clients by providing advanced retirement income-planning strategies and techniques for financial professionals. Curtis is the developer of the Thrive Income Distribution System®, that provides a contractual solution for inflation-adjusted income utilizing the least amount possible of the client’s portfolio value. He has also developed and provided continuing education training to professionals on many topics relating to retirement and estate- planning strategies.

Memberships/Certifications
Curtis is a member of the National Insurance and Financial Advisors Association (NAIFA), and is a former president of the Southeast Iowa Association. He is a member of the Society of Financial Service Professionals (FSP) and is a qualifying member of Top of the Table with the Million Dollar Round Table (MDRT). He has earned his CLTC (Certified in Long Term Care) and LUTCF (Life Underwriters Training Council) designations, and moderates development courses for the Life Underwriters Training Council.

Presentations/Publications/Awards
With a track record of spot-on media commentary, Curtis Cloke’s expertise has been featured in Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel magazine, DepositAccounts.com, LifeHealthPro.com, and many more. He is a frequent guest on radio and TV stations, has appeared as a guest on NAIFA ClientCast by Real Wealth® and as a guest presenter on their webinar series, Power Session LIVE by Real Wealth®.
Curtis was recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine.

Testimonial
“I have found Curtis Cloke to be one of the financial services industry’s sharpest minds. He has a special gift of creativity to help solve clients’ financial needs. His expertise places him at the top of our industry specialists in retirement planning. I admire his talent – but especially his outstanding integrity.”



Have Curtis Cloke speak at your event!

Curtis Cloke is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Curtis or any of our 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 speaker’s work.



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

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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.



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



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.



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



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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Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC.

Passion/Expertise

Jodi DiCenzo, CFA, CPA, has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance to retirement systems adding defined contribution characteristics to their employee retirement plans.

Position/Experience

Jodi leads the Behavioral Research Associates, LLC, an applied behavioral research and consulting firm specializing in consumer financial decision making. Jodi founded the firm in 2006 after a four-year partnership with Shlomo Benartzi, Ph.D., one of the most recognized behavioral economic thought leaders.

Previously, Jodi was employed by Strong Financial Corporation, where she helped develop the Retirement Plan Services division from its inception in 1995. Before joining Strong in 1994, she was a Senior Manager at PricewaterhouseCoopers, LLC, where she specialized in providing audit and consulting services to financial service firms, employee benefit plans and publicly traded companies.


Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - YouTube clip View brief YouTube clips from
Retirement Resource Center webinars
including Jodi DiCenzo’s

Behavioral Insights to Improve Retirement Security.


Publications

Jodi’s original research has appeared in BusinessWeek, Financial Planning Magazine, MarketWatch, The New York Times, The Wall Street Journal, and U.S. News and World Report.


Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Retirement InSight and Trends article Read a summary transcript of Jodi DiCenzo’s
presentation
Behavioral Insights to Improve Retirement Security in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.


Affiliations

Jodi is a member of The EBRI Defined Contribution Research Task Force, Plan Sponsor Council of America, The Employee Benefit Committee of the Illinois CPA Society, CFA Institute, CFA Chicago, and The Society for Judgment and Decision Making.



Have Jodi DiCenzo speak at your event!

Jodi DiCenzo is an experienced speaker and keynote presenter on topics pertaining to behavioral finance.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Jodi DiCenzo 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 events:



Links
Find courses and products from Jodi DiCenzo at the Retirement Resource Center.

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

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Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC – Lifelong Learning for Adults

Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC - Experienced Retirement Presenter for Consumers

Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC – Experienced Retirement Presenter for Consumers

Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, is President of Planning For Life, a holistic life transition, life planning and retirement education company.

Passion/Expertise:
Better known as “Shags,” Steven is dedicated to providing lifelong learning for adults of any age and at any life stage through his one-on-one meetings, small-group workshops, and distance-learning sessions. He is an experienced retirement presenter for consumers.

Position/Experience:
Steven has 25 years experience in retirement financial planning and modeling, and nearly 20 years as a financial consultant. Steven is also an attorney, Certified Financial Planner licensee, Chartered Retirement Planning Counselor®, Certified Retirement Counselor®, and an Enhanced Lifestyle Planner.

Education:
Steven received his B.B.A. from the University of Miami (FL) and his J.D. from Case Western Reserve University, with an emphasis in tax and estate planning.

Book(s)/Job Aides/Publication(s) Authored:
Steven is general editor of “Facts About Retiring in the United States” (H.W. Wilson, 2001) and author of “Managing My Life: Managing My Money” (Heart & Spirit, Inc., 2006).  He is a speaker on financial planning and investments at company-sponsored Pre-Retirement Seminars presented at General Electric, Halstead Industries, Babcock & Wilcox, Ford Motor Company, and others.

Steven also is a speaker for professional audiences on financial and life-planning topics to the Institute of Management Accountants, Internal Revenue Service/Youngs-town State Univ., Mahoning County Bar Association, American Society on Aging, the International Society for Retirement & Life Planning, the Association for Financial Counseling and Planning Education, the Financial Planning Association, the Garrett Planning Network, the Canadian Association of Pre-Retirement Planners, the National Association of Personal Financial Advisors, and others.

  • “Understanding Your Relationship With Money“:  Introductory talks being given to Bay Area organizations such as Rotary & other service clubs, special groups seeking speakers, and small businesses seeking an interesting program  for their employees.
  • “Understanding Your Clients’ Relationship With Money“:  A one-hour Continuing Education program for attorneys (CA), accountants, CFP® certificants, CLUs and ChFCs (Pace Credit).
  • Managing My Life — Managing My Money, an e-workbook for the multi-part Managing My Life personal improvement self-study workbook programs.
  • Facts About Retiring in the United States, General Editor of a 777-page book published December 2001 by The H.W. Wilson Company for reference departments and libraries.
  • “Your Retirement Matters” – a 12-week radio show in Phoenix, AZ and Providence, RI, featuring guests of national renown and expertise in the myriad facets of retirement and life planning, 1999.
  • “Keeping Fiscally Fit” – a column for Senior News, an independent newspaper with features for and about seniors, 1987-1995
  • The Metro Monthly, Youngstown, Ohio area’s “free press”; contributing author for a column on Investments and Retirement Planning, 1993-2005
  • “Financial Planning & Investment Choices”, Complete Retirement Workshop, Contributing Author to a publication of the Bureau of Business Practice Editorial Staff, Prentice Hall, June 1993.
  • “Pre-Retirement Planning: How to Develop a Workable Spreadsheet”, article prepared for Management Accounting magazine and talk presented to Akron &Youngstown Chapters, Institute of Management Accountants. Also an article published by the International Society for Retirement & Life Planning and presented to the Association for Financial Planning & Counseling Education Annual Conference, 2001.
  • “Estate and Financial Planning” – a 16-week course for employees of RMI Corp., Niles, Ohio — covering the topics of financial planning & investments.
    “Pre-Retirement Planning”, programs offered by General Motors Corp. to salary and hourly personnel — covering the topics of financial planning and investments.
  • Ask the Expert for local ABC affiliate station WYTV-33, Mondays on the Daybreak Show, May 2003-May 2004.
  • “Planning For Life” Radio Talk Show, Saturdays, 8 a.m., WHKW 1440 AM, May through Nov. 2003
  • “Planning For Life” Internet Radio Talk Show on VoiceAmerica.com from June through November, 2004


Have Steven Shagrin speak at your event!

Steven Shagrin is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Steven Shagrin 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:



Links

Find courses and products from Steven Shagrin at the Retirement Resource Center.

Posted in: PLAN for Retirement Readiness, Retirement Coaching

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Michael Finke, PhD, CFP® – Retirement Investing Expert

Michael Finke, PhD, CFP® – Retirement Investing Expert

Michael Finke, PhD, CFP® – Retirement Investing Expert

Passion/expertise:   Michael is a Professor at Texas Tech University who is passionate about helping individuals make better investment decisions.

Experience: PhD in finance from the University of Missouri and PhD in consumer science from the Ohio State University. Assistant/associate professor at University of Missouri from 1999 through 2006, associate professor at Texas Tech 2006-present.

Topics:

  • Behavioral personal finance
  • Retirement income planning
  • Risk tolerance assessment
  • Aggregate trends in household portfolio allocation.

Awards: 

  • 2011 Academic Thought Leadership Award, Retirement Management Journal
  • 2010 Winner, iOMe National Retirement Challenge, Faculty Advisor
  • 2010 Best Paper Award, Academy of Financial Services
  • 2009 Best Paper Award, Academy of Financial Services
  • 2008 Best Paper Award, Academy of Financial Services
  • 2008 Texas Tech Human Sciences distinguished research award
  • 2007 Teacher of the Year Award, Texas Tech Personal Financial Planning Association
  • 2006 Association for Financial Counseling and Planning Education outstanding journal article award
  • 2005 ACCI Certified Financial Planner® board financial planning research award
  • 2004 distinguished award in teaching from Gamma Sigma Delta.

Recent Publications:

  • Guillemette, M.A., Finke, M.S. and Gilliam, J. 2012.  Risk tolerance questions to best determine client portfolio allocation preferences, Journal of Financial Planning.
  • Loving, A.C., Finke, M.S. and Salter, J.R. 2012. Does home equity explain the black wealth gap?  Journal of Housing and the Built Environment.
  • Finke, M.S., Pfau, W. and Williams, D. 2012.  Spending flexibility and safe withdrawal rates, Journal of Financial Planning.
  • Hanna, S., Guillemette, M. and Finke, M.S.  2012.  Assessing risk tolerance.  In H. Kent Baker and Greg Filbeck (Eds.) Portfolio Theory and Management, Oxford University Press.
  • Williams, D. and Finke, M.S. 2011. Determining optimal withdrawal rates: An economic approach, Retirement Management Journal.
  • Winchester, D., Huston, S.J. and Finke, M.S. 2011. Investor Prudence and the Role of Financial Advice, Journal of Financial Services Professionals.
  • Finke, M.S., Huston, S.J. and Winchester, D. 2011. Financial advice: Who pays? Financial Counseling and Planning.

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

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