Archive for Legacy Planning

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 […]

Continue Reading →

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

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

Rex Hogue, Attorney, Estate Law Expert

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 […]

Continue Reading →

Posted in: Legacy Planning, PLAN for Retirement Readiness

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, Founder and Owner of Appleby Retirement Consulting, Inc., is adept in all aspects of retirement planning with special expertise in IRA rules, regulations and strategies for mistakes prevention.   Passion/Expertise Denise’s special expertise is her proficiency in and knack for explaining complex retirement plan rules and regulations so […]

Continue Reading →

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

Leave a Comment (0) →