Archive for PLAN for Retirement Readiness

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

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

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Dorian Mintzer, Retirement Transition Expert and Coach

Meet Dorian Mintzer, Ph.D., Retirement Transition Coach Experience, Recognition, Background Dorian Minzter is an experienced Therapist, Life and Retirement Transition Coach, Relationship Coach, Executive Coach, Author, Speaker and Teacher. In her work with individuals and couples, she weaves her personal and professional experiences with her understanding of adult development, positive psychology and holistic life planning […]

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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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Lori Bitter, Expert on the Business of Aging

Meet Lori Bitter, Business of Aging Expert Lori Bitter provides strategic consulting, research and development for companies seeking to engage with mature consumers at The Business of Aging. She serves as publisher of GRAND – the digital magazine for grandparents. Her book, “The Grandparent Economy” is now available at Paramount Market Publishing or on Amazon.com. Experience, Recognition, Background Lori is […]

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Posted in: PLAN for Retirement Readiness, Speakers for Retirement Professional Development, Successful Aging

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Robert Laura, CPRC, Retirement Coach expert

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 […]

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

Lili Vasileff, CFP®, MAFF, CDFA®, Founder and President of Divorce and Money Matters, LLC., is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection. Passion/Expertise Lili is sought after for her seasoned experience and deep knowledge about complicated financial issues in wealth management and is called into cases […]

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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 […]

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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 […]

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

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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 […]

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Posted in: Legacy Planning, PLAN for Retirement Readiness

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

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 […]

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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, 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 […]

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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, 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, […]

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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, 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 […]

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

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