Archive for PLAN for Retirement Readiness

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 […]

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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 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 […]

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Posted in: PLAN for Retirement Readiness, Retirement Coaching

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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 […]

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

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

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. Passion/Expertise: John started his career as a technical retirement plan consultant, when he realized that […]

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Posted in: PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Coaching, Working in Retirement

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

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian). Passion/Expertise: Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise. The asset consulting perspective acknowledges that the wisdom of […]

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

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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 […]

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

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Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

Betty Meredith, CFA, CFP®, CRC®, is a leading voice on retirement planning for the middle mass and mass affluent markets.  She is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education, […]

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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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Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert

Kevin S. Seibert, CFP®, CRC®, CEBS, is Managing Director, International Foundation for Retirement Education (InFRE). He is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market. Passion/Expertise Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. He is considered […]

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

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

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships. Passion/Expertise As a seasoned businessman, educator and performance improvement coach, Joe Tabers brings to his audiences a wealth of valuable, practical experience that includes extensive training and research in adult learning, communication and management leadership skills at […]

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Posted in: PLAN for Retirement Readiness, Retirement Coaching

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