Meet Michelle Connell, CFA, Retirement Speaker onAlternative Investments for Retirement Plan Fiduciaries Experience, Recognition, Background Michelle P. Connell, CFA explains alternative investments for plan fiduciaries seeking to address slower growth and lower yields without taking on excessive risk. She has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She […]
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Meet Kathi Balasek, MA, Retirement Speaker and Grief Literacy Expert Experience, Recognition, Background Kathi Balasek, MA, is an Empathy and Grief Communication Corporate Coach and Consultant, University Lecturer, Speaker, Educator and Podcast Host who is on a mission to cultivate a grief literate culture by improving the language of loss with clients. She is currently […]
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Meet Darin Shebesta, CFP®, AIF®, CFP Ethics Presenter Experience, Recognition, Background Darin Shebesta is a Certified Financial Planner® Professional and Accredited Investment Fiduciary 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 Top 40 Under 40 Advisor in 2016 by […]
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Meet Tamiko Toland, Annuity Expert Experience, Recognition, Background Tamiko is Director, Retirement Markets for CANNEX Financial Exchanges and is a Certified Financial Education Instructor (CFEI). Her focus is the individual and institutional annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on […]
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Meet Marc Kiner, CPA, Social Security Expert Experience, Recognition, Background Marc Kiner has 30 years experience in public accounting. His primary areas of service were to privately held businesses and individuals. Recognizing a need in the marketplace for enhanced advisor knowledge for Social Security filings, Marc sold his practice in 2012 to concentrate on Social […]
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Meet Steve Parrish, JD, RICP, CLU, ChFC, AEP, Estate Planning and Retirement Income Expert Experience, Recognition, Background Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning […]
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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 […]
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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 […]
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Meet Heather Holmes, Retirement Longevity, Health and Wealth Expert Experience, Recognition, Background Heather is Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. […]
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Meet Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert Experience, Recognition, Background Annalee Kruger, President, Owner, and Founder of Care Right Inc., is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process. Annalee has spent her entire 25+ year career in the senior care industry […]
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Meet Dr. William Reichenstein, CFA, Social Security and Optimal Asset Withdrawal Strategies Speaker Experience, Recognition, Background Dr. William Reichenstein, CFA, is an expert in Social Security and optimal asset withdrawal strategies. He holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. His recent work concentrates on the interaction between investments […]
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Meet Dr. Katy Votava, Making the Most of Medicare Expert Retirement Speaker Experience, Recognition, Background Dr. Katy has in-depth experience as a nurse practitioner and healthcare administrator that helps her provide guidance on making the most of Medicare as a retirement speaker. She is an expert in healthcare and quality improvement, outcomes, including those related […]
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