Archive for PROTECT from Retirement Risks

Paul Malley, President, Aging with Dignity

Paul Malley is President of Aging with Dignity, a national non-profit organization based in Tallahassee, Florida, with a mission to help individuals and their families receive the care they want in case of a serious illness.

Aging with Dignity is the creator and distributor of America’s most popular advance directive, Five Wishes, an easy-to-use legal document – used by more 30 million people – that addresses important medical issues as well as personal, emotional and spiritual matters at the end of life. More than 14 million Americans have turned to Five Wishes as their preferred tool to make their wishes known and to discuss their preferences with their family and doctor before a health crisis. More than 15,000 partner groups (hospitals, hospices, places of worship, employers, community organizations) make up the growing network of organizations that distribute Five Wishes in communities across the country.

Malley has also guided the efforts of several aging advocacy groups to improve state policy on advance care planning. He was appointed by Gov. Jeb Bush to the Florida delegation of the White House Conference on Aging, an event held once every decade to shape public policy on issues related to aging.

Presentations by Paul Malley

Retirement Resource Center online CE courses available from Paul Malley:

Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley
 

Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes.

Currently, less than 30 percent of adults have an advance directive. This webinar will help advisors develop skills to begin and continue these difficult conversations, use advance care planning to build an outreach and education program, and provide a step-by-step guide on completing an advance directive.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.

More about Paul Malley

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 Consumer Reports.

Malley has spoken about aging issues and advance care planning to organizations such as the US Departments of State and Justice, The Johns Hopkins University School of Medicine, The National Naval Medical Center at Bethesda, Florida Department of Education and Executive Office of the Governor, Delta Airlines, 3M, The National Foundation of Women Legislators, Employee Benefits Management Forum and the Alliance for Work/Life Progress.

Paul Malley has a BA and Master of Arts in Communications from Florida State University. He also served an Internship at the US Embassy in London in Foreign & Commercial Service.

How can you schedule Paul Malley to speak at your event?

Paul Malley 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 Paul Malley speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.

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Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Bob Mauterstock, CFP®, ChFC, CLTC, is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children.


Passion/Expertise

For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.

Position/Experience

In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.

Bob now speaks to a wide range of audiences through workshops, trainings, meetings, and consultations, as well as doing presentations for organizations and corporations. You can read more about Bob and his work on his website and through his blog on GiftofCommunication.com.

Publications and Presentations by Bob Mauterstock, CFP®, ChFC, CLTC

Bob Mauterstock is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children, and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.

Bob has been quoted in a number of publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country. Some of the companies, organizations and conferences where Bob has presented include:

  • National NAPFA (National Association of Personal Financial Advisors) Conference
  • National IMCA (Investment and Wealth Professionals) Conference
  • FPABE (Financial Planning Association) Conference
  • FPA (Financial Planning Association) State Chapters: Connecticut, Greater Indiana, Massachusetts, Minnesota, Philly-Tri-State, Southern Wisconsin, Tampa, SW Florida, Tennessee and West Palm Beach
  • Berkshire Money Management

Popular presentations by Bob Mauterstock for financial advisors include:

  • Working with Clients with Diminished Capacity
    What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 (a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, both may be at risk. Bob has developed a protocol that you can follow to deal with this problem. Attend his workshop and learn the steps you can take to help your aging clients and preserve the business you have worked so hard to build.
  • Passing the Torch: Critical Conversations Your Clients Must Have
    Boomers are concerned about the conversations they need to have with their adult children about all the issues they will face as they get older. Passing the Torch gives you, as their advisor, a practical and empathetic approach to help them work with their children to discuss and plan all the decisions they will have to make. This workshop lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as legal issues that can impact the family, end of life planning, health care planning and passing on a legacy to the next generation.

Bob Mauterstock delivers a workshop for clients of financial advisors:

  • Critical Conversations You Must Have with Your Family
    Bob has presented a number of workshops to advisors’ clients to give the advisor additional credibility and add value to their relationship. In these workshops he includes the following topics:

    • Simple techniques to bridge the communication gap between generations
    • Understanding the critical issues that are most important to the family
    • The 5 essential legal issues that boomers must address
    • How to create a long-term care plan for the family
    • 7 tips for gathering and organizing the critical information clients need to plan for the future

Books by Bob Mauterstock (available on Amazon or Bob’s website GiftofCommunication.com)

Education/Certifications

Bob Mauterstock holds a Master’s Degree in Education from University of Connecticut and a Bachelor’s Degree in Psychology from Princeton University. He is a former Navy helicopter pilot and holds the CFP®, ChFC, and CLTC designations.

Bob is an active member of the Financial Planning Association. He serves on the Board of Directors for Cape Mediation and the Brewster Ladies’ Library, He is a member of the Academy of Model Aeronautics and the Nauset Newcomers.

Testimonials

​Thank you so much for speaking at the FPA of Southwest Florida’s first symposium. As I was chatting with people, they really appreciated the practical advice you provided to help them with their clients. Having key takeaways like that are so important.”
Tom Pattrica, CFP®, FPA of SW Florida Chapter

Bob Mauterstock’s presentation regarding the importance of having conversations with our aging parents on the topics of money, living wills, comfort care and after-life wishes was very informative and enlightening. He brought to life these difficult topics by sharing his personal experiences as well as the experiences of people that he has helped during his career… It was an eye-opener. I would highly recommend Bob for any organization who wishes to share these topics in a caring and thoughtful presentation.”
Margaret Holmes, Executive Director, Mayflower Place Continuing Care Retirement Community

Have Bob Mauterstock speak at your event!

Bob Mauterstock is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Bob is available to speak at your retirement meeting, conference or event.

Inquire here about having Bob Mauterstock 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 Bob Mauterstock
 

Protecting Your Clients From Financial Abuse – Bob Mauterstock

Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year.

As retiring boomers become part of this population the problem is expected to increase dramatically.

It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.

This webinar will give advisors the skills they need to protect their clients.

Click here to see more Retirement Resource Center courses you may take for CFP®, CRC&reg, ASPPA, American College, and other CE credits.

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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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Amber Woodland, Esq., Elder Law Expert

Amber Woodland, Esq., Elder Law Expert

Amber Woodland, Esq., Elder Law Expert

Amber B. Woodland, Esq. is a member of the bar of the Supreme Court of the State of Delaware. She is also accredited by the Department of Veterans Affairs (VA) to prepare, present and prosecute claims for veterans before the VA.

Passion/Expertise
Amber’s practice is focused in elder law including asset protection planning for long term care (Medicaid and VA), wills, trusts, estates, powers of attorney, health care directives and guardianships.

Position/Experience
Amber began working at Procino Wells, LLC in the summer of 2006. She continued to work part-time for the firm throughout law school and joined the firm as an associate attorney in 2010. On January 1, 2014, she became a partner and the firm is now known as ProcinoWells & Woodland, LLC.

Education
Amber is a graduate of Flagler College (Bachelor of Arts Degree, Psychology, Cum Laude, 2007), Saint Augustine, Florida; and Regent University School of Law (J.D., 2010), Virginia Beach, Virginia.

In law school, Amber served as the Chairperson for the Volunteer Income Tax Assistance Program. She also received recognition in an article titled “Healing Healthcare Through Tax Reform,” Regent Journal of Law & Public Policy, Volume 2, Number 1, Spring 2010, 63, for her editing and research assistance. In addition, Amber served as a legal intern for a law office in Newport News, Virginia, where she primarily concentrated in the areas of estate and tax planning.

Awards/Affiliations
Amber is proud to be a member of Delaware Todayís Women in Business 2014 and to be recognized as the 2016 Best Lawyer in Southern Delaware by Metropolitan Magazine. She is the current treasurer of Soroptimist International of Seaford, DE, Inc.ís related foundation, the Curiosity Service Foundation, which receives its funding from the Curiosity Shop on Middleford Road. She is also a member of the Board of Directors for the Southern Delaware Estate Planning Council; ElderCounsel; WealthCounsel; the National Academy of Elder Law Attorneys; the National Care Planning Council; and the Elder Law Section of the Delaware State Bar Association.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Annalee Kruger, President, Care Right Inc.

Annalee Kruger, President, Care Right, Inc.

Annalee Kruger, President, Care Right, Inc.

Annalee Kruger is the President, Owner, and Founder of Care Right Inc.

Annalee Kruger’s mission is to help families be pro-active and put plans in place before a medical crisis occurs. While she serves families in SW Florida, she also serves families across the US. Gone are the days of families living in the same zip code, let alone time zone. Annalee helps families with her virtual guidance service and virtual family meetings and family coaching/education.

In 2011 she founded Care Right Inc. to help families with aging loved ones navigate through the long-term care industry and cope with issues family caregivers encounter. Care Right’s mission is to help families be pro-active by facilitating difficult conversations early on, explain the importance of having their legal documents in order, explain the costs of health care, why having a financial plan is important, and developing a plan of care which incorporates the legal and financial planning.

She has worked with thousands of facility residents, their families, and caregivers as well as numerous health care agencies, and delivered hundreds of trainings and in-services to professionals and family caregivers on a variety of topics. Annalee has also provided business training for organizations across the US and China. Annalee has worked at every level in the long-term care industry, starting as a social worker over 25 years ago and eventually directing all operations of a community-based continuum of care retirement facility. Annalee earned her MBA at Cardinal Stritch University; her certificates in six sigma black belt; family mediation; and PTSD, grief, trauma, and loss counselling. She is a member of the National Speaker’s Association, National Association of Social Workers, and a sponsor of the Financial Planners Association in Wisconsin and Florida.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Erin Fisher, President of Find Medicare Plans

Erin Fisher, President of Find Medicare Plans

Erin Fisher, President of Find Medicare Plans

Erin Fisher, President and Founder of Find Medicare Plans, LLC.

Erin Fisher is President of Find Medicare Plans, LLC, a national Medicare plan agency based in Stamford, Connecticut. She founded the company ten years ago.

FindMedicarePlans.com works nationwide to assist people with getting on Medicare through the Federal government and finding the plan that meets their needs (supplements, Medicare Advantage and Part D), representing twelve carriers.

Erin’s 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American Airlines, Delta Airlines, Federated Department Stores and the United Nations.

Presentations by Erin Fisher

Webinar courses available from Erin Fisher:

Medicare 101 – The As, Bs, Cs, and Ds of Medicare - Erin Fisher

Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.

More about Erin Fisher

Erin is a member of the National Association of Health Underwriters (NAHU); NAHU National Medicare Advisory Group; NAHU Connecticut Board Member, NAHU Leading Producers. Through this organization she has been successful in getting Federal legislation passed to reduce burdensome regulations on Medicare enrollees and is lobbying to effect further changes in Medicare regulations.

Erin is also a member of Orion Resources, a non-profit dedicated to seniors, Chapin Hill Advisors, Retirement Resource Center and the Financial Planners Association. She is the past President of Women in Insurance and Financial Services (WIFS), New York Metro Chapter, WIFS Circle of Excellence member; has received the AARP Community Service Award and many professional achievement awards including those from Senior Market Sales, Aetna and United Healthcare to name a few.

How can you hire Erin to speak at your event?

Erin Fisher 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. betty.meredith@retirement-resource-center.netEmail or phone 847-686-0440 x102 us directly to receive a free voucher to view a sample of Erin’s presentations. Or fill out this simple form to let us know your interests, and we’ll get back to you shortly with speakers and availability!

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher.
 

Passion/Expertise:

Wade D. Pfau, Ph.D., CFA, is passionate about retirement income security for Americans by providing educational material and information about retirement income strategies for advisors.  

Position/Experience:

Wade is a Professor of Retirement Income at the American College of Financial Services in their Ph.D. program on Financial Services and Retirement Planning.

  • Served as a past curriculum director for the Retirement Management Analyst (RMA) designation program
  • Contributed to the curriculum of the Retirement Income Certified Professional (RICP) designation from the American College

Presentations and Publications by Wade Pfau
 

Wade Pfau has published research on retirement planning in a wide variety of academic and practitioner research journals. His research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, The New York Times, Forbes, Money, Newsweek, SmartMoney, and others.

Wade is also a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal

Wade has published books available on his website RetirementResearcher.com and Amazon, as well as many white papers.

You may also read Wade’s work regularly on his blog at his RetirementResearcher.com.

Education/Recognition:

Wade Pfau, PhD, holds a doctorate in economics from Princeton University.

  • Past selectee for the InvestmentNews Power 20 for people expected to shape the financial advisory industry
  • Recipient of Financial Planning magazine’s Influencer Awards
  • Wade’s research article on “safe savings rates” won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award
  • Wade’s work on evaluating the outcomes of different retirement income strategies received an Academic Thought Leadership Award from the Retirement Income Industry Association

Have Wade Pfau, PhD, CFA speak at your event!

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

Inquire here about having Wade Pfau speak at your conference or event!

Or, learn more about other Retirement Speakers Bureau presenters to find the one that’s best for your event.

Retirement Resource Center webinar courses available from Wade Pfau:
 

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies - Wade Pfau

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau

Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply.

It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.

Retirement Insight and TrendsRead an excerpt from this presentation on
Retirement Insight and Trends.
 

Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

How can reverse mortgages be used to better secure retirement?

The reverse mortgage option may be a method for responsible retirees to create liquidity for an otherwise illiquid asset.

Learn how to think about reverse mortgages as a form of insurance to protect against market losses.

Retirement Insight and TrendsRead an excerpt from this presentation on
Retirement Insight and Trends.
 

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

See highlights and conclusions from a 4-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity.

The work illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans and how to use a diversified portfolio approach.

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

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Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies.
 

Passion/Expertise

Mary Beth Franklin has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance.

Position/Experience

Mary Beth Franklin is the President of RetirePro and a Contributing Editor to InvestmentNews. She has served as a Senior Editor to Kiplinger’s Personal Finance and a Syndicated Columnist for Maturity News Service/Third Age Media, using her background as a Capitol Hill reporter.

Presentations and Publications by Mary Beth Franklin
 

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®

Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get the most out of complicated new claiming rules’, has been updated to reflect changes in claiming strategies due to the Bipartisan Budget Act of 2015.

Presentations usually range from 45 to 90 minutes and include questions and answer sessions with the audience. Some of Mary Beth Franklin’s presentations include:

  • “How to Maximize Social Security Benefits Now” discusses the new claiming rules authorized by the Bipartisan Budget Act of 2015 and reviews strategies for married couples, divorced spouses, surviving spouses and ex-spouses and single individuals.
  • “The Broken Three Legged Stool” discusses the demise of pensions as a traditional element of retirement income and the need to include all sorts of assets beyond retirement accounts (such as home equity and continued employment) when creating a retirement income plan. It includes ways to maximize Social Security benefits under current rules.
  • “The Ticking Tax Time Bomb” outlines the challenges of managing retirement income in the most tax-efficient manner and discusses the impact on retirement income on Medicare premiums.
  • Why Social Security is Crucial to Women – Women represent more than half of all Social Security benefits whether on their own earnings record or as a spouse, a caregiving spouse, an ex-spouse or a widow. Although women now work and pay Social Security taxes at higher rates than any other time in history, they face considerable retirement planning challenges due to their longer average lifespans and careers that are often interrupted for caregiving duties.
Education/Certifications

Mary Beth has a Bachelor of Arts, Communications, Cum Laude from American University, and her Certificate, Certified Financial Planning, from the University of Virginia.

Have Mary Beth Franklin speak at your event!

Mary Beth Franklin is an experienced speaker and presenter with a passion for providing industry-leading information to her audiences. She is available to speak at your conference or appear at one of your events.

Inquire here about having Mary Beth Franklin 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 Mary Beth Franklin:
 

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

“Women and Retirement” provides specifics about what planners should do to help their women clients be more retirement secure.

Retirement Insight and TrendsRead an excerpt from this presentation on Retirement Insight and Trends.

 
 

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Matthew Allen, CEO, Social Security Advisors

Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services.

 Passion/Expertise

Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.

Position/Experience

In addition to co-founding Social Security Advisors, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm.

During his tenure, Matthew was responsible for a variety of collaborative responsibilities including: investment analysis, economic analysis, and equities and fixed-income trading. In conjunction with his associates at LaBranche, Matthew actively participated as a market maker in several of the largest NYSE-listed equity and fixed-income securities including, but not limited to: American Express, Inc., Merck & Co., Inc., Altria Group, Inc., Morgan Stanley, The Gap Inc., and SBC Communications, Inc.

Presentations by Matthew Allen

Matthew is an established speaker on Social Security topics, including how to maximize your clients’ Social Security.

As a serial entrepreneur who is driven by a passion for providing industry-leading advice to his clients, Matthew Allen has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing.

In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors.

Education/Certifications

Matthew has pursued advanced education in the areas of business, finance, law, and politics and has held the Series 65, Series 25, and Series 21 licenses and certifications, and has been awarded the CFA Institute’s Certificate of Achievement.

Have Matthew Allen speak at your event!

Matthew Allen is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Matthew is available to speak at your retirement meeting, conference or event.

Inquire here about having Matthew Allen 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 Matthew Allen
 

Maximizing Your Clients’ Social Security – Matthew Allen

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.

The average couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and retirement planning.

In addition to adding value by helping your existing clients make an informed Social Security decision, knowledge of Social Security can also be helpful to your overall practice and is a great lead generator.

For more on this subject by Matthew Allen you may take this course for CFP®, CRC&reg, ASPPA, American College, and other continuing education credits here.

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

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Posted in: Lifetime Income, PROTECT from Retirement Risks, Social Security, Speakers for Retirement Professional Development

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Dr. Katy Votava – President and founder of GOODCARE.com®

Dr. Katy Votava is the President and founder of GOODCARE.com, a nationwide independent consulting firm specializing in the economics of healthcare.


Passion/Expertise

Together with other healthcare experts in their respective fields, Dr. Votava and her staff work to develop customized solutions to clients’ questions and solve their healthcare puzzles.

To help more people get the information they need about planning and paying for healthcare, in 2004 Votava created GOODCARE.com, an online source for information, resources and free tools.

Position/Experience

Dr. Votava is a registered professional nurse and has a Ph.D. in health economics and nursing from the University of Rochester in Rochester, New York. She completed a pre-doctoral fellowship in Community and Preventive Medicine at the University of Rochester and a post-doctoral fellowship at Harvard Medical School. Before starting GOODCARE.com, Dr. Votava worked as the director of clinical specialties and education at Visiting Nurse Service of Rochester and Monroe County, Inc.

Presentations and Publications by Dr. Katy Votava
 

With her in-depth experience as a nurse practitioner and healthcare administrator, Dr. Votava is an expert in healthcare reimbursement and outcomes, including those related to Medicare, Medicaid, and long-term care.

A major focus of Dr. Votava’s research is health care costs for people during their retirement years, and she has been published widely and frequently spoken on these topics.

Have Dr. Katy Votava speak at your event!

Dr. Katy Votava is an experienced speaker and presenter with a passion for providing industry-leading information to her audiences.

Inquire here about having Katy Votava speak at your conference or event!

Or go to the Retirement Speakers Bureau to learn more about this and other speakers and presenters.

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Peter Stahl, CFP®, CLTC®, CMFC®, President, Bedrock Business Results

Peter Stahl, CFP®, CLTC®, CMFC®, is President and Founder of Bedrock Business Results, LLC, and Founder of WealthWatch.com.


Passion/Expertise

Peter has 29 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has supported the sales and marketing efforts of financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally. Product areas include insurance, mutual funds, annuities and retirement plans.

Position/Experience

In 2012 Peter founded Bedrock Business Results, LLC, a training and consulting firm designed to help financial advisors understand health care challenges during retirement, equipping them to build trust and provide solutions for their clients.

Peter is also the founder of WealthWatch, an innovative video library providing content on retirement health care issues, focusing on the convergence of health care and financial planning.

Peter was previously the Vice President of Strategic Relationships at The Hartford, and prior to that part of the support team at Putnam Investments. He lives with his wife and five children in the Philadelphia suburbs.

Publications/Presentations

Peter delivers training and resources to financial advisors and their clients across the United States and internationally. Author of “Top of the First: The Convergence of Health Care and Financial Planning”, now available in paperback, Peter makes navigating through a complex and ever-changing health care landscape comprehensible to all. He covers:

  1. Concern about health care costs has emerged as pre-retirees’ top concern;
  2. Health care is a major topic in our nation;
  3. Financial Advisors who are equipped to address this issue have a unique opportunity to build trust, gather assets and cement client relationships.

Content includes:

  • Estimating Retirement Health Care Costs
  • Medicare
  • Health Savings Accounts
  • Custodial Care
  • Changing Accumulation Strategies
  • Retirement Income Considerations
  • Resources for Advisors and Clients

Delve Deeper – CFP® CE Credit Available

The Retirement Resource Center recommends Peter Stahl’s book and courses for those interested in delving deeper into the subjects of health care, health savings accounts, and financial planning, and for those interested in earning CFP® CE in those topics. You can see all of Peter’s CFP course offerings for Bedrock Business Results, LLC on the CFP Board here.

Peter Stahl’s book, “Top of the First: The Convergence of Health Care and Financial Planning”, is worth 4 CFP® CE credits. Peter also offers a workshop in Accumulating Wealth with Health Savings Accounts, and The Convergence of Health Care & Financial Planning for 1 CFP CE each, and Retirement Health Care & Financial Planning Series for 4 CE credits.

Education/Certifications

Peter earned a Bachelor’s degree in Economics & Business Administration from Gordon College. He has been a Certified Financial Planner (CFP®) since 1997, and also holds Certification for Long-Term Care (CLTC®) and Chartered Mutual Fund Counselor (CMFC®) designations.

Recommendations

I have known and worked with Peter Stahl for over 20 years. When First Tennessee sought to expand their discount broker dealer into a full service broker dealer, Peter was instrumental in helping us lay the foundation for a sound business model that led to the establishment of an industry-leading institution today. Equally, Peter is adept at building a personal foundation rooted in trust and competence, and I will always regard him as a significant influencer in my leadership style today.

I was introduced to Peter last year at the CFS/SPF Program Manager’s Forum. Since that time I have had the extreme pleasure to see Peter speak on several occasions. His knowledge and expertise are only exceeded by his passion. He has been an integral part of the success of a regional training program I established for our advisors. His talk on funding health care in retirement is an eye opener. Moreover it is a topic many advisors are not equipped to handle. Peter helps to bridge the gap and empower advisors to differentiate themselves.

Have Peter Stahl speak at your event!

Peter Stahl is an experienced speaker and presenter with a passion for providing industry-leading information to his audiences.

Contact Peter Stahl to speak at your conference or event!

Or, go to the Retirement Speakers Bureau to learn more about this and other speakers and presenters.

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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”:
 

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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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