Archive for PROTECT from Retirement Risks
Meet Derek Graham, JDSpecial Needs and Retirement Planning Speaker Experience, Recognition, Background Derek Graham is an attorney and partner at Resch, Root, Philipps & Graham, LLC in Dublin, Ohio. Derek’s practice focuses on developmental disability law, special needs planning, guardianship and probate. Derek’s practice in developmental disability law started in 2009 when his oldest daughter […]
Continue Reading →Meet Sara Zeff Geber, PhD, Solo Aging and Retirement Speaker Experience, Recognition, Background Sara has a Ph.D. in Counseling and Human Behavior, a M.A. in Guidance and Counseling, and a B.A in Psychology. As a former management consultant, she has worked successfully, both nationally and internationally, with multi-billion dollar corporations, small to medium-size organizations, and […]
Continue Reading →Meet Steve Weisman, Elder Fraud, Identity Theft and Scams Retirement Speaker Experience, Recognition, Background Steve Weisman is a lawyer, college professor, author and one of the country’s leading experts in cybersecurity, identity theft and scams. He is a graduate of the University of Massachusetts and Boston College Law School. He is a member of the […]
Continue Reading →Meet Michelle Connell, CFA, Retirement Speaker on Alternative 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 […]
Continue Reading →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 […]
Continue Reading →Meet Darin Shebesta, CFP®, AIF®, CAP®, CFP Ethics Presenter Experience, Recognition, Background Darin Shebesta is a Certified Financial Planner® Professional, an Accredited Investment Fiduciary®, and a Chartered Advisor in Philanthropy® 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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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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