Archive for Lifetime Income
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 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 […]
Continue Reading →Meet Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert Experience, Recognition, Background Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement […]
Continue Reading →Meet John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert Experience, Recognition, Background John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Dr. Salter has been on the Texas Tech faculty since 2006. During this time he has taught numerous courses in the […]
Continue Reading →Meet Alexandra Macqueen, CFP®, Retirement Income Speaker & Author Experience, Recognition, Background Alexandra Macqueen is a Certified Financial Planner® professional who brings nationally-recognized expertise to the practice of financial planning, retirement, and pensions. Her retirement planning practice is built on the ideas articulated in her best-selling books, co-authored with Dr. Moshe Milevsky at the Schulich […]
Continue Reading →Meet Shelley Giordano, Reverse Mortgage Speaker Experience, Recognition, Background Shelley’s reverse mortgage speaker background in reverse mortgage lending is diverse and includes origination, sales management, and industry leadership. She read a very early article written by Barry Sacks, PhD, JD , in 2005, and since then has advocated for the protective power of housing wealth […]
Continue Reading →Meet Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income and Distribution Planning Speaker Experience, Recognition, Background Curtis Cloke is an adjunct professor for The American College of Financial Services providing expertise as a retirement income and distribution planning speaker, trainer, and expert with almost 33 years of experience in financial services. In addition to his entertaining […]
Continue Reading →Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Retirement Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the Managing Director, Head of Retirement Research, PGIM DC Solutions. He is a retirement research and retirement planning speaker who works to enhance the group’s consulting and investment services. David conducts research primarily […]
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