Archive for Lifetime Income

Darin Shebesta, CFP, AIF, CFP Ethics Presenter

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

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Tamiko Toland, Annuity Expert

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

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Marc Kiner, CPA, Social Security Advisor

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

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Steve Parrish, JD, RICP, CLU, ChFC, AEP, Retirement and Estate Planning Expert

Meet Steve Parrish, JD, RICP, CLU, ChFC, AEP, Retirement and Estate Planning 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 at […]

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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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Joe Jordan, Inspirational Speaker and Behavioral Finance Expert

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

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Dr. William Reichenstein, CFA, Social Security and Optimal Asset Withdrawal Strategies Expert

Meet Dr. William Reichenstein, CFA, Social Security and Optimal Asset Withdrawal Strategies Expert Experience, Recognition, Background Dr. William Reichenstein, CFA, is an expert in Social Security and retirement 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 and […]

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

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

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 […]

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

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John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert

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 […]

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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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Alexandra Macqueen, CFP®, Retirement Income Expert

Meet Alexandra Macqueen, CFP®, Retirement Income Author & Expert. 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 […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Shelley Giordano, Reverse Mortgage Expert

Meet Shelley Giordano, Reverse Mortgage Expert Experience, Recognition, Background Shelley’s background in reverse mortgage lending is diverse and includes origination, sales management, and industry leadership. She read a very early article article written by Barry Sacks, PhD, JD , in 2005, and since then have advocated for the protective power of housing wealth in the […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert

Meet Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert Experience, Recognition, Background Curtis Cloke is an adjunct professor for The American College of Financial Services providing expertise as a retirement income expert, trainer, and professional keynote speaker with almost 33 years of experience in financial services. In addition to his entertaining and informative main platform […]

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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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David Blanchett, Ph.D., CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker

Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. He is a retirement research and income planning expert who works to enhance the group’s consulting and investment services. David conducts research primarily in […]

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

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