Archive for Lifetime Income

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC. Passion/Expertise Jodi DiCenzo, CFA, CPA, has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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John Salter, PhD, CFP, AIFA – Standby Reverse Mortgage Expert

John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Passion/Expertise John Salter teaches in the areas of retirement planning and portfolio management and his research interest is in the area of retirement planning and income management. His research interests include: The role of reverse mortgages in […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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Carol Bogosian, ASA, EA, MAAA – Retirement Risk Expert

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, is an expert in retirement risk. Passion/Expertise: Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S. Position/Experience: Carol […]

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

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Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian). Passion/Expertise: Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise. The asset consulting perspective acknowledges that the wisdom of […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting, is an actuary, consultant, author, speaker, and internationally recognized expert on the impact of change on retirement systems and workforce issues. Anna Rappaport is committed to improving America’s retirement systems, with special focus on women’s retirement security. In her organizational participation, writing and speaking, she brings forward important […]

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Posted in: Lifetime Income, Medical and Long-term Care, PROTECT from Retirement Risks, Successful Aging

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Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

Betty Meredith, CFA, CFP®, CRC®, is a leading voice on retirement planning for the middle mass and mass affluent markets.  She is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education, […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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

Kevin S. Seibert, CFP®, CRC®, CEBS, is Managing Director, International Foundation for Retirement Education (InFRE). He is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market. Passion/Expertise Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. He is considered […]

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

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