Archive for Medical and Long-term Care

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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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.

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

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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.

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

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Brad Breeding, CFP® – President and Co-Founder of MyLifeSite

Brad Breeding, CFP®, President and Co-Founder of MyLifeSite, is a nationally recognized expert speaker on retirement planning and the senior living industry.
 

Passion/Expertise

Brad’s extensive knowledge of the senior living industry, combined with his financial planning background, allows him to provide valuable insights to those who are considering a retirement community, as well as to professionals who consult others in the decision process, including financial advisors, accountants, retirement living sales counselors, and others.

Position/Experience

Brad and his colleagues at My LifeSite have carefully reviewed close to 1,000 disclosure statements and sample residency contracts for retirement communities across the United States. Before launching MyLifeSite, an online senior living research and forecasting tool, Brad spent 14 years as a personal financial advisor, focusing on sound planning for retirees.

Presentations and Publications by Brad Breeding
 

Brad speaks regularly at retirement communities, lifelong learning programs, and industry trade organizations across the country. As the go-to expert in his field, Brad is interviewed often by the national media for TV and radio programs, podcasts, and publications including Kiplinger’s Magazine, The Wall Street Journal’s MarketWatch, USA Today, and The New York Times.

A prolific writer, he is also a regular contributor to the AICPA for The Tax Adviser magazine, Journal of Accountancy, and AICPA Insights blog. Additionally, Brad’s popular MyLifeSite weekly blog posts cover a bevy of topics that are pertinent to both seniors and professionals within the retirement industry.

Education/Certifications

Brad holds a Bachelor of Science Degree in Business Management from North Carolina State University and is a Certified Financial Planner™.


Have Brad Breeding speak at your event!

Brad Breeding is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management. Brad is available to speak at your retirement meeting, conference or event.

Inquire here about having Brad Breeding speak at your conference or event!

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


Webinar courses available from Brad Breeding:

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding

Retirement professionals are uniquely positioned to prompt important discussions with senior clients about future lifestyle, housing, and healthcare needs.

But with so many types of senior housing choices and considerations, how can you best guide your clients through the important decisions?

Key takeaways from Brad Breeding’s presentation:

  1. Aging in place may not always be the most practical choice, even if perceived to be less costly. [Read more …]
  2. You can be a catalyst for prompting important senior living conversations while also enhancing your practice. [Read more …]
  3. Retirement communities are not all created equally; know what distinguishes one from another. [Read more …

For more on this subject by Brad Breeding you may take this course for 1 CE credit here.
Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Roy Ramthun, MPH – Health Savings Account (HSA) Expert

Roy Ramthun, MPH, HSA Expert

Roy Ramthun, MPH, HSA Expert

Roy Ramthun, MPH, “Mr. HSA”, is the President and Founder of Ask Mr HSA.

Passion/Expertise

Roy is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He is an active advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country.

Position/Experience

Mr. Ramthun has over twenty-five years of health care and public policy experience, both in government and in the private sector. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George W. Bush then tapped Mr. Ramthun to be his health care policy advisor at the White House, where he developed the President’s proposals to expand HSAs while overseeing the implementation of the Medicare prescription drug benefit (Part D). He has served on the staff of the U.S. Senate Committee on Finance and the U.S. Health Care Financing Administration (now known as the Centers for Medicare & Medicaid Services). He also spent eight years with Humana Inc. and led the West Health Policy Center for two years.

Education/Certifications

Mr. Ramthun holds a Master of Science degree in Public Health from the University of North Carolina, and a Bachelor of Science degree from the University of Michigan.



Have Roy Ramthun speak at your event!

Roy Ramthun is an experienced speaker and presenter with a wealth of knowledge on HSAs and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Roy or any of our other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



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

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David Armes, CFP® – Medicare Counseling

David Armes, CFP®, MBA

David Armes, CFP®, MBA – Behavioral Finance and Investment Management Expert

David Armes, CFP®, Principal of Dover Healthcare Planning, LLC, a fee-only financial planning firm that helps clients evaluate their Medicare insurance choices. Dover does not sell or recommend insurance products, but only provides evaluations as well as suggestions about how clients may save money in the plans that are evaluated.

Passion/Expertise

David is a certified financial planner with ten years of experience in Medicare counseling and expertise in behavioral finance and investment management.

Position/Experience

Prior to starting Dover Healthcare Planning, LLC, David served for four years as a volunteer Medicare counselor after retiring from his job as real estate division manager for a large corporation.

Publications

David is the author of several published articles about managing retirement health care costs, including the cover story of the October 2017 issue of the Journal of Financial Planning. He has been quoted in articles about retirement health care costs in the New York Times, the Dow Jones Financial Adviser, Bloomberg/Business Week Online, and Financial Planning magazine. He has also written articles about Medicare and related health insurance topics for several financial publications, including Financial Advisor magazine.



Have David Armes speak at your event!

David Armes is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have David or any of our other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



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

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Ron Mastrogiovanni – Health Care Impact Expert

Ron Mastrogiovanni – Health Care Impact Expert

Ron Mastrogiovanni – Health Care Impact Expert

Ron Mastrogiovanni, President and Chief Executive Officer of HealthView Services, has more than 25 years of experience in management consulting, financial services and health care software design.

Passion/Expertise
Ron is responsible for developing the HealthView software platform, a solution-based planning system that integrates health care cost projections, Medicare means testing, long-term care expenses and Social Security optimization into the retirement planning process.

Position/Experience
Ron is President and Chief Executive Officer of HealthView Services, which he has helped guide to strong growth, leading the way to innovative new retirement planning applications.
Prior to HealthView, Ron was the co-founder of FundQuest, one of the first fee-based asset management companies that provided financial institutions – including banks, insurance companies, and brokerage firms – with wealth management solutions. Ron’s strategic planning, innovative product design and general business experience led FundQuest to become one of the most successful fee-based money management solutions in the industry. Under Ron’s leadership, the company accumulated over $12 billion in assets. The company was acquired by BNP Paribas, a global leader in banking and financial services.
Previous to co-founding FundQuest, Ron was President of The Parker Company, a management consulting firm specializing in technology startups. Prior to The Parker Company, he held senior sales and marketing positions in the technology industry.


Horan- Tax-Efficient Draw Downs in Retirement - YouTube brief - YouTube clip View YouTube briefs from recent Retirement
Resource Center webinars including
Ron Mastrogiovanni’s

“A 21st Century Connection: Health and Wealth”
.


Education
Ron earned his B.S. degree from Boston State College and an M.B.A. from Babson College.

Publications
Ron is a widely respected thought leader in the domain of health care costs projections, and has co-authored several white papers on such topics as the 2015 Health Care Cost Data Report and the Impact of Medicare Means Testing on Future Retirees.


A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni - RIT article Read a summary transcript of Ron Mastrogiovanni’s presentation “A 21st Century Connection: Health and Wealth” in the October, 2015 issue of
“Retirement Insight and Trends”
.


What attendees of Ron’s presentations have said
“It was very educational and scary at the same time. This information is not what I normally hear about and quite frankly, it surprises me now that I’ve heard this presentation. It certainly has given me something to further research!”


Have Ron Mastrogiovanni speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speakers’ work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



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

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

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

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 was a principal in a major consulting firm as a senior actuary and consultant providing retirement services to individuals and corporate clients before starting her own firm, CAB Consulting. She completed the Financial Planning Certificate program, gaining her perspective of the employee’s overall financial needs.

She currently serves on the Pension Section Council and the Post Retirement Needs and Risk Committee of the Society of Actuaries and the Chicago Bar Associations’ Joint Task Force on Women and Aging. She also serves on the Employee Benefits Advisory Board for The John Marshall Law School.


Misperceptions and Management of Retirement Risks - Carol Bogosian   - YouTube clip View brief YouTube clips from recent Retirement
Resource Center webinars including
Carol Bogosian’s

The Stage is Set for Serving the Mid-Market.


Publications/Presentations:

Carol has published articles for the Plan Sponsor Council of America and WISER. She has spoken at various professional associations on retirement and financial planning topics.


Misperceptions and Management of Retirement Risks - Carol Bogosian - Retirement InSight and Trends article Read a summary transcript of Carol presentation
The Stage is Set for Serving the Mid-Market
in the 1st Qtr 2014 issue of

“Retirement Insight and Trends”.



Have Carol Bogosian speak at your event!

Carol Bogosian is an experienced speaker and keynote presenter on topics pertaining to retirement income and investments analysis.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Carol Bogosian present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development events:



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

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Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD, is the President of WISER, the Women’s Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement.
 
WISER was founded in 1996 through a grant the Heinz Family Philanthropies (the personal philanthropy of Teresa Heinz Kerry) to provide low and moderate income women (aged 18 to 65) with basic financial information aimed at helping them take financial control over their lives.
 
Passion/Expertise
Ms. Hounsell provides technical assistance to several national organizations, as well as training to leaders and grassroots advocates around the country as part of her role as director of the National Education and Resource Center for Women and Retirement Planning, funded by the U.S. Administration on Aging.
 
Ms. Hounsell has testified before Congress, served as a delegate for a number of White House Summits and conferences including the last two White House Conferences on Aging, the White House Social Security Conference and each of the National Retirement Saver Summits.


The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell, JD - YouTube clip View YouTube clips from recent Retirement Resource Center webinars including Cindy Hounsell’s The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! .


Position/Experience

In addition to her duties as President of WISER, Ms. Hounsell was recently appointed to the Advisory Panel on Medicare Education (APME) representing the field of retirement and financial planning. She was appointed by Secretary of Labor, Hilda Solis, to the ERISA Advisory Council to represent the general public. Ms. Hounsell was also appointed and served for two years on the Advisory Panel on Medicare Education (APME) representing the field of retirement and financial planning. She serves on the Boards of the National Alliance for Caregiving and STRIVE-DC, as well as on the Advisory Council of Wider Opportunities for Women’s Elder Economic Security Initiative, and the Financial Services Roundtable’s Retirement Advisory Council. Ms. Hounsell is a member of the National Academy of Social Insurance.
 
An attorney and retirement expert, she has been widely quoted in the: New York Times, Washington Post, Los Angeles Times, Boston Globe, Christian Science Monitor, U.S.A Today, Newsweek, Barrons, Investors Business Daily, Congressional Quarterly, Ms., Working Mother, Associated Press, Knight Ridder and Reuters.She has appeared on ABC, CBS, CNN, CNBC, Fox Morning News & Financial News, and a Good Morning America interview with Diane Sawyer. The PBS program, To The Contrary, filmed a two-part award winning series on women and retirement that featured WISER. Radio interviews include several syndicated shows including National Public Radio’s All Things Considered and Marketplace.
 
Awards
Money magazine recently honored Cindy Hounsell in its article Heroes, which the magazine describes as “a yearlong celebration of 40 people who have made extraordinary efforts to improve others’ financial well-being.” WISER’s website was also named by ForbesWoman as one of the Top 100 Websites for Women 2012. Click here to read more.
Women’s eNews named her as one of 21 Leaders for the 21st Century. Recently, The National Adult Protective Services Association recognized Ms. Hounsell for her leadership and commitment to older women’s issues by presenting her with their 2011 NAPSA Collaboration Award.
 


The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell, JD   - Retirement InSight and Trends article Read a summary transcript of Cindy Hounsell’s presentation The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! in the 3rd Qtr 2013 issue of “Retirement Insight and Trends”.


 
Publications Authored
Ms. Hounsell has written several chapters, columns, articles, op-eds, papers and booklets on women and retirement. Two booklets, What Every WOMAN Needs to Know About MONEY and RETIREMENT: A Simple Guide and What Everyone Needs to Know About Money and Retirement, appeared as inserts in Good Housekeeping magazine, to a readership of over 26 million. Visit WISER’s site for more information.

  • 20 Ways to Take Advantage of Your Company Benefits Plan
  • What Today’s Woman Needs to Know and Do: The New Retirement Journey
  • Divorce and Retirement: Take Control of Retirement Benefits
  • Don’t Run With Your Retirement Money: Understanding Your Resources and How Best to Use Them
  • Financial Steps for Caregivers
  • What Women Need to Know About Retirement Money & Retirement
  • Your Future Paycheck: Minority Women And Retirement Income
  • Seven Life-Defining Financial Decisions


Have Cindy Hounsell speak at your event!

Cindy Hounsell is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Cindy Hounsell present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links
Visit WISER’s site for more information
Find courses and products from Cindy Hounsell at the Retirement Resource Center.

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

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

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

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 issues to ensure that decision makers can act on the best available information, strongly driven by facts and thorough analysis.

Passion/Expertise
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.


Don't Let Disability Derail Retirement Security - Rappaport and Kaleda   - YouTube clip View brief YouTube clips from recent
Retirement Resource Center webinars
including Anna Rappaport’s

Don’t Let Disability Derail Retirement Security .


Position/Experience
Anna Rappaport has helped many organizations develop their strategies with regard to retirement benefits. Anna formed Anna Rappaport Consulting in 2005, specializing in strategies for better retirement systems, after retiring in 2004 from a 28-year career with the Mercer Human Resource Consulting firm. Prior to working with Mercer she spent the years from 1958-1976 in the life insurance industry.
Anna serves on the Board of the Women’s Institute for a Secure Retirement (WISER), and the Advisory Board of the Pension Research Council. She is a member of the GAO’s Retirement Security Advisory Panel. Anna is a past- President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks. She served on the ERISA Advisory Council from 2010 to 2012 and participated in its project on disability risks in an increasingly defined contribution world.
Anna was a delegate to the 1998 and 2002 National Summits on Retirement Savings. She has been a leader in the planning and management of several major research projects by the actuarial profession focused on enhancing retirement security in America. In 2007, she was appointed Senior Fellow on Pensions & Retirement by The Conference Board. Anna’s participation on many organizations, committees and Boards, includes:

  • Society of Actuaries
    Served as President of the Society of Actuaries in 1997-98. She served on the Board of the Society of Actuaries in four decades, and will complete 50 years as a Fellow in 2013. She has chaired the Committee on Post-Retirement Needs and Risks since its inception, and has encouraged the actuarial profession to focus on post-retirement risks and work to improve the retirement system in America. The Committee has sponsored the 2001, 2003, 2005, 2007, 2009 and 2011 surveys on post-retirement risk, produced Managing Post-Retirement Risk and even Decision Briefs on Important retirement issues, conducted focus groups on how retirement assets are invested, produced two reports on misperceptions and public knowledge about retirement, and it is currently conducting several additional studies. She has been actively involved in the Living to 100 project for its more than ten years, and has participated as an author, moderator and member of the committee for the four symposia which are part of this effort. She has been a regular presenter at SOA meetings. She was a member of the Retirement 20/20 Advisory Panel. Retirement 20/20 is a project to focus on the future of retirement systems. She has written many papers and articles for SOA publications.
  • National Academy of Social Insurance
    Served two terms on the NASI Board with Board service ending in 2008, she has spoken at NASI conferences. NASI provides a multi-disciplinary focus on major social insurance issues. It sponsors research, public information, education and conferences. NASI provides a resource for the press on social insurance. Served as Chair of Membership Committee in 2006-2007.
  • Pension Research Council
    Currently serves on the Advisory Board of the Pension Research Council located within the Wharton School at the University of Pennsylvania. She co-authored three books whose publication was sponsored by the Pension Research Council. She has written several papers for the Pension Research Council, and they are included as chapters in their books.
  • WISER
    Currently serves on the Board of WISER. She has chaired the Consumer Education Committee of the Actuarial Foundation which has partnered with WISER in the development of important educational materials for women on key retirement issues. She was very involved in the development of these resources: Making Your Money Last a Lifetime and Seven Life-Defining Financial Decisions.
  • ERISA Advisory Council
    Advisory group appointed by the U.S. Department of Labor. Served a three year term from 2010-2012 representing actuarial consulting. Each member is appointed to a slot designated by the DOL. Served as Issue Chair for Privacy and Security topic in 2011. Served as Issue Vice Chair for Managing Disability Risks in an Era of Individual Responsibility in 2012.
  • Actuarial Foundation
    Appointed as Trustee Emeritus in 2007, and continues to serve on Consumer Financial Education Committee. Previously served on the Board of the Actuarial Foundation and was first chair of its Consumer Education Committee. In 2007, Anna Rappaport was the lead speaker and played a major role in the Joint Task Force’s symposium “Women at Risk: Timing, Financing and Coping with Retirement” (see Actuarial Foundation Website)
  • American Academy of Actuaries
    Previously served on the Board, task forces, and several committees of the Academy. This organization works in partnership with the SOA on many of the post-retirement risk issues and has been instrumental in bringing the major work of the Committee on Post-Retirement Needs and Risks to the U.S. Congress.
  • The Chicago Network
    Member of the Chicago Network, an organization of very senior professional women in the Chicago area.
  • Task Force on Issues Affecting women as They AreActive member of the task force. She has assisted the task force with information on actuarial and pension issues, and has given many presentations at task force meetings.
  • Employee Benefits Research Institute(EBRI)
    Anna Rappaport is a fellow of the institute, a major source of employee benefit and pension research.
  • Wider Opportunities for Women (WOW)
    Anna Rappoprt served on the National Advisory Board to the Elder Economic Security Initiative
  • Retirement Income Industry Association (RIIA)
    Anna Rappaport designated Special Advisor to the Board in 2009.

Education/Certifications/Awards
Anna Rappaport is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and holds a Master’s Degree in Business Administration from the University of Chicago. Here are some of her many awards:

  • Workers in Employee Benefits named Anna Rappaport Employee Benefits Professional of the Decade in connection with their 10th anniversary.
  • Business Insurance selected Anna Rappaport as one of the Top 100 Women in Benefits and Insurance in October 2000.
  • In March 2003, Anna Rappaport received the ,b>Illinois State Treasurer’s Woman to Woman Award as a Trailblazer in Public Policy.
  • Anna Rappaport was the recipient of the YWCA’s Outstanding Achievement in Business Award in October 2003.
  • Anna Rappaport received The Society of Actuaries John E. O’Connor Distinguished Service Award for 2003.
  • In October 2005, WISER awarded Anna Rappaport a Hero’s Award for her contributions to furthering women’s retirement security.
  • Wynn Kent Public Communication Award
  • Actuarial Foundation Insurance Legends Award in 2011
  • 2011 Society of Actuaries Outstanding Volunteer Award

Don't Let Disability Derail Retirement Security - Rappaport and Kaleda - Retirement InSight and Trends article Read a summary transcript of Anna Rappaport’s
presentation
The Don’t Let Disability Derail
Retirement Security
in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.


Publications/Presentations
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Anna has written several articles on disability risk and retirement security. Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.

Anna is a frequent speaker and contributor to business and trade publications, and is the co-author of three books on the topics of demographics, retiree medical and retirement. For many years, she wrote a column on post-employment benefits for Employee Benefit Plan Review.



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

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