Archive for Medical and Long-term Care

Heather Holmes, Retirement Longevity, Health and Wealth Expert

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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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Retirement Distributions, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert

Meet Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert Experience, Recognition, Background Annalee Kruger, President, Owner, and Founder of Care Right Inc., is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process. Annalee has spent her entire 25+ year career in the senior care industry […]

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

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Dr. Katy Votava, Making the Most of Medicare Expert

Meet Dr. Katy Votava, Making the Most of Medicare Expert Experience, Recognition, Background Dr. Katy has in-depth experience as a nurse practitioner and healthcare administrator. She is an expert in healthcare and quality improvement, outcomes, including those related to Medicare, home care and long-term care. She has featured on the Nightly Business Report, Health.com and […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Retirement Distributions, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Roy Ramthun, MPH, Consumer-driven Healthcare and Health Savings Account (HSA) Expert

Meet Roy Ramthun, MPH, Health Savings Account (HSA) and Consumer-Driver Healthcare Expert Experience, Recognition, Background Roy 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 […]

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

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Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare and Family Meetings Expert

Meet Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert Experience, Recognition, Background In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers […]

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

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Ron Mastrogiovanni, Retirement Health Care Planning Expert

Meet Ron Mastrogiovanni, Retirement Health Care Planning Expert Experience, Recognition, Background Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. Ron Mastrogiovanni’s Retirement Expertise View a Sample Presentation https://www.youtube.com/watch?v=vKk4pkwDD4Q Ron’s latest venture, HealthView Services, is an emerging industry leader offering a deployable SaaS platform that incorporates […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Paul Malley, President, Advance Care Planning Expert

Meet Paul Malley, President, Advance Care Planning Expert Experience, Recognition, Background Paul Malley and the work of Aging with Dignity have been featured in national media including the CBS, NBC, and ABC evening news, CNN, MSNBC, NBC Today Show, Good Morning America, USA Today, The Wall Street Journal, The New York Times, Newsweek, Time, and […]

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Posted in: Legacy Planning, Medical and Long-term Care, PLAN for Retirement Readiness, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Cindy Hounsell, JD, Women and Retirement Advocate and Expert

Meet Cindy Hounsell, JD – Women and Retirement Advocate and Expert Experience, Recognition, Background An attorney and retirement expert, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, Barrons, U.S. News and World Report, CNN, CNBC and NPR’s 1A, All Things Considered, Morning Edition and Marketplace. Ms. Hounsell also serves as Director of […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Speakers for Client or Employee Events, Speakers for Retirement Professional Development, Working in Retirement

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Mary Beth Franklin, CFP®, Social Security Claiming Strategies and Medicare Speaker

Meet Mary Beth Franklin, CFP®, Retirement Speaker on Social Security Claiming Strategies and Medicare Experience, Recognition, Background Mary Beth Franklin, CFP® is a retirement speaker who writes about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Erin Fisher, Medicare Expert

Meet Erin Fisher, Consultant and Medicare Expert Experience, Recognition, Background Erin Fisher is a corporate and individual Medicare consultant, Medicare Speaker, Medicare trainer, and Medicare expert witness.  She specializes in Medicare plans and represents national and regional carriers. She offers a comprehensive menu of plans to her clients and is a national company licensed in most […]

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

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Brad Breeding, CFP®, Senior Living Expert

Meet Brad Breeding, CFP®, Senior Living Expert Experience, Recognition, Background Brad and his colleagues 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 […]

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

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Peter Stahl, CFP®, CLTC®, CMFC®, Retirement Health and Financial Planning Expert

Meet Peter Stahl, CFP®, CLTC®, CMFC®, Retirement Health and Financial Planning Expert Experience, Recognition, Background Peter has 30 years of experience in the financial services industry. 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, […]

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

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