Archive for PROTECT from Retirement Risks
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 […]
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 Dr. Katy Votava, Making the Most of Medicare Expert Retirement Speaker Experience, Recognition, Background Dr. Katy has in-depth experience as a nurse practitioner and healthcare administrator that helps her provide guidance on making the most of Medicare as a retirement speaker. She is an expert in healthcare and quality improvement, outcomes, including those related […]
Continue Reading →Meet Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Retirement Speaker Experience, Recognition, Background Lili Vasileff, CFP®, MAFF, CDFA®, is a nationally recognized gray divorce retirement speaker and expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection in divorce. Lili Vasileff is one of the distinguished trailblazers of divorce financial planning who has been […]
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 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 […]
Continue Reading →Meet Betty Meredith, CFA®, CFP®, CRC®, Advocate for the Retirement Security of Middle Income Americans Experience, Recognition, Background Betty Meredith has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions. Betty Meredith’s Retirement Expertise View a Sample […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 […]
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 […]
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