Archive for PROTECT from Retirement Risks

Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Retirement Speaker

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 […]

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Posted in: Legacy Planning, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Speakers for Client or Employee Events, 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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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, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Betty Meredith, CFA®, CFP®, CRC®, Retirement Security for the Middle Market Advocate

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 […]

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Posted in: PLAN for Retirement Readiness, 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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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, Retirement 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, Retirement 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, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Alexandra Macqueen, CFP®, Retirement Income Speaker

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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Posted in: Lifetime Income, PROTECT from Retirement Risks, Retirement 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 Women and Retirement Speaker and Advocate Experience, Recognition, Background As an attorney, women and retirement speaker, and advocate, 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 […]

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

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Shelley Giordano, Reverse Mortgage Speaker

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

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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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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 Social Security claiming strategies and Medicare 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 […]

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

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