Archive for PROTECT from Retirement Risks

Michael Finke, PhD, Professor of Wealth Management

Meet Michael Finke, PhD, CFP®, Professor of Wealth Management Experience, Recognition, Background Michael Finke, PhD, is Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He joined The College in June 2016, having served since 2006 as a professor and PhD coordinator in the […]

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Posted in: PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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

Meet Michael Falk, CFA, CRC®, Behavioral Finance and Retirement Contrarian Expert Experience, Recognition, Background Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and their resident retirement contrarian). His background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. […]

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

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Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert

Meet Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert Experience, Recognition, Background Curtis Cloke is an adjunct professor for The American College of Financial Services providing expertise as a retirement income expert, trainer, and professional keynote speaker with almost 33 years of experience in financial services. In addition to his entertaining and informative main platform […]

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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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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, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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David Blanchett, Ph.D., CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker

Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. He is a retirement research and income planning expert who works to enhance the group’s consulting and investment services. David conducts research primarily in […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, 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, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Barry H. Sacks, PhD, JD, Reverse Mortgage and Retirement Portfolio Longevity Expert

Meet Barry Sacks, PhD, JD, Reverse Mortgage Retirement Portfolio Longevity Expert Experience, Recognition, Background Barry Sacks, Ph.D. earned his Ph.D. in semi-conductor physics from M.I.T., and then taught at U.C. Berkeley. He earned a J.D. Harvard Law School, and is a Certified Specialist, Taxation Law, from the California Board of Legal Specialization.  Barry spent 35 years […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Speakers for Retirement Professional Development

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Carroll Golden, Extended and Long-term Care Expert

Meet Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Expert Experience, Recognition, Background Carroll has held executive positions in brokerage distribution and corporate carriers. She has been interviewed both on radio and television, has written numerous articles, and often presents at virtual meetings and […]

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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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Joanne Giardini-Russell, Medicare and Medicare Supplement Expert

Meet Joanne Giardini-Russell, Medicare, Medicare Advantage and Medigap Expert Experience, Recognition, Background Having spent years in the financial services and insurance industries, Joanne recognized an enormous and unfilled niche – the lack of quality education and product selection assistance in an extremely confusing space called Medicare. In addition to holding client consultations daily, Joanne teaches […]

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

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Phil Bongiorno, Home Health Care Expert

Meet Phil Bongiorno, Home Health Care Expert Experience, Recognition, Background With more than 25 years of extensive health care and public health policy experience, Phil has represented numerous associations focused on health care and disability issues over the years. He began his role in January 2014 as Executive Director for the Home Care Association of […]

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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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Lori Bitter, Expert on the Business of Aging

Meet Lori Bitter, Business of Aging Expert Lori Bitter provides strategic consulting, research and development for companies seeking to engage with mature consumers at The Business of Aging. She serves as publisher of GRAND – the digital magazine for grandparents. Her book, “The Grandparent Economy” is now available at Paramount Market Publishing or on Amazon.com. Experience, Recognition, Background Lori is […]

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Posted in: PLAN for Retirement Readiness, Speakers for Retirement Professional Development, Successful Aging

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Kelley Long, CPA/PFS, CFP®, Health Savings Account Expert

Kelley Long, CPA/PFS, CFP®, Health Savings Account Expert

Meet Kelley Long, Health Savings Account (HSA) Expert Experience, Recognition, Background Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Public Accountant, and is frequently […]

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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

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