Archive for PROTECT from Retirement Risks

Erin Fisher, Medicare Speaker

Meet Erin Fisher, Medicare Speaker and Consultant Experience, Recognition, Background Erin Fisher is a corporate and individual Medicare speaker, Medicare trainer, consultant 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 states. […]

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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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Michael Finke, PhD, Modern Approach to Retirement Income

Meet Michael Finke, PhD, CFP®, Retirement Speaker on The Modern Approach to Retirement Income Planning and Science of Creating a Satisfying Retirement. 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 […]

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

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Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income and Distribution Planning Speaker

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

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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®, Intersection of Senior Living and Retirement Planning Speaker

Meet Brad Breeding, CFP®, Intersection of Senior Living and Retirement Planning Speaker Experience, Recognition, Background Brad Breeding, CFP, speaks on the intersection of senior living and retirement planning.  Brad and his colleagues carefully reviewed close to 1,000 disclosure statements and sample residency contracts for retirement communities across the United States. Before launching MyLifeSite, an online […]

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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 Retirement Planning and Retirement Research Speaker

Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Retirement Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the Managing Director, Head of Retirement Research, PGIM DC Solutions. He is a retirement research and retirement planning speaker who works to enhance the group’s consulting and investment services. David conducts research primarily […]

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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®, Convergence of Retirement Healthcare and Financial Planning Speaker

Meet Peter Stahl, CFP®, CLTC®, CMFC®, Convergence of Retirement Healthcare and Financial Planning Speaker Experience, Recognition, Background Peter has 30 years of experience in the financial services industry and focuses on the convergence of retirement healthcare and financial planning, Medicare, and health savings accounts. He has supported the sales and marketing efforts of financial advisors […]

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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 Speaker

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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