Archive for PROTECT from Retirement Risks

Emily Gang, The Medicare Coach

Emily Gang, The Medicare Coach

Meet Emily Gang, Owner, The Medicare Coach Experience, Recognition, Background Over the past four years, Emily has changed the way people make their Medicare decision. She has helped thousands of people navigate Medicare rules and insurance company confusion to help them make their right Medicare decision to protect their healthcare rights and retirement savings. Emily […]

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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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Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Retirement Risk and Income Expert

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Retirement Risk and Income Expert

Meet Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® Jamie Hopkins has an extensive background in educational development, research, and writing. He has developed educational materials for The American College’s CFP®, CLU®, ChFC®, and RICP® programs. Professor Hopkins has also developed CE programs for attorneys and is an active legal writer. He has done consulting […]

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

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Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the Co-Director of the New York Life Center for Retirement Income and a Professor in the Retirement Income Program at the American College of Financial Services. Passion/Expertise Jamie Hopkins has an extensive background in educational development, research, and writing. He has developed educational materials for The […]

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

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Paul Malley, President, Aging with Dignity

Paul Malley is President of Aging with Dignity, a national non-profit organization based in Tallahassee, Florida, with a mission to help individuals and their families receive the care they want in case of a serious illness. Passion/Expertise Aging with Dignity is the creator and distributor of America’s most popular advance directive, Five Wishes, an easy-to-use […]

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Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Bob Mauterstock, CFP®, ChFC, CLTC, is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children. Passion/Expertise For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of […]

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

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Lili Vasileff, CFP®, MAFF, CDFA® – President, Divorce and Money Matters, LLC

Lili Vasileff, CFP®, MAFF, CDFA®, Founder and President of Divorce and Money Matters, LLC., is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection. Passion/Expertise Lili is sought after for her seasoned experience and deep knowledge about complicated financial issues in wealth management and is called into cases […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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Annalee Kruger, President, Care Right Inc., Caregiver Advocate

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. Passion/Expertise Annalee Kruger’s passion is to help families be pro-active and put plans in place before a medical crisis occurs. Annalee credits her compassion, empathy […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Erin Fisher, President of Find Medicare Plans

Erin Fisher is President of Find Medicare Plans, LLC, a national Medicare plan agency based in Stamford, Connecticut. She founded the company ten years ago. Passion/Expertise Erin’s 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher.   Passion/Expertise: Wade D. Pfau, Ph.D., CFA, is passionate about […]

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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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Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies.   Passion/Expertise Mary Beth Franklin has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance. […]

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Posted in: Lifetime Income, 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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Matthew Allen, CEO, Social Security Advisors

Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services.  Passion/Expertise Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors. Position/Experience […]

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

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