Archive for PROTECT from Retirement Risks

Dr. Katy Votava – President and founder of GOODCARE.com®

Dr. Katy Votava is the President and founder of GOODCARE.com, a nationwide independent consulting firm specializing in the economics of healthcare. Passion/Expertise Together with other healthcare experts in their respective fields, Dr. Votava and her staff work to develop customized solutions to clients’ questions and solve their healthcare puzzles. To help more people get the […]

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

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Peter Stahl, CFP®, CLTC®, CMFC®, President, Bedrock Business Results

Peter Stahl, CFP®, CLTC®, CMFC®, is President and Founder of Bedrock Business Results, LLC, and Founder of WealthWatch.com. Passion/Expertise Peter has 29 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has supported the sales and marketing efforts of financial advisors and their […]

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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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Steve Vernon, FSA, MAAA – Research Scholar, Stanford Center on Longevity

Steve Vernon, FSA, is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. Passion/Expertise Steve Vernon shares practical strategies and ideas for enhancing finances, health, and lifestyle for the “rest-of-life” life phase, also known as retirement. With an effective mix of humor, stories, video clips, pictures, music, and cold […]

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

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Brad Breeding, CFP® – President and Co-Founder of MyLifeSite

Brad Breeding, CFP®, President and Co-Founder of MyLifeSite, is a nationally recognized expert speaker on retirement planning and the senior living industry.   Passion/Expertise Brad’s extensive knowledge of the senior living industry, combined with his financial planning background, allows him to provide valuable insights to those who are considering a retirement community, as well as […]

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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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Roy Ramthun, MPH – Health Savings Account (HSA) Expert

Roy Ramthun, MPH, “Mr. HSA”, is the President and Founder of Ask Mr HSA. Passion/Expertise Roy is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He is an active advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country. Position/Experience Mr. Ramthun has […]

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

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David Armes, CFP® – Medicare Counseling

David Armes, CFP®, Principal of Dover Healthcare Planning, LLC, a fee-only financial planning firm that helps clients evaluate their Medicare insurance choices. Dover does not sell or recommend insurance products, but only provides evaluations as well as suggestions about how clients may save money in the plans that are evaluated. Passion/Expertise David is a certified […]

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

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

Curtis Cloke, CLTC, LUTCF, RICP, is an award-winning financial professional and retirement income expert, trainer, and speaker with three decades of experience in income distribution planning. Passion/Expertise Curtis actively engages all his audiences with his personable character and genuine care for clients’ retirement needs and concerns. Through his extensive experience, he has perfected the ability […]

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

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Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement

Andrew Samalin, CFP®, EA, CDFA™, Principal, Samalin Group, Past President of the Association of Divorce Financial Planners, is a 25 year veteran financial specialist assisting attorneys, CPAs and other professionals manage their families’, firms’, and clients’ financial planning and wealth management needs. Passion/Expertise Samalin has focused his practice on divorce financial planning and other challenging […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks

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Shelley Giordano, Chair of the Funding Longevity Task Force

Shelly Giordano founded the Funding Longevity Task Force and serves as Chair. Passion/Expertise Shelley has been a pioneer in reverse mortgage lending, having begun her career almost two decades ago. After years at home raising her children, she fell into the unlikely world of reverse mortgages. A local lawyer had established his own company, and […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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Ron Mastrogiovanni – Health Care Impact Expert

Ron Mastrogiovanni, President and Chief Executive Officer of HealthView Services, has more than 25 years of experience in management consulting, financial services and health care software design. Passion/Expertise Ron is responsible for developing the HealthView software platform, a solution-based planning system that integrates health care cost projections, Medicare means testing, long-term care expenses and Social […]

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

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David Kessler – Elder Fraud Expert

David Kessler, Elder Fraud Expert, speaks throughout the country about the escalating problem of exploitation of the elderly. As a keynote speaker and trainer on the topic of exploitation of the elderly, David addresses all facets of these crimes, including Undue influence, Sweetheart Swindles, Power of Attorney Thefts, and Home Improvement Scams. Passion/Expertise Crimes against […]

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Posted in: PROTECT from Retirement Risks, Successful Aging

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Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP®, Author, is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada. Passion/Expertise Alexandra provides comprehensive and authoritative financial writing and editing for academic and industry publications, and is known for her expert-level knowledge of: Annuities, annuitization, and longevity-guaranteed income streams; “Pensionizing” portfolios […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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