Archive for Successful Aging

David Kessler – Elder Fraud Expert

David Kessler – Elder Fraud Expert

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 the elderly are highly under reported throughout the United States. Too often, incidents of stealing from an elderly victim are misdiagnosed as a “family matter,” or a civil court issue. Protecting the elderly from crimes of fraud committed against the elderly is the focus of David Kessler’s training and consulting efforts. He has dedicated his professional life to providing education and guidance for public and private sector professionals on the topic of exploitation of the elderly, and making certain those who prey on elderly victims are punished.


David Kessler - Protecting Your Clients from Financial Elder Fraud - Retirement InSight and Trends article
Read a summary transcript of David Kessler’s presentation “Protecting Your Clients from Financial Elder Fraud” in the October, 2015 issue of “Retirement Insight and Trends”.


Position/Experience
David M. Kessler is a retired Police Officer (former Commander of the Financial Crimes Unit) with the Dekalb County Police Department in Decatur, Georgia. David was recruited by the Ohio Attorney General in 1999 to serve as Chief Investigator of the Attorney General’s Consumer Protection Unit. Within this role, David’s primary focus became the protection of senior citizens against those who would prey upon them. With extensive knowledge and vast experience in the area of elder exploitation, David chose to leave the government sector in 2008 to form his own consulting business, Protecting The Elderly.


David Kessler - Protecting Your Clients from Financial Elder Fraud - YouTube clip View brief YouTube clips from David Kessler’s recent Retirement Resource Center webinars including
“Protecting Your Clients from Financial Elder Fraud”.


Education/Certifications/Awards
David holds the distinction of being a member of the Association of Certified Fraud Examiners – A.C.F.E. and has a Bachelor of Science degree in Criminal Justice.

David Kessler speaks throughout the country about the escalating problem of exploitation of the elderly.

David Kessler speaks throughout the country about the escalating problem of exploitation of the elderly.

Recognizable clients

  • National White Collar Crime Center
  • National District Attorneys Association
  • American Association of Retired Persons
  • Kentucky Attorney General
  • City of Columbus, Ohio Fire/EMS
  • Boise State University, Center for Aging
  • National Sheriff’s Association
  • Michigan Department of Commerce
  • Maryland Credit Union League
  • Federal Bureau of Investigation

Most Requested Presentations
David is available to:

  • Train your organization’s staff on what security measures can be taken to protect your elderly clients or members
  • Share expertise as a consultant for individual cases involving allegations of crimes against the elderly

What attendees of David’s presentations have said
“Riveting material from a powerful speaker”
“Passionate trainer on shameless crimes in our society”
“Anyone with elderly in their lives needs to hear Mr. Kessler”


Have David Kessler speak at your event!

David Kessler has conducted training seminars for businesses and organizations such as banks, credit unions, attorneys, nursing homes, financial planners, social services, insurance companies, and medical institutions.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Kevin present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links
Association of Certified Fraud Examiners – A.C.F.E.

Posted in: PROTECT from Retirement Risks, Successful Aging

Leave a Comment (0) →

Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert

Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert

Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business.

Passion/Expertise:

Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, employment, health and long-term care, and other transitional topics.

Position/Experience:

Sandy was the founder and Executive Director of the MetLife Mature Market Institute, which was disbanded in June 2013.. (This was a huge loss to the retirement industry – their LTC and other studies were of great use to the industry for education and product development purposes). The Institute was the company’s center of expertise, strategy, and thought leadership on the 50+ market, providing customer insights, content development, research, education, sales support, and visibility for MetLife and its business partners.

Prior to joining MetLife, Sandy held senior staff positions with several national aging organizations including the American Society on Aging, AARP and SeniorNet.

She has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.


What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann   - YouTube clip View brief YouTube clips from recent Retirement

Resource Center webinars including Sandra Timmermann’s
What’s Trending in the Field of Aging: Connecting the Dots with Financial Services.


Awards:

Sandy was a delegate to the 2005 White House Conference on Aging, and holds the Gloria Cavanaugh Award for Excellence in Training and Education, which is presented to individuals who have demonstrated continued excellence in training and education in the field of aging.


A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann  - Retirement InSight and Trends article What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann   - Retirement InSight and Trends article Read summary transcripts of Timmermann’s presentations in the 2015 1st Qtr and 2016 2nd Qtr issues of Retirement Insight and Trends.


Publications:

Sandy writes for professional publications and is the Financial Gerontology columnist for the Journal of Financial Service Professionals. She is a frequent speaker on aging issues at national conferences and seminars, and has been interviewed by major media including the Wall Street Journal, the New York Times, USA Today, MarketWatch, Bloomberg and many others.



Have Sandra Timmermann speak at your event!

Sandra Timmermann is an experienced speaker and keynote presenter on topics pertaining to retirement and the aging Boomer population.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Michael present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Posted in: PROTECT from Retirement Risks, Successful Aging

Leave a Comment (0) →

Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD, is the President of WISER, the Women’s Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement.
 
WISER was founded in 1996 through a grant the Heinz Family Philanthropies (the personal philanthropy of Teresa Heinz Kerry) to provide low and moderate income women (aged 18 to 65) with basic financial information aimed at helping them take financial control over their lives.
 
Passion/Expertise
Ms. Hounsell provides technical assistance to several national organizations, as well as training to leaders and grassroots advocates around the country as part of her role as director of the National Education and Resource Center for Women and Retirement Planning, funded by the U.S. Administration on Aging.
 
Ms. Hounsell has testified before Congress, served as a delegate for a number of White House Summits and conferences including the last two White House Conferences on Aging, the White House Social Security Conference and each of the National Retirement Saver Summits.


The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell, JD - YouTube clip View YouTube clips from recent Retirement Resource Center webinars including Cindy Hounsell’s The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! .


Position/Experience

In addition to her duties as President of WISER, Ms. Hounsell was recently appointed to the Advisory Panel on Medicare Education (APME) representing the field of retirement and financial planning. She was appointed by Secretary of Labor, Hilda Solis, to the ERISA Advisory Council to represent the general public. Ms. Hounsell was also appointed and served for two years on the Advisory Panel on Medicare Education (APME) representing the field of retirement and financial planning. She serves on the Boards of the National Alliance for Caregiving and STRIVE-DC, as well as on the Advisory Council of Wider Opportunities for Women’s Elder Economic Security Initiative, and the Financial Services Roundtable’s Retirement Advisory Council. Ms. Hounsell is a member of the National Academy of Social Insurance.
 
An attorney and retirement expert, she has been widely quoted in the: New York Times, Washington Post, Los Angeles Times, Boston Globe, Christian Science Monitor, U.S.A Today, Newsweek, Barrons, Investors Business Daily, Congressional Quarterly, Ms., Working Mother, Associated Press, Knight Ridder and Reuters.She has appeared on ABC, CBS, CNN, CNBC, Fox Morning News & Financial News, and a Good Morning America interview with Diane Sawyer. The PBS program, To The Contrary, filmed a two-part award winning series on women and retirement that featured WISER. Radio interviews include several syndicated shows including National Public Radio’s All Things Considered and Marketplace.
 
Awards
Money magazine recently honored Cindy Hounsell in its article Heroes, which the magazine describes as “a yearlong celebration of 40 people who have made extraordinary efforts to improve others’ financial well-being.” WISER’s website was also named by ForbesWoman as one of the Top 100 Websites for Women 2012. Click here to read more.
Women’s eNews named her as one of 21 Leaders for the 21st Century. Recently, The National Adult Protective Services Association recognized Ms. Hounsell for her leadership and commitment to older women’s issues by presenting her with their 2011 NAPSA Collaboration Award.
 


The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell, JD   - Retirement InSight and Trends article Read a summary transcript of Cindy Hounsell’s presentation The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! in the 3rd Qtr 2013 issue of “Retirement Insight and Trends”.


 
Publications Authored
Ms. Hounsell has written several chapters, columns, articles, op-eds, papers and booklets on women and retirement. Two booklets, What Every WOMAN Needs to Know About MONEY and RETIREMENT: A Simple Guide and What Everyone Needs to Know About Money and Retirement, appeared as inserts in Good Housekeeping magazine, to a readership of over 26 million. Visit WISER’s site for more information.

  • 20 Ways to Take Advantage of Your Company Benefits Plan
  • What Today’s Woman Needs to Know and Do: The New Retirement Journey
  • Divorce and Retirement: Take Control of Retirement Benefits
  • Don’t Run With Your Retirement Money: Understanding Your Resources and How Best to Use Them
  • Financial Steps for Caregivers
  • What Women Need to Know About Retirement Money & Retirement
  • Your Future Paycheck: Minority Women And Retirement Income
  • Seven Life-Defining Financial Decisions


Have Cindy Hounsell speak at your event!

Cindy Hounsell is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Cindy Hounsell present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links
Visit WISER’s site for more information
Find courses and products from Cindy Hounsell at the Retirement Resource Center.

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

Leave a Comment (0) →

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting, is an actuary, consultant, author, speaker, and internationally recognized expert on the impact of change on retirement systems and workforce issues.

Anna Rappaport is committed to improving America’s retirement systems, with special focus on women’s retirement security. In her organizational participation, writing and speaking, she brings forward important issues to ensure that decision makers can act on the best available information, strongly driven by facts and thorough analysis.

Passion/Expertise
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.


Don't Let Disability Derail Retirement Security - Rappaport and Kaleda   - YouTube clip View brief YouTube clips from recent
Retirement Resource Center webinars
including Anna Rappaport’s

Don’t Let Disability Derail Retirement Security .


Position/Experience
Anna Rappaport has helped many organizations develop their strategies with regard to retirement benefits. Anna formed Anna Rappaport Consulting in 2005, specializing in strategies for better retirement systems, after retiring in 2004 from a 28-year career with the Mercer Human Resource Consulting firm. Prior to working with Mercer she spent the years from 1958-1976 in the life insurance industry.
Anna serves on the Board of the Women’s Institute for a Secure Retirement (WISER), and the Advisory Board of the Pension Research Council. She is a member of the GAO’s Retirement Security Advisory Panel. Anna is a past- President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks. She served on the ERISA Advisory Council from 2010 to 2012 and participated in its project on disability risks in an increasingly defined contribution world.
Anna was a delegate to the 1998 and 2002 National Summits on Retirement Savings. She has been a leader in the planning and management of several major research projects by the actuarial profession focused on enhancing retirement security in America. In 2007, she was appointed Senior Fellow on Pensions & Retirement by The Conference Board. Anna’s participation on many organizations, committees and Boards, includes:

  • Society of Actuaries
    Served as President of the Society of Actuaries in 1997-98. She served on the Board of the Society of Actuaries in four decades, and will complete 50 years as a Fellow in 2013. She has chaired the Committee on Post-Retirement Needs and Risks since its inception, and has encouraged the actuarial profession to focus on post-retirement risks and work to improve the retirement system in America. The Committee has sponsored the 2001, 2003, 2005, 2007, 2009 and 2011 surveys on post-retirement risk, produced Managing Post-Retirement Risk and even Decision Briefs on Important retirement issues, conducted focus groups on how retirement assets are invested, produced two reports on misperceptions and public knowledge about retirement, and it is currently conducting several additional studies. She has been actively involved in the Living to 100 project for its more than ten years, and has participated as an author, moderator and member of the committee for the four symposia which are part of this effort. She has been a regular presenter at SOA meetings. She was a member of the Retirement 20/20 Advisory Panel. Retirement 20/20 is a project to focus on the future of retirement systems. She has written many papers and articles for SOA publications.
  • National Academy of Social Insurance
    Served two terms on the NASI Board with Board service ending in 2008, she has spoken at NASI conferences. NASI provides a multi-disciplinary focus on major social insurance issues. It sponsors research, public information, education and conferences. NASI provides a resource for the press on social insurance. Served as Chair of Membership Committee in 2006-2007.
  • Pension Research Council
    Currently serves on the Advisory Board of the Pension Research Council located within the Wharton School at the University of Pennsylvania. She co-authored three books whose publication was sponsored by the Pension Research Council. She has written several papers for the Pension Research Council, and they are included as chapters in their books.
  • WISER
    Currently serves on the Board of WISER. She has chaired the Consumer Education Committee of the Actuarial Foundation which has partnered with WISER in the development of important educational materials for women on key retirement issues. She was very involved in the development of these resources: Making Your Money Last a Lifetime and Seven Life-Defining Financial Decisions.
  • ERISA Advisory Council
    Advisory group appointed by the U.S. Department of Labor. Served a three year term from 2010-2012 representing actuarial consulting. Each member is appointed to a slot designated by the DOL. Served as Issue Chair for Privacy and Security topic in 2011. Served as Issue Vice Chair for Managing Disability Risks in an Era of Individual Responsibility in 2012.
  • Actuarial Foundation
    Appointed as Trustee Emeritus in 2007, and continues to serve on Consumer Financial Education Committee. Previously served on the Board of the Actuarial Foundation and was first chair of its Consumer Education Committee. In 2007, Anna Rappaport was the lead speaker and played a major role in the Joint Task Force’s symposium “Women at Risk: Timing, Financing and Coping with Retirement” (see Actuarial Foundation Website)
  • American Academy of Actuaries
    Previously served on the Board, task forces, and several committees of the Academy. This organization works in partnership with the SOA on many of the post-retirement risk issues and has been instrumental in bringing the major work of the Committee on Post-Retirement Needs and Risks to the U.S. Congress.
  • The Chicago Network
    Member of the Chicago Network, an organization of very senior professional women in the Chicago area.
  • Task Force on Issues Affecting women as They AreActive member of the task force. She has assisted the task force with information on actuarial and pension issues, and has given many presentations at task force meetings.
  • Employee Benefits Research Institute(EBRI)
    Anna Rappaport is a fellow of the institute, a major source of employee benefit and pension research.
  • Wider Opportunities for Women (WOW)
    Anna Rappoprt served on the National Advisory Board to the Elder Economic Security Initiative
  • Retirement Income Industry Association (RIIA)
    Anna Rappaport designated Special Advisor to the Board in 2009.

Education/Certifications/Awards
Anna Rappaport is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and holds a Master’s Degree in Business Administration from the University of Chicago. Here are some of her many awards:

  • Workers in Employee Benefits named Anna Rappaport Employee Benefits Professional of the Decade in connection with their 10th anniversary.
  • Business Insurance selected Anna Rappaport as one of the Top 100 Women in Benefits and Insurance in October 2000.
  • In March 2003, Anna Rappaport received the ,b>Illinois State Treasurer’s Woman to Woman Award as a Trailblazer in Public Policy.
  • Anna Rappaport was the recipient of the YWCA’s Outstanding Achievement in Business Award in October 2003.
  • Anna Rappaport received The Society of Actuaries John E. O’Connor Distinguished Service Award for 2003.
  • In October 2005, WISER awarded Anna Rappaport a Hero’s Award for her contributions to furthering women’s retirement security.
  • Wynn Kent Public Communication Award
  • Actuarial Foundation Insurance Legends Award in 2011
  • 2011 Society of Actuaries Outstanding Volunteer Award

Don't Let Disability Derail Retirement Security - Rappaport and Kaleda - Retirement InSight and Trends article Read a summary transcript of Anna Rappaport’s
presentation
The Don’t Let Disability Derail
Retirement Security
in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.


Publications/Presentations
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Anna has written several articles on disability risk and retirement security. Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.

Anna is a frequent speaker and contributor to business and trade publications, and is the co-author of three books on the topics of demographics, retiree medical and retirement. For many years, she wrote a column on post-employment benefits for Employee Benefit Plan Review.



Have Anna Rappaport speak at your event!

Anna Rappaport is an experienced speaker and keynote presenter on topics pertaining to retirement confidence research.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Anna Rappaport present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links
Find courses and products from Anna Rappaport at the Retirement Resource Center.

Posted in: Lifetime Income, Medical and Long-term Care, PROTECT from Retirement Risks, Successful Aging

Leave a Comment (0) →