Archive for PROVIDE Retirement Income

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRAs, 401(k) Mistake Preventions Expert

Meet Denise Appleby, M.J., APA, CISP, CRPS, CRC®, CRSP – IRA, 401(k) Mistake Preventions Expert Experience, Recognition, Background Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. Denise’s wealth of knowledge in retirement plans led to her making appearances on CNBC’s […]

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Posted in: PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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Matthew Allen, Social Security Expert

Meet Matthew Allen, Social Security Expert Experience, Recognition, Background Matthew Allen is a serial entrepreneur driven by a passion for providing industry-leading advice to his clients. In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void […]

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Posted in: PROVIDE Retirement Income, Retirement Speakers for Client or Employee Events, Social Security, 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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Bruce Schobel, Social Security Solvency Expert

Meet Bruce Schobel, FSA, MAAA Experience, Recognition, Background Bruce D. Schobel, FSA, MAAA, may be the most knowledgeable actuary on Social Security in America. Bruce is a former President of the Society of Actuaries, 2007-08. He worked under the legendary Social Security Chief Actuary and Deputy Social Security Commissioner Robert Myers during 1979-88. Bruce was […]

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Posted in: PROVIDE Retirement Income, Retirement Speakers for Client or Employee Events, Social Security, Speakers for Retirement Professional Development

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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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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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William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc., is a nationally recognized expert in retirement income withdrawal strategies and Social Security claiming strategies. Passion/Expertise William Meyer developed Retiree Inc. and Social Security Solutions with Dr. William Reichenstein from Baylor University. It is the leading retirement income management and withdrawal software for financial […]

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Posted in: PROVIDE Retirement Income

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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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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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Robert S. Keebler, CPA/PFS, MST, AEP, CGMA – Estate Tax and Retirement Distribution Planning

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine […]

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Posted in: Legacy Planning, PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Distributions

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