Archive for PROVIDE Retirement Income

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 […]

Continue Reading →

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

Leave a Comment (0) →

Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC

Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals   Passion/Expertise With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to […]

Continue Reading →

Posted in: PROVIDE Retirement Income, Social Security

Leave a Comment (0) →

Blaine Aikin, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others. Passion/Expertise Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and […]

Continue Reading →

Posted in: PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

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 […]

Continue Reading →

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

Leave a Comment (0) →

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. Passion/Expertise: David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, […]

Continue Reading →

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

Leave a Comment (0) →

Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA, is an expert in Social Security strategies. Passion/Expertise Dr. Reichenstein’s research advocates calculating an individual’s after-tax asset allocation that compares after-tax fund across savings vehicles (e.g., 401(k), Roth IRA, and taxable accounts). His research has implications for the asset allocation decision and tax-efficient withdrawal strategies in retirement, and his recent work […]

Continue Reading →

Posted in: PROVIDE Retirement Income, Retirement Distributions, Social Security

Leave a Comment (0) →

John Salter, PhD, CFP, AIFA – Standby Reverse Mortgage Expert

John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Passion/Expertise John Salter teaches in the areas of retirement planning and portfolio management and his research interest is in the area of retirement planning and income management. His research interests include: The role of reverse mortgages in […]

Continue Reading →

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

Leave a Comment (0) →

Michael Finke, PhD, CFP® – Retirement Investing Expert

Passion/expertise:   Michael is a Professor at Texas Tech University who is passionate about helping individuals make better investment decisions. Experience: PhD in finance from the University of Missouri and PhD in consumer science from the Ohio State University. Assistant/associate professor at University of Missouri from 1999 through 2006, associate professor at Texas Tech 2006-present. Topics: Behavioral personal finance […]

Continue Reading →

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

Leave a Comment (0) →
Page 4 of 5 12345