Archive for Retirement Distributions

Tamiko Toland, Annuity Expert

Meet Tamiko Toland, Annuity Expert Experience, Recognition, Background Tamiko is Director, Retirement Markets for CANNEX Financial Exchanges and is a Certified Financial Education Instructor (CFEI). Her focus is the individual and institutional annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on […]

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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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Marc Kiner, CPA, Social Security Advisor

Meet Marc Kiner, CPA, Social Security Expert Experience, Recognition, Background Marc Kiner has 30 years experience in public accounting. His primary areas of service were to privately held businesses and individuals.  Recognizing a need in the marketplace for enhanced advisor knowledge for Social Security filings, Marc sold his practice in 2012 to concentrate on Social […]

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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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Steve Parrish, JD, RICP, CLU, ChFC, AEP, Retirement and Estate Planning Expert

Meet Steve Parrish, JD, RICP, CLU, ChFC, AEP, Retirement and Estate Planning Expert Experience, Recognition, Background Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning.  He is also an Adjunct Professor of Estate Planning at […]

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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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Heather Holmes, Retirement Longevity, Health and Wealth Expert

Meet Heather Holmes, Retirement Longevity, Health and Wealth Expert Experience, Recognition, Background Heather is Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Retirement Distributions, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Kevin S. Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert

Meet Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert Experience, Recognition, Background Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement […]

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Posted in: Retirement Distributions, Speakers for Retirement Professional Development

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Dr. William Reichenstein, CFA, Social Security and Optimal Asset Withdrawal Strategies Expert

Meet Dr. William Reichenstein, CFA, Social Security and Optimal Asset Withdrawal Strategies Expert Experience, Recognition, Background Dr. William Reichenstein, CFA, is an expert in Social Security and retirement withdrawal strategies. He holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. His recent work concentrates on the interaction between investments and […]

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

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Dr. Katy Votava, Making the Most of Medicare Expert

Meet Dr. Katy Votava, Making the Most of Medicare Expert Experience, Recognition, Background Dr. Katy has in-depth experience as a nurse practitioner and healthcare administrator. She is an expert in healthcare and quality improvement, outcomes, including those related to Medicare, home care and long-term care. She has featured on the Nightly Business Report, Health.com and […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Retirement Distributions, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Steve Vernon, F.S.A., Speaker on Strategies for a Healthy and Secure Retirement

Meet Steve Vernon, FSA, MAAA, Strategies for a Healthy and Secure Retirement Speaker Experience, Recognition, Background As an actuary and author, Steve Vernon writes, speaks, and prepares research on the most challenging issues facing retirees today, including finances, health, and lifestyle. As a Research Scholar at the Stanford Center on Longevity, Steve helps collect, direct, […]

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Posted in: Retirement Distributions, Speakers for Retirement Professional Development

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Kevin S. Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert

Meet Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert Experience, Recognition, Background Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement […]

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

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John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert

Meet John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert Experience, Recognition, Background John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Dr. Salter has been on the Texas Tech faculty since 2006. During this time he has taught numerous courses in the […]

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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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Wade D. Pfau, Ph.D., CFA, Retirement and Income Planning Speaker

Meet Wade D. Pfau, Ph.D., CFA, Retirement and Income Planning Speaker Experience, Recognition, Background Wade D. Pfau, Ph.D., CFA, RICP, is a retirement speaker and the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services. He is also a Principal and Director […]

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Posted in: Retirement Distributions, Speakers for Retirement Professional Development

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William Meyer, Social Security Strategies and Optimal Asset Drawdown Strategies Expert

Meet William Meyer, Social Security and Optimal Asset Drawdown Strategies Expert Experience, Recognition, Background Bill Meyers is the founder of a technology and advisory firm focused on providing services to Baby Boomers and in-retirement households. They deploy differentiated retirement solutions for individuals in distribution life-stage: personalized expense and income management, and optimal asset drawdown strategies […]

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Posted in: Retirement Distributions, Speakers for Retirement Professional Development

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