Archive for Social Security

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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Heather Schreiber, RICP®, Social Security Expert

Meet Heather Schreiber, RICP®, Social Security Expert Experience, Recognition, Background With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country. Heather’s breadth of knowledge extends far beyond Social Security planning and includes […]

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

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Mary Beth Franklin, CFP®, Social Security Claiming Strategies and Medicare Speaker

Meet Mary Beth Franklin, CFP®, Retirement Speaker on Social Security Claiming Strategies and Medicare Experience, Recognition, Background Mary Beth Franklin, CFP® is a retirement speaker who writes about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Social Security, Speakers for Client or Employee Events, 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, Social Security, Speakers for Client or Employee Events, 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, Social Security, Speakers for Client or Employee Events, 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, Social Security, Speakers for Client or Employee Events, 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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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 […]

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Posted in: PROVIDE Retirement Income, Social Security

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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 […]

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

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