Archive for Speakers for Client or Employee Events

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

Meet Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert Experience, Recognition, Background Sandra was the founder and Executive Director of the MetLife Mature Market Institute and a Vice President of MetLife from 1997 to 2013, when the Institute was disbanded. Prior to that, held senior staff positions with American Society on Aging, AARP, and […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, Speakers for Client or Employee Events, Speakers for Retirement Professional Development, Successful Aging

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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, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert

Meet Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert Experience, Recognition, Background Annalee Kruger, President, Owner, and Founder of Care Right Inc., is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process. Annalee has spent her entire 25+ year career in the senior care industry […]

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

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Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Expert

Meet Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Expert Experience, Recognition, Background Lili Vasileff, CFP®, MAFF, CDFA®, is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection in divorce. Lili Vasileff is one of the distinguished trailblazers of divorce financial planning who has been a catalyst in developing […]

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Posted in: Legacy Planning, PLAN for Retirement Readiness, PROTECT from Retirement Risks, 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: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Speakers for Client or Employee Events, 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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Roy Ramthun, MPH, Consumer-driven Healthcare and Health Savings Account (HSA) Expert

Meet Roy Ramthun, MPH, Health Savings Account (HSA) and Consumer-Driver Healthcare Expert Experience, Recognition, Background Roy Ramthun has over twenty-five years of health care and public policy experience, both in government and in the private sector. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George […]

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

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John E. Nelson, Purposeful Retirement Advocate, Author & Coach

Meet John E. Nelson – Purposeful Retirement Advocate, Author & Coach Experience, Recognition, Background John E. Nelson is a nationally known writer and speaker on life stage planning, focusing on how people plan for better prosperity, health and happiness. He the author of “What Color Is Your Parachute – for Retirement” with Richard Bolles. John Nelson’s Retirement Expertise […]

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Posted in: PLAN for Retirement Readiness, Retirement Coaching, Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Betty Meredith, CFA®, CFP®, CRC®, Retirement Security for the Middle Market Advocate

Meet Betty Meredith, CFA®, CFP®, CRC®, Advocate for the Retirement Security of Middle Income Americans Experience, Recognition, Background Betty Meredith has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions.  Betty Meredith’s Retirement Expertise View a Sample […]

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

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Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare and Family Meetings Expert

Meet Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert Experience, Recognition, Background In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers […]

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

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Ron Mastrogiovanni, Retirement Health Care Planning Expert

Meet Ron Mastrogiovanni, Retirement Health Care Planning Expert. Experience, Recognition, Background Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. Ron Mastrogiovanni’s Retirement Expertise View a Sample Presentation https://www.youtube.com/watch?v=vKk4pkwDD4Q Ron’s latest venture, HealthView Services, is an emerging industry leader offering a deployable SaaS platform that incorporates […]

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

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