Archive for Speakers for Consumer Events

Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Bob Mauterstock, CFP®, ChFC, CLTC, is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children.


Passion/Expertise

For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.

Position/Experience

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. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.

Bob now speaks to a wide range of audiences through workshops, trainings, meetings, and consultations, as well as doing presentations for organizations and corporations. You can read more about Bob and his work on his website and through his blog on GiftofCommunication.com.

Publications and Presentations by Bob Mauterstock, CFP®, ChFC, CLTC

Bob Mauterstock is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children, and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.

Bob has been quoted in a number of publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country. Some of the companies, organizations and conferences where Bob has presented include:

  • National NAPFA (National Association of Personal Financial Advisors) Conference
  • National IMCA (Investment and Wealth Professionals) Conference
  • FPABE (Financial Planning Association) Conference
  • FPA (Financial Planning Association) State Chapters: Connecticut, Greater Indiana, Massachusetts, Minnesota, Philly-Tri-State, Southern Wisconsin, Tampa, SW Florida, Tennessee and West Palm Beach
  • Berkshire Money Management

Popular presentations by Bob Mauterstock for financial advisors include:

  • Working with Clients with Diminished Capacity
    What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 (a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, both may be at risk. Bob has developed a protocol that you can follow to deal with this problem. Attend his workshop and learn the steps you can take to help your aging clients and preserve the business you have worked so hard to build.
  • Passing the Torch: Critical Conversations Your Clients Must Have
    Boomers are concerned about the conversations they need to have with their adult children about all the issues they will face as they get older. Passing the Torch gives you, as their advisor, a practical and empathetic approach to help them work with their children to discuss and plan all the decisions they will have to make. This workshop lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as legal issues that can impact the family, end of life planning, health care planning and passing on a legacy to the next generation.

Bob Mauterstock delivers a workshop for clients of financial advisors:

  • Critical Conversations You Must Have with Your Family
    Bob has presented a number of workshops to advisors’ clients to give the advisor additional credibility and add value to their relationship. In these workshops he includes the following topics:

    • Simple techniques to bridge the communication gap between generations
    • Understanding the critical issues that are most important to the family
    • The 5 essential legal issues that boomers must address
    • How to create a long-term care plan for the family
    • 7 tips for gathering and organizing the critical information clients need to plan for the future

Books by Bob Mauterstock (available on Amazon or Bob’s website GiftofCommunication.com)

Education/Certifications

Bob Mauterstock holds a Master’s Degree in Education from University of Connecticut and a Bachelor’s Degree in Psychology from Princeton University. He is a former Navy helicopter pilot and holds the CFP®, ChFC, and CLTC designations.

Bob is an active member of the Financial Planning Association. He serves on the Board of Directors for Cape Mediation and the Brewster Ladies’ Library, He is a member of the Academy of Model Aeronautics and the Nauset Newcomers.

Testimonials

​Thank you so much for speaking at the FPA of Southwest Florida’s first symposium. As I was chatting with people, they really appreciated the practical advice you provided to help them with their clients. Having key takeaways like that are so important.”
Tom Pattrica, CFP®, FPA of SW Florida Chapter

Bob Mauterstock’s presentation regarding the importance of having conversations with our aging parents on the topics of money, living wills, comfort care and after-life wishes was very informative and enlightening. He brought to life these difficult topics by sharing his personal experiences as well as the experiences of people that he has helped during his career… It was an eye-opener. I would highly recommend Bob for any organization who wishes to share these topics in a caring and thoughtful presentation.”
Margaret Holmes, Executive Director, Mayflower Place Continuing Care Retirement Community

Have Bob Mauterstock speak at your event!

Bob Mauterstock is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Bob is available to speak at your retirement meeting, conference or event.

Inquire here about having Bob Mauterstock speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center webinar courses available from Bob Mauterstock
 

Protecting Your Clients From Financial Abuse – Bob Mauterstock

Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year.

As retiring boomers become part of this population the problem is expected to increase dramatically.

It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.

This webinar will give advisors the skills they need to protect their clients.

Click here to see more Retirement Resource Center courses you may take for CFP®, CRC&reg, ASPPA, American College, and other CE credits.

Posted in: PROTECT from Retirement Risks, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®, Expert on Social Security claiming strategies

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.

Position/Experience

Mary Beth Franklin is the President of RetirePro and a Contributing Editor to InvestmentNews. She has served as a Senior Editor to Kiplinger’s Personal Finance and a Syndicated Columnist for Maturity News Service/Third Age Media, using her background as a Capitol Hill reporter.

Presentations and Publications by Mary Beth Franklin
 

Mary Beth Franklin, CFP®, Expert on Social Security Claiming Strategies

Mary Beth Franklin, CFP®

Mary Beth writes regularly 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 the most out of complicated new claiming rules’, has been updated to reflect changes in claiming strategies due to the Bipartisan Budget Act of 2015.

Presentations usually range from 45 to 90 minutes and include questions and answer sessions with the audience. Some of Mary Beth Franklin’s presentations include:

  • How to Maximize Social Security Benefits Now” discusses the new claiming rules authorized by the Bipartisan Budget Act of 2015 and reviews strategies for married couples, divorced spouses, surviving spouses and ex-spouses and single individuals.
  • The Broken Three Legged Stool” discusses the demise of pensions as a traditional element of retirement income and the need to include all sorts of assets beyond retirement accounts (such as home equity and continued employment) when creating a retirement income plan. It includes ways to maximize Social Security benefits under current rules.
  • The Ticking Tax Time Bomb” outlines the challenges of managing retirement income in the most tax-efficient manner and discusses the impact on retirement income on Medicare premiums.
  • Why Social Security is Crucial to Women – Women represent more than half of all Social Security benefits whether on their own earnings record or as a spouse, a caregiving spouse, an ex-spouse or a widow. Although women now work and pay Social Security taxes at higher rates than any other time in history, they face considerable retirement planning challenges due to their longer average lifespans and careers that are often interrupted for caregiving duties.
Education/Certifications

Mary Beth has a Bachelor of Arts, Communications, Cum Laude from American University, and her Certificate, Certified Financial Planning, from the University of Virginia.


Have Mary Beth Franklin speak at your event!

Mary Beth Franklin is an experienced speaker and presenter with a passion for providing industry-leading information to her audiences. She is available to speak at your conference or appear at one of your events.

Inquire here about having Mary Beth Franklin speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center Webinar courses available from Mary Beth Franklin:
 

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income.

“Women and Retirement” provides specifics about what planners should do to help their women clients be more retirement secure.

Retirement Insight and TrendsRead an excerpt from this presentation on Retirement Insight and Trends.

 
 

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

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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 hard actuarial analysis, he provides hope for working Americans with pervasive fear and anxiety about retirement.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.

Position/Experience

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve Vernon is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. His clients at Rest-of-Life Communications have included AARP, Merrill Lynch, the International Foundation of Employee Benefit Plans, Weyerhaeuser, the Royal Bank of Canada, Sempra Energy, USC and Esterline Corporation. While at Watson Wyatt, his clients included Lockheed Martin, Northrop Grumman, Chevron, Unocal, Teledyne Technologies, Times Mirror, City of Los Angeles, H.F. Ahmanson & Company (Home Savings), Nordstrom and RAND Corporation.

Steve retired as a Vice President from Watson Wyatt in 2006, after a 25-year career, and consulted to Mercer from 2010 to 2012. He currently serves as a member of the Institutional Retirement Income Council (IRIC). He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science.

Publications and Presentations by Steve Vernon, FSA

Steve writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch, and has authored six books on retirement planning. His most recent book is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life, released in July 2018.

He is an experienced speaker with over 300 presentations, keynote addresses and workshops on his books Don’t Work Forever!, Live Long & Prosper!, and Recession-Proof Your Retirement Years (scroll down) as well as his DVD/workbook package The Quest for Long Life, Health and Prosperity. He has addressed audiences all over North America, ranging from professional conferences, lunch/dinner clubs, women’s executive organizations, employee groups, union organizations and executive retreats. Audience sizes have ranged from 20 to over 1,000.

Steve’s recent papers and reports include:

  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity: A Framework for Evaluating Retirement Income Decisions, Stanford Center on Longevity
  • The MORE Design: Integrating Psychological Science and Behavioral Economics to Engineer Better Outcomes with Human Resource, Benefits, and Retirement Program, Stanford Center on Longevity
  • Retirement Income Programs: The Next Step in the Transition from DB to DC Retirement Plans, Journal of Retirement
  • A Portfolio Approach to Retirement Income Security, Journal of Retirement
  • The Decision to Retire: Research-Based Recommendations for Individuals and Employers, Stanford Center on Longevity
  • Optimizing Retirement Income Solutions in DC Retirement Plans: A Framework for Building Retirement Income Portfolios, Stanford Center on Longevity
  • The Next Evolution in Defined Contribution Retirement Plans: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs, Stanford Center on Longevity
  • Foundations in Research for Regulatory Guidelines for the Design & Operation of Retirement Income Solutions in DC Plans, Stanford Center on Longevity
  • Retirement Income in DC Plans: The Next Evolution in Plan Design, Benefits Magazine
  • The Role of Annuities in Retirement, Journal of Retirement

Steve produces unbiased, trusted information and strategies to help working people prepare for their retirement years. His latest books are available on Amazon at the links below:

Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life

Plan for the 21st century retirement! We face game-changing challenges in our retirement years, including longer lives than our parents and grandparents, the demise of traditional pension and retiree health plans, periodic stock market crashes that can derail our retirement, and sky-high medical and long-term care costs.
Retirement Game-Changers helps navigate these challenges in the transition from work life into retirement.

Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin.

This retirement planning guidebook provides an easy-to-follow, step-by-step program for planning your retirement years. It will show you how to survive future downturns, so that you can focus on enjoying your rest-of-life.
Covers retirement planning holistically, discussing strategies for Social Security benefits, and much more.

Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck

This book addresses the concerns of a wide range of people who are planning their retirement and hoping to create a retirement income from their retirement savings. With the demise of traditional pension plans, this is a significant and important challenge as boomers approach retirement years.
Many are now on their own to generate a reliable, lifetime retirement income. Money for Life provides unbiased help.

Steve also published these three books with John Wiley & Sons, also available at Amazon at the links below:

Live Long and Prosper: Invest in Your Happiness, Health and Wealth for Retirement and Beyond
In Live Long and Prosper!, Steve Vernon unveils a new way of thinking that will truly help you live a more happy, healthy, and prosperous life. Based on the latest research and planning strategies typically reserved for large corporations, it will help you answer these important questions:
* Do you have enough money to retire?
… and much more!

“For this next phase of my life, I want to use my skills and life experience to help people with important life planning – to help them live long and prosper!”

Employee Benefits: Valuation, Analysis and Strategies (Employee Benefits Human Resources Library)
Not intended as an actuarial textbook but as a reference for human resource and financial managers, consultants and actuaries, auditors and accountants, and attorneys. In 17 chapters, coverage encompasses benefit program design strategies, employer tax and payment issues, nondiscrimination requirements, the role of employee benefits in corporate change, and various other analysis strategies and requirements topics.

Don’t Work Forever!: Simple Steps Baby Boomers Must Take to Ever Retire
Attention Baby Boomers: Who would have thought it’s time for us to start planning for retirement? Not convinced? Take this simple quiz:
Do you miss David Letterman because you can’t stay up that late?
Ladies, are some of the men you find attractive bald? Men, do some of the women you find attractive have a few gray hairs?
Do you wear relaxed fit clothes?
Do you eat “lite” foods? Read on!

Education/Affiliations

Steve graduated Summa Cum Laude from the University of California, Irvine with a double major in Mathematics and Social Science, and is a member of Phi Beta Kappa.
Steve serves on relevant committees for the Society of Actuaries:

  • Committee for Post-Retirement Needs and Risks
  • Task force for Individual Post-Retirement Financial Strategies
  • Task force for Segmenting the Middle Market: Retirement Risks and Solutions
Testimonials

“What’s different about Steve is that he understands people — not just plans and financial issues and numbers. He knows human nature and is empathetic to people. So when he talks to you, he really talks to you. You get the message. It’s his understanding that makes him such a great communicator.”

Glenn Bonci, Principal, The Adobe Group, and Programs Director, Northwest Compensation Forum

“I heard Steve Vernon speak at a dinner sponsored by Watson Wyatt. Steve’s approach is particularly sensitive, honest, needed, and upbeat. He does not simply dwell on “growing money for a comfortable retirement,” as most gurus tend to do. Instead he offers a realistic blueprint that links living a fulfilled and healthy life to planning sensibly for whatever the future may bring. I, for one, want to pursue retirement Steve’s way!”

Lois A. Vitt, Ph.D, Chair and Founding Director, Institute for Socio-Financial Studies, and Editor-in-Chief, Encyclopedia of Retirement and Finance

“Steve was the luncheon speaker for our annual chapter conference of the Western Pension and Benefits Conference. His insights were very valuable because they focused equally on both work and life issues. Steve’s presentation caused me to think carefully about personal values and career choices that face all of us. He speaks with conviction regarding topics that he has obviously deeply contemplated.”

Jay Marran, Merrill Lynch. Financial planner and Chairman, Speakers Committee, Western Pension and Benefits Conference

When audiences are asked to use numeric ratings, Steve’s presentations and workshops consistently receive the highest ratings. Samples are available upon request. Sample feedback from Steve’s audience evaluation forms:

· “Great way to start the conference, it opened the mind… “
· “Wonderful presentation, very appropriate, now I hope everyone else listens…”
· “Very good! One of the very best.”
· “Excellent speaker. Engaging and inspiring. I feel motivated to begin pursuing a healthier lifestyle.”
· “Would go to his session again!”
· “Excellent info/thought provoking/clear speaking, very relevant personally.”
· “A lot of terrific information presented in a way that’s easy to understand.”
· “Very practical, full of wisdom.”
· “Awesome! Very informative!”
· “Very good. He opened my eyes to good health as playing a part in my retirement planning.”
· “Very clear and positive. Impressed with the way he connects the whole retirement picture. “
· “His comments are very timely.”


Have Steve Vernon, FSA speak at your event!

Steve Vernon, FSA is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Inquire here about having Steve Vernon speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center webinar courses available from Steve Vernon


Plan for the 21st Century Retirement – Steve Vernon

Older workers face a series of critical decisions as they transition from the workforce into retirement.

These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio.

All these decisions are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions.


How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

This webinar introduces the Spend Safely in Retirement Strategy, which is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan.

This project analyzed and compared 292 retirement income strategies, using stochastic forecasts and efficient frontiers, powerful analytical techniques that large defined benefit plans use to devise funding and investment strategies.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.


Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.


Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings.

People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money.
People need to take important planning steps to secure their future retirement income. Employers need to do more with plan design and education to help employees generate retirement income from their defined contribution savings.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.

Retirement Insight and Trends The Retirement Resource Center YouTube channel features short clips of presentatations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions, Retirement Spending, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Brad Breeding, CFP® – President and Co-Founder of MyLifeSite

Brad Breeding, CFP®, President and Co-Founder of MyLifeSite, is a nationally recognized expert speaker on retirement planning and the senior living industry.
 

Passion/Expertise

Brad’s extensive knowledge of the senior living industry, combined with his financial planning background, allows him to provide valuable insights to those who are considering a retirement community, as well as to professionals who consult others in the decision process, including financial advisors, accountants, retirement living sales counselors, and others.

Position/Experience

Brad and his colleagues at My LifeSite have carefully reviewed close to 1,000 disclosure statements and sample residency contracts for retirement communities across the United States. Before launching MyLifeSite, an online senior living research and forecasting tool, Brad spent 14 years as a personal financial advisor, focusing on sound planning for retirees.

Presentations and Publications by Brad Breeding
 

Brad speaks regularly at retirement communities, lifelong learning programs, and industry trade organizations across the country. As the go-to expert in his field, Brad is interviewed often by the national media for TV and radio programs, podcasts, and publications including Kiplinger’s Magazine, The Wall Street Journal’s MarketWatch, USA Today, and The New York Times.

A prolific writer, he is also a regular contributor to the AICPA for The Tax Adviser magazine, Journal of Accountancy, and AICPA Insights blog. Additionally, Brad’s popular MyLifeSite weekly blog posts cover a bevy of topics that are pertinent to both seniors and professionals within the retirement industry.

Education/Certifications

Brad holds a Bachelor of Science Degree in Business Management from North Carolina State University and is a Certified Financial Planner™.


Have Brad Breeding speak at your event!

Brad Breeding is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management. Brad is available to speak at your retirement meeting, conference or event.

Inquire here about having Brad Breeding speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Webinar courses available from Brad Breeding:

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding

Retirement professionals are uniquely positioned to prompt important discussions with senior clients about future lifestyle, housing, and healthcare needs.

But with so many types of senior housing choices and considerations, how can you best guide your clients through the important decisions?

Key takeaways from Brad Breeding’s presentation:

  1. Aging in place may not always be the most practical choice, even if perceived to be less costly. [Read more …]
  2. You can be a catalyst for prompting important senior living conversations while also enhancing your practice. [Read more …]
  3. Retirement communities are not all created equally; know what distinguishes one from another. [Read more …

For more on this subject by Brad Breeding you may take this course for 1 CE credit here.
Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.

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

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