Ron Mastrogiovanni – Health Care Impact Expert

Ron Mastrogiovanni, President and Chief Executive Officer of HealthView Services, has more than 25 years of experience in management consulting, financial services and health care software design. Passion/Expertise Ron is responsible for developing the HealthView software platform, a solution-based planning system that integrates health care cost projections, Medicare means testing, long-term care expenses and Social […]

Continue Reading →
Leave a Comment (0) →

David Kessler – Elder Fraud Expert

David Kessler, Elder Fraud Expert, speaks throughout the country about the escalating problem of exploitation of the elderly. As a keynote speaker and trainer on the topic of exploitation of the elderly, David addresses all facets of these crimes, including Undue influence, Sweetheart Swindles, Power of Attorney Thefts, and Home Improvement Scams. Passion/Expertise Crimes against […]

Continue Reading →
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 →
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 →
Leave a Comment (0) →

Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research. Passion/Expertise Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit […]

Continue Reading →
Leave a Comment (0) →

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

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business. Passion/Expertise: Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, […]

Continue Reading →
Leave a Comment (0) →

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC. Passion/Expertise Jodi DiCenzo, CFA, CPA, has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance […]

Continue Reading →
Leave a Comment (0) →

Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC – Lifelong Learning for Adults

Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, is President of Planning For Life, a holistic life transition, life planning and retirement education company. Passion/Expertise: Better known as “Shags,” Steven is dedicated to providing lifelong learning for adults of any age and at any life stage through his one-on-one meetings, small-group workshops, and distance-learning […]

Continue Reading →
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 →
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 →
Leave a Comment (0) →

Carol Bogosian, ASA, EA, MAAA – Retirement Risk Expert

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, is an expert in retirement risk. Passion/Expertise: Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S. Position/Experience: Carol […]

Continue Reading →
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 →
Leave a Comment (0) →
Page 3 of 4 1234