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

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. Passion/Expertise: John started his career as a technical retirement plan consultant, when he realized that […]

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Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD, is the President of WISER, the Women’s Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement. WISER was founded in 1996 through a grant the Heinz Family Philanthropies […]

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Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian). Passion/Expertise: Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise. The asset consulting perspective acknowledges that the wisdom of […]

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Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting, is an actuary, consultant, author, speaker, and internationally recognized expert on the impact of change on retirement systems and workforce issues. Anna Rappaport is committed to improving America’s retirement systems, with special focus on women’s retirement security. In her organizational participation, writing and speaking, she brings forward important […]

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Denise Appleby, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, Founder and Owner of Appleby Retirement Consulting, Inc., is adept in all aspects of retirement planning with special expertise in IRA rules, regulations and strategies for mistakes prevention.   Passion/Expertise Denise’s special expertise is her proficiency in and knack for explaining complex retirement plan rules and regulations so […]

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Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

Betty Meredith, CFA, CFP®, CRC®, is a leading voice on retirement planning for the middle mass and mass affluent markets.  She is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education, […]

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

Kevin S. Seibert, CFP®, CRC®, CEBS, is Managing Director, International Foundation for Retirement Education (InFRE). He is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market. Passion/Expertise Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. He is considered […]

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Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships. Passion/Expertise As a seasoned businessman, educator and performance improvement coach, Joe Tabers brings to his audiences a wealth of valuable, practical experience that includes extensive training and research in adult learning, communication and management leadership skills at […]

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