Posts Tagged CFP

Blaine Aikin, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards.

Blaine Aikin, AIFA®, CFA, CFP®

Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others.

Passion/Expertise
Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and management. His goal as Executive Chairman of fi360 is to assure that fi360 provides exceptional professional development programs, investment and business management tools, and business and industry thought leadership to improve the decision making of those who manage money on behalf of others. fi360 seeks to promote a culture of fiduciary responsibility to align the interests of investors and investment professionals.

Position/Experience
After receiving his Master of Public Management and Policy degree, Blaine was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors.

Memberships/Certifications
For several years, Blaine served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation. Blaine received a Masters in Public Policy and Management from The Heinz School, Carnegie-Mellon University, and holds Accredited Investment Fiduciary Analyst (AIFA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) certifications.

Presentations/Publications/Awards
Blaine is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.



Have Blaine Aikin speak at your event!

Blaine Aikin is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Blaine or any of our other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



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Posted in: PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions

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David Armes, CFP® – Medicare Counseling

David Armes, CFP®, MBA

David Armes, CFP®, MBA – Behavioral Finance and Investment Management Expert

David Armes, CFP®, Principal of Dover Healthcare Planning, LLC, a fee-only financial planning firm that helps clients evaluate their Medicare insurance choices. Dover does not sell or recommend insurance products, but only provides evaluations as well as suggestions about how clients may save money in the plans that are evaluated.

Passion/Expertise

David is a certified financial planner with ten years of experience in Medicare counseling and expertise in behavioral finance and investment management.

Position/Experience

Prior to starting Dover Healthcare Planning, LLC, David served for four years as a volunteer Medicare counselor after retiring from his job as real estate division manager for a large corporation.

Publications

David is the author of several published articles about managing retirement health care costs, including the cover story of the October 2017 issue of the Journal of Financial Planning. He has been quoted in articles about retirement health care costs in the New York Times, the Dow Jones Financial Adviser, Bloomberg/Business Week Online, and Financial Planning magazine. He has also written articles about Medicare and related health insurance topics for several financial publications, including Financial Advisor magazine.



Have David Armes speak at your event!

David Armes is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have David or any of our other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

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 for retirement income;
  • What’s happening with current and developing retirement income products;
  • Risks in retirement (longevity, survival probabilities, sequence of returns, inflation);
  • Tradeoffs between financial legacy and bequest motivations.

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - YouTube clip View brief YouTube clips from recent Retirement Resource Center webinars including Alexandra Macqueen’s
“Pensionizing” Your (Client’s) Nest Eggs: What, How and Why?.


Position/Experience
Alexandra holds the CFP designation and has worked in multiple facets of the wealth management industry in Canada, including as a registered advisor and more recently in marketing and strategic planning.


Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - Retirement InSight and Trends article
Read a summary transcript of Alexandra Macqueen’s presentation “Pensionizing” Your (Client’s) Nest Eggs: What, How and Why? in the December, 2015 issue of “Retirement Insight and Trends”.


Publications:
Alexandra Macqueen, CFP® is the co-author, with Dr. Moshe Milevsky, of the first edition of Pensionize Your Nest Egg (for the Canadian market) in 2010, and the second, updated edition of the same book, Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life which covers the U.S., U.K., Canadian, Australian and New Zealand markets.



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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

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, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.

Position/Experience:

As the head of retirement research for Morningstar Investment Management, David works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.


Estimating the True Cost of Retirement - David Blanchett No Portfolio Is an Island - David BlanchettView YouTube clips from
David Blanchett’s recent
Retirement Resource Center
webinars.


Publications:

David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.


Estimating the True Cost of Retirement - David Blanchett No Portfolio Is An Island - David Blanchett  - Retirement InSight and Trends article Read summary transcripts of
David Blanchett’s presentations
in recent issues of InFRE’s
“Retirement Insight and Trends”.


Certifications/Awards:
David is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. His research won:

  • The Journal of Financial Planning’s 2007 Financial Frontiers Award,
  • The Retirement Income Industry Association’s 2012 Thought Leadership Award, and
  • the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.

Education:
David holds a master’s degree in financial services from the American College and a master’s degree in business administration from the University of Chicago Booth School of Business. He is currently taking classes toward a doctorate in personal financial planning at Texas Tech University.


Have David Blanchett speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive complementary webinar or elearning course featuring the speaker of your choice to help you decide who best fits your organization’s needs.



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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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