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Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement

Andrew Samalin, CFP®, EA, CDFA™, Principal, Samalin Group, Past President of the Association of Divorce Financial Planners, is a 25 year veteran financial specialist assisting attorneys, CPAs and other professionals manage their families’, firms’, and clients’ financial planning and wealth management needs.

Passion/Expertise
Samalin has focused his practice on divorce financial planning and other challenging financial transitions through his SEC Registered Investment Advisory firm Samalin Investment Counsel, LLC and affiliate Samalin Divorce Finance, LLC. He specializes in helping clients with personal financial analytics and wealth management needs on a fee-only basis.


Grey Divorce and Retirement - Andrew Samalin  - Retirement InSight and Trends article Read a summary transcript of Andrew Samalin’s
presentation
Grey Divorce and Retirement
in the 3rd Qtr 2016
issue of

Retirement Insight and Trends.


Position/Experience
Andrew Samalin is the founder of the Samalin Group, a nationally-recognized, award winning SEC-registered investment advisory team offering a 360 degree, unbiased, professional and fee-only view on financial issues that are important to professionals and their clients. They contemplate the tax, risk, reward and cash flow aspects of financial decisions and how they affect clients’ short and long term financial lifestyles. Prior to founding Samalin Investment Counsel, Andrew held Senior Vice President – Investment positions at Morgan Stanley, Prudential Securities, and Wachovia Securities.

Education/Certifications:
Andrew is a graduate of New York University for both his undergraduate and Master’s degrees. He is a Certified Financial Planner (CFP) by trade and by focus, and is an Enrolled Agent (EA), a federally licensed tax practitioner with the IRS, to assist the professionals and clients with pre- and post- divorce financial planning engagements and tax analysis. He is also a Certified Divorce Financial Analyst.

Publications/Presentations:
Andrew is regularly quoted in various news outlets, including CNBC, New York Times, Newsday, WVOX Radio, Investment News, Underwriters Labs, Dow Jones Newswires, Chase.com, Research Magazine, Financial Planning Magazine, Entrepreneur.com, RNN-TV’s Market Watch, and News12 Westchester. He has been asked to give presentations for the Association of Divorce Financial Planners, NYACP, Investment News Retirement Income summit, and Fidelity Investments Institutional Wealth Services.

Associations/Awards:
Samalin is the President of the Association of Divorce Financial Planners, is on the Board of Directors of the NYACP, and was selected by the Westchester County Business Council to the Rising Stars: Westchester’s Forty under Forty. Andrew is the Chapter Leader and Founder of Second Saturday Westchester, a not for profit that assists attendees become educated about divorce. He was appointed Treasurer for Bethel Nursing Homes, named to its Executive Committee, and Chairs its Investment Committee. Andrew is member of the Financial Planning Association. In April 2007, he had the honor of hosting a reception on the floor of the New York Stock Exchange. Finally, Westchester Magazine voted Samalin Investment Counsel, LLC “Best in Customer Service” every year its’ been offered.



Have Andrew Samalin speak at your event!

Andrew Samalin is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Andrew Samalin 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.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links

Find courses and products from Andrew Samalin at the Retirement Resource Center, and learn more about the Samalin Group.

Posted in: Lifetime Income, PROTECT from Retirement Risks

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Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

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 to retirement systems adding defined contribution characteristics to their employee retirement plans.

Position/Experience

Jodi leads the Behavioral Research Associates, LLC, an applied behavioral research and consulting firm specializing in consumer financial decision making. Jodi founded the firm in 2006 after a four-year partnership with Shlomo Benartzi, Ph.D., one of the most recognized behavioral economic thought leaders.

Previously, Jodi was employed by Strong Financial Corporation, where she helped develop the Retirement Plan Services division from its inception in 1995. Before joining Strong in 1994, she was a Senior Manager at PricewaterhouseCoopers, LLC, where she specialized in providing audit and consulting services to financial service firms, employee benefit plans and publicly traded companies.


Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - YouTube clip View brief YouTube clips from
Retirement Resource Center webinars
including Jodi DiCenzo’s

Behavioral Insights to Improve Retirement Security.


Publications

Jodi’s original research has appeared in BusinessWeek, Financial Planning Magazine, MarketWatch, The New York Times, The Wall Street Journal, and U.S. News and World Report.


Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Retirement InSight and Trends article Read a summary transcript of Jodi DiCenzo’s
presentation
Behavioral Insights to Improve Retirement Security in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.


Affiliations

Jodi is a member of The EBRI Defined Contribution Research Task Force, Plan Sponsor Council of America, The Employee Benefit Committee of the Illinois CPA Society, CFA Institute, CFA Chicago, and The Society for Judgment and Decision Making.



Have Jodi DiCenzo speak at your event!

Jodi DiCenzo is an experienced speaker and keynote presenter on topics pertaining to behavioral finance.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Jodi DiCenzo 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.



View other speakers on similar topics suitable for your Retirement Professional Development events:



Links
Find courses and products from Jodi DiCenzo at the Retirement Resource Center.

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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