Author Archive
Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals Passion/Expertise With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to […]
Continue Reading →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 […]
Continue Reading →Rex L. Hogue is an Attorney and Partner with the firm Haiman Hogue, PLLC, in Frisco Texas. Passion/Expertise Mr. Hogue limits his practice to estate planning, including estate and gift tax planning, tax planning, business planning, asset protection planning, charitable planning, probate, trust, and estate administration matters. He has a statewide law practice, planning for […]
Continue Reading →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 […]
Continue Reading →Roy Ramthun, MPH, “Mr. HSA”, is the President and Founder of Ask Mr HSA. Passion/Expertise Roy is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He is an active advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country. Position/Experience Mr. Ramthun has […]
Continue Reading →Tags: AskMrHSA, Health Savings Accounts, medicare, MPH, Mr. HSA, Roy Ramthun, Senate Committee on Finance, U.S. Health Care Financing Administration, University of Michigan
Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions
Leave a Comment (0) →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 […]
Continue Reading →Tags: CFP, David Armes, MBA, medicare
Posted in: Medical and Long-term Care, PROTECT from Retirement Risks
Leave a Comment (0) →Curtis Cloke, CLTC, LUTCF, RICP, is an award-winning financial professional and retirement income expert, trainer, and speaker with three decades of experience in income distribution planning. Passion/Expertise Curtis actively engages all his audiences with his personable character and genuine care for clients’ retirement needs and concerns. Through his extensive experience, he has perfected the ability […]
Continue Reading →Tags: Acuity Financial, Advisor of the Year, Certified in Long Term Care, CLTC, Curtis Cloke, DepositAccounts.com, FSP, inflation-adjusted income, InsuranceNewsNet, Life Underwriters Training Council, LifeHealthPro.com, LUTCF, Million Dollar Round Table, MORT, NAFA Annuity Outlook, NAIFA, NAIFA ClientCast, National Insurance and Financial Advisors Association, Power Session LIVE, Prudential Financial, Real Wealth®, Retirement Income Journal, RICP, Senior Market Advisor, Society of Financial Service Professionals, Thrive Income Distribution System
Posted in: Legacy Planning, Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending
Leave a Comment (0) →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 […]
Continue Reading →Shelly Giordano founded the Funding Longevity Task Force and serves as Chair. Passion/Expertise Shelley has been a pioneer in reverse mortgage lending, having begun her career almost two decades ago. After years at home raising her children, she fell into the unlikely world of reverse mortgages. A local lawyer had established his own company, and […]
Continue Reading →Stephen Horan, PhD, CFA, CIPM, is the Managing Director, Credentialing, CFA Institute. Passion/Expertise Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities. Position/Experience Dr. Horan’s experience includes serving as an expert witness in support of securities litigation, a […]
Continue Reading →Tags: buy-side account manager, CFA, CFA Institute, CIPM, Credentialing, economic impact studies, expert witness, financial analyst, forensic economist, Graham and Dodd Readers' Choice Award, Managing Director, PhD, principal, securities litigation, sell-side stockbroker, Stephen Horan
Posted in: PROVIDE Retirement Income, Retirement Distributions
Leave a Comment (0) →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 →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 […]
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