Meet Joe Tabers, CSP, Effective Presentations Skills and Retirement Counseling Skills Expert Experience, Recognition, Background Joseph Tabers, CSP is an expert in improving workplace presentations, interpersonal communication skills and relationships. Joe is the founder of Productive Training Services, whose team specializes in practical leadership and team performance solutions. Over the last 30 years his team has […]
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Meet John E. Nelson – Purposeful Retirement Advocate, Author & Coach Experience, Recognition, Background 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. John Nelson’s Retirement Expertise […]
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Meet Robert Laura, CPRC, Retirement Transition Planning Speaker and Coach Experience, Recognition, Background Robert’s work as a retirement transition planning speaker and coach reflects his ground-breaking efforts to challenge the status quo of traditional retirement planning and help people create a No-Regrets Retirement Plan. He is a best-selling author and nationally syndicated columnist for Forbes.com […]
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Meet Dorian Mintzer, Ph.D., Retirement Transition Coach Experience, Recognition, Background Dorian Minzter is an experienced Therapist, Life and Retirement Transition Coach, Relationship Coach, Executive Coach, Author, Speaker and Teacher. In her work with individuals and couples, she weaves her personal and professional experiences with her understanding of adult development, positive psychology and holistic life planning […]
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Robert Laura, CPRC, Retirement Activist, is the founder of RetirementProject.org and the Retirement Coaches Association. Passion/Expertise Robert Laura, CPRC, is the Retirement Activist who is committed to changing the way people think about and prepare for every aspect of retirement. His nationally syndicated columns at Forbes.com and Financial Advisor magazine reflect his ground-breaking efforts to […]
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Steve Vernon, FSA, is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. Passion/Expertise Steve Vernon shares practical strategies and ideas for enhancing finances, health, and lifestyle for the “rest-of-life” life phase, also known as retirement. With an effective mix of humor, stories, video clips, pictures, music, and cold […]
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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 […]
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Tags: AIFA, Blaine Aikin, Carnegie Mellon, CEO, CFA, CFP, fi360, fiduciary responsibility, Investment Management, public policy and management, web-based analytical tools
Posted in: PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions
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 […]
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Tags: applied behavioral research, Behavioral finance, consumer financial decision making, EBRI Defined Contribution Research Task Force, Jodi DiCenzo, LLC, PhD, PricewaterhouseCoopers, Rehavioral Research Associates, Retirement Plan Services, Shlomo Benartzi, Strong Financial Corporation
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching
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 […]
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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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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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Tags: asset consulting, asset management, Behavioral finance, CFA Institute, CFA Society of Chicago, DePaul University, Financial Management Association, Financial Management Association (FMA), FMA, Focus Consulting Group, global macro hedge fund, Investment Management, MarketWatch, Michael Falk, michael falk cfp crc, PDDARI
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching
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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