Archive for Retirement Spending
Lili Vasileff, CFP®, MAFF, CDFA®, Founder and President of Divorce and Money Matters, LLC., is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection. Passion/Expertise Lili is sought after for her seasoned experience and deep knowledge about complicated financial issues in wealth management and is called into cases […]
Continue Reading →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 […]
Continue Reading →Tags: Steve Vernon
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions, Retirement Speakers for Client or Employee Events, Retirement Spending, Speakers for Retirement Professional Development
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) →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, […]
Continue Reading →Tags: AIFA, American College, annuities, CFA, CFP, Chairman of the Advice Methodologies Investment subcommittee, David Blanchett, financial planning, Investment News, Journal of Financial Planning, MarketWatch, Money Magazine, Montgomery-Warschauer Award, Morningstar Investment Management, portfolio asset allocations, propabilities of success, retirement plans, Retirement research, RetireMentor, systematic withdrawals, tax planning, University of Chicago Booth School of Business, visionary, Wall Street Journal
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending
Leave a Comment (0) →Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research. Passion/Expertise Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit […]
Continue Reading →Tags: ACLI, attitudes, benchmarking, Employee Benefit Research Institute, focus group, Greenwald & Associates, LIMRA, Mathew Greenwald, Retirement Confidence Survey, Retirement research, RIIA
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Spending
Leave a Comment (0) →Passion/expertise: Michael is a Professor at Texas Tech University who is passionate about helping individuals make better investment decisions. Experience: PhD in finance from the University of Missouri and PhD in consumer science from the Ohio State University. Assistant/associate professor at University of Missouri from 1999 through 2006, associate professor at Texas Tech 2006-present. Topics: Behavioral personal finance […]
Continue Reading →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, […]
Continue Reading →Tags: Betty Meredith, InFRE, Int'l Retirement Resource Center, retirement education, retirement income, retirement planning, retirement readiness, Retirement Speakers Bureau, retirement strategy
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending
Leave a Comment (0) →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 […]
Continue Reading →Tags: InFRE, Kevin Seibert, retirement education, retirement income, retirement planning, retirement readiness
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending, Speakers for Retirement Professional Development
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