Archive for Medical and Long-term Care
Meet Russell Wild, Speaker and Author of Bond Investing for Dummies, and Investing in ETFs for Dummies Experience, Recognition, Background Russell Wild is the principal of Global Portfolios, a fee-only investment advisory firm based in Philadelphia, Pennsylvania. Russell is also a freelance financial journalist who was a previous president of the American Society of Journalists […]
Continue Reading →Meet Heather Holmes, Retirement Longevity, Health and Wealth Expert Experience, Recognition, Background Heather is Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. […]
Continue Reading →Meet Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert Experience, Recognition, Background Annalee Kruger, President, Owner, and Founder of Care Right Inc., is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process. Annalee has spent her entire 25+ year career in the senior care industry […]
Continue Reading →Meet Dr. Katy Votava, Making the Most of Medicare Expert Retirement Speaker Experience, Recognition, Background Dr. Katy has in-depth experience as a nurse practitioner and healthcare administrator that helps her provide guidance on making the most of Medicare as a retirement speaker. She is an expert in healthcare and quality improvement, outcomes, including those related […]
Continue Reading →Meet Roy Ramthun, MPH, Health Savings Account (HSA) and Consumer-Driver Healthcare Expert Experience, Recognition, Background Roy Ramthun has over twenty-five years of health care and public policy experience, both in government and in the private sector. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George […]
Continue Reading →Meet Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert Experience, Recognition, Background In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers […]
Continue Reading →Meet Ron Mastrogiovanni, Retirement Health Care Planning Expert Experience, Recognition, Background Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. Ron Mastrogiovanni’s Retirement Expertise View a Sample Presentation https://www.youtube.com/watch?v=vKk4pkwDD4Q Ron’s latest venture, HealthView Services, is an emerging industry leader offering a deployable SaaS platform that incorporates […]
Continue Reading →Meet Paul Malley, President, Advance Care Planning Expert Experience, Recognition, Background Paul Malley and the work of Aging with Dignity have been featured in national media including the CBS, NBC, and ABC evening news, CNN, MSNBC, NBC Today Show, Good Morning America, USA Today, The Wall Street Journal, The New York Times, Newsweek, Time, and […]
Continue Reading →Meet Cindy Hounsell Women and Retirement Speaker and Advocate Experience, Recognition, Background As an attorney, women and retirement speaker, and advocate, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, Barrons, U.S. News and World Report, CNN, CNBC and NPR’s 1A, All Things Considered, Morning Edition and Marketplace. Ms. Hounsell also serves as […]
Continue Reading →Meet Mary Beth Franklin, CFP®, Retirement Speaker on Social Security Claiming Strategies and Medicare Experience, Recognition, Background Mary Beth Franklin, CFP® is a Social Security claiming strategies and Medicare speaker who writes about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you […]
Continue Reading →Meet Erin Fisher, Medicare Speaker and Consultant Experience, Recognition, Background Erin Fisher is a corporate and individual Medicare speaker, Medicare trainer, consultant and Medicare expert witness. She specializes in Medicare plans and represents national and regional carriers. She offers a comprehensive menu of plans to her clients and is a national company licensed in most states. […]
Continue Reading →Meet Brad Breeding, CFP®, Intersection of Senior Living and Retirement Planning Speaker Experience, Recognition, Background Brad Breeding, CFP, speaks on the intersection of senior living and retirement planning. Brad and his colleagues carefully reviewed close to 1,000 disclosure statements and sample residency contracts for retirement communities across the United States. Before launching MyLifeSite, an online […]
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