Archive for PROTECT from Retirement Risks
Erin Fisher is President of Find Medicare Plans, LLC, a national Medicare plan agency based in Stamford, Connecticut. She founded the company ten years ago. Passion/Expertise Erin’s 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American […]
Continue Reading →Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Passion/Expertise: Wade D. Pfau, Ph.D., CFA, is passionate about […]
Continue Reading →Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies. Passion/Expertise Mary Beth Franklin has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance. […]
Continue Reading →Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services. Passion/Expertise Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors. Position/Experience […]
Continue Reading →Dr. Katy Votava is the President and founder of GOODCARE.com, a nationwide independent consulting firm specializing in the economics of healthcare. Passion/Expertise Together with other healthcare experts in their respective fields, Dr. Votava and her staff work to develop customized solutions to clients’ questions and solve their healthcare puzzles. To help more people get the […]
Continue Reading →Peter Stahl, CFP®, CLTC®, CMFC®, is President and Founder of Bedrock Business Results, LLC, and Founder of WealthWatch.com. Passion/Expertise Peter has 29 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has supported the sales and marketing efforts of financial advisors and their […]
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) →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 →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 →Inquire about availability today!