Archive for PROTECT from Retirement Risks

Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement

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 […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks

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Shelley Giordano, Chair of the Funding Longevity Task Force

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 […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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Ron Mastrogiovanni – Health Care Impact Expert

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 […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks

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David Kessler – Elder Fraud Expert

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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Posted in: PROTECT from Retirement Risks, Successful Aging

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Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP®, Author, is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada. Passion/Expertise Alexandra provides comprehensive and authoritative financial writing and editing for academic and industry publications, and is known for her expert-level knowledge of: Annuities, annuitization, and longevity-guaranteed income streams; “Pensionizing” portfolios […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

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, […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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Mathew Greenwald, PhD – Retirement Research Expert

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 […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Spending

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Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business. Passion/Expertise: Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, […]

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Posted in: PROTECT from Retirement Risks, Successful Aging

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Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

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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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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John Salter, PhD, CFP, AIFA – Standby Reverse Mortgage Expert

John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Passion/Expertise John Salter teaches in the areas of retirement planning and portfolio management and his research interest is in the area of retirement planning and income management. His research interests include: The role of reverse mortgages in […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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Carol Bogosian, ASA, EA, MAAA – Retirement Risk Expert

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, is an expert in retirement risk. Passion/Expertise: Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S. Position/Experience: Carol […]

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Posted in: Lifetime Income, Medical and Long-term Care, PROTECT from Retirement Risks

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Cindy Hounsell, JD – Women and Retirement Advocate and Expert

Cindy Hounsell, JD, is the President of WISER, the Women’s Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement. WISER was founded in 1996 through a grant the Heinz Family Philanthropies […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Successful Aging

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