Meet Tiffany House, CAP®, CEPA, FCEP, Tax, Estate, and Charitable Giving Retirement Speaker Experience, Recognition, Background Tiffany House, CAP®, CEPA, FCEP, is a tax, estate, and charitable strategist. She works as a consultant with families and helps guide them through intricate and essential situations including transitioning a business, planning philanthropy, values-based estate planning, and tax […]
Continue Reading →
Meet Matthew Allen, Social Security Speaker Experience, Recognition, Background Matthew Allen is a Social Security speaker and serial entrepreneur driven by a passion for providing industry-leading advice to his clients. In working with his clients, he realized that there was a major education and advice gap when it came to claiming Social Security benefits and […]
Continue Reading →
Meet Andrew Shedlock, JD, Cryptocurrency in Retirement Plans Speaker Experience, Recognition, Background Andrew Shedlock is a partner with the Kutak Rock law practice in Minneapolis. He is a litigator and attorney for financial advisors, financial planners, RIAs, and broker-dealers. Andrew advises on Non-Fungible Tokens (“NFTs”), cryptocurrency and Bitcoin, including securities and contract matters in those […]
Continue Reading →
Meet Dennis Gatlin, MA, CRC®, Public Sector Ethics Speaker Experience, Recognition, Background Currently, Dennis provides ethics, leadership, and teambuilding consulting services to the retirement industry, water and wastewater sectors, and State and local governments. Dennis is a well-regarded ethics trainer for InFRE, the Colorado Special District Association, the Rocky Mountain Section of the American Works […]
Continue Reading →
Meet Greg Geisler, PhD., Clinical Professor of Accounting Retirement Speaker Experience, Recognition, Background Greg Geisler received his PhD from the University of North Carolina-Chapel Hill. He is a Clinical Professor of tax accounting at Indiana University-Bloomington. He teaches a course called “Income Tax and Individual Financial Planning.” Greg Geisler’s Retirement Expertise View a Sample Presentation […]
Continue Reading →
Meet Michael Wilson, CFP®, CRC®, Public Sector WEP and GPO Expert Experience, Recognition, Background Mike Wilson is the owner and founder of Integrity Financial Planning, which specializes in personal retirement planning. Michael Wilson’s Retirement Expertise View a Sample Presentation https://youtu.be/oHFhFEpgl2Y Mike has extensive experience in the mutual fund industry, having worked 10 years with Fidelity […]
Continue Reading →
Meet Darin Shebesta, CFP®, AIF®, CAP®, CFP Ethics Presenter Experience, Recognition, Background Darin Shebesta is a Certified Financial Planner® Professional, an Accredited Investment Fiduciary®, and a Chartered Advisor in Philanthropy® with Jackson/Roskelley Wealth Advisors, Inc. in Scottsdale, Arizona. He has been in the wealth advisory profession for over 15 years. Darin was selected as a […]
Continue Reading →
Meet Tamiko Toland, Annuity Expert Experience, Recognition, Background Tamiko is Director, Retirement Markets for CANNEX Financial Exchanges and is a Certified Financial Education Instructor (CFEI). Her focus is the individual and institutional annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on […]
Continue Reading →
Meet Marc Kiner, CPA, Social Security Expert Experience, Recognition, Background Marc Kiner has 30 years experience in public accounting. His primary areas of service were to privately held businesses and individuals. Recognizing a need in the marketplace for enhanced advisor knowledge for Social Security filings, Marc sold his practice in 2012 to concentrate on Social […]
Continue Reading →
Meet Steve Parrish, JD, RICP, CLU, ChFC, AEP, Estate Planning and Retirement Income Expert Experience, Recognition, Background Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning […]
Continue Reading →
Meet JOE JORDAN, Inspirational Retirement and Behavioral Finance Speaker Experience, Recognition, Background Joe Jordan is an inspirational speaker and behavioral finance expert. He is the author of the award-winning book Living a Life of Significance, which has has sold over 125,000 copies and is translated into five languages. The book was also featured in Nick […]
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 →
