Archive for Retirement Distributions
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 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 Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert Experience, Recognition, Background Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement […]
Continue Reading →Meet Dr. William Reichenstein, CFA, Social Security and Optimal Asset Withdrawal Strategies Speaker Experience, Recognition, Background Dr. William Reichenstein, CFA, is an expert in Social Security and optimal asset withdrawal strategies. He holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. His recent work concentrates on the interaction between investments […]
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 Steve Vernon, FSA, MAAA, Strategies for a Healthy and Financially Secure Retirement Speaker Experience, Recognition, Background As an actuary and author, Steve Vernon writes, speaks, and prepares research on the most challenging issues facing retirees today, including strategies for a healthy and financially secure retirement. As a Research Scholar at the Stanford Center on […]
Continue Reading →Meet Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert Experience, Recognition, Background Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement […]
Continue Reading →Meet John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert Experience, Recognition, Background John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Dr. Salter has been on the Texas Tech faculty since 2006. During this time he has taught numerous courses in the […]
Continue Reading →Meet Wade D. Pfau, Ph.D., CFA, Retirement Income Planning Speaker and Retirement Researcher Experience, Recognition, Background Wade D. Pfau, Ph.D., CFA, RICP, is a retirement income planning speaker and retirement researcher. He is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial […]
Continue Reading →Meet William Meyer, Social Security and Optimal Asset Drawdown Strategies Expert Experience, Recognition, Background Bill Meyers is the founder of a technology and advisory firm focused on providing services to Baby Boomers and in-retirement households. They deploy differentiated retirement solutions for individuals in distribution life-stage: personalized expense and income management, and optimal asset drawdown strategies […]
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