Archive for Social Security
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 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 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 Heather Schreiber, RICP®, Social Security Strategies and Holistic Retirement Income Speaker Experience, Recognition, Background With over 20 years in the industry educating advisors on Social Security strategies and holistic retirement income, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs […]
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 Bruce Schobel, FSA, MAAA Experience, Recognition, Background Bruce D. Schobel, FSA, MAAA, may be the most knowledgeable actuary on Social Security in America. Bruce is a former President of the Society of Actuaries, 2007-08. He worked under the legendary Social Security Chief Actuary and Deputy Social Security Commissioner Robert Myers during 1979-88. Bruce was […]
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 →Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals Passion/Expertise With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to […]
Continue Reading →Dr. William Reichenstein, CFA, is an expert in Social Security strategies. Passion/Expertise Dr. Reichenstein’s research advocates calculating an individual’s after-tax asset allocation that compares after-tax fund across savings vehicles (e.g., 401(k), Roth IRA, and taxable accounts). His research has implications for the asset allocation decision and tax-efficient withdrawal strategies in retirement, and his recent work […]
Continue Reading →Tags: allocation decision and tax-efficient withdrawal strategies, Baylor University, Dr. William Reichenstein, Inc., Powers Chair in Investment Management, Social Security, Social Security benefits, Social Security Solutions
Posted in: PROVIDE Retirement Income, Retirement Distributions, Social Security
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