The Retirement Speakers Bureau
Leading edge presenters for your next meeting, conference or other event
Meet Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income and Distribution Planning Speaker Experience, Recognition, Background Curtis Cloke is an adjunct professor for The American College of Financial Services providing expertise as a retirement income and distribution planning speaker, trainer, and expert with almost 33 years of experience in financial services. In addition to his entertaining …
Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Retirement Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the Managing Director, Head of Retirement Research, PGIM DC Solutions. He is a retirement research and retirement planning speaker who works to enhance the group’s consulting and investment services. David conducts research primarily …
Meet Denise Appleby, M.J., APA, CISP, CRPS, CRC®, CRSP – IRA and Employer Retirement Plans Speaker Experience, Recognition, Background Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA and employer retirement plans tools and resources for financial and tax professionals,. Denise’s wealth of knowledge in preventing IRA and retirement …
Meet Peter Stahl, CFP®, CLTC®, CMFC®, Convergence of Retirement Healthcare and Financial Planning Speaker Experience, Recognition, Background Peter has 30 years of experience in the financial services industry and focuses on the convergence of retirement healthcare and financial planning, Medicare, and health savings accounts. He has supported the sales and marketing efforts of financial advisors …
Meet Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert Experience, Recognition, Background Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others. He earned …
Meet Barry Sacks, PhD, JD, Reverse Mortgage Retirement Portfolio Longevity Expert Experience, Recognition, Background Barry Sacks, Ph.D. earned his Ph.D. in semi-conductor physics from M.I.T., and then taught at U.C. Berkeley. He earned a J.D. Harvard Law School, and is a Certified Specialist, Taxation Law, from the California Board of Legal Specialization. Barry spent 35 years …
Meet Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Expert Experience, Recognition, Background Carroll has held executive positions in brokerage distribution and corporate carriers. She has been interviewed both on radio and television, has written numerous articles, and often presents at virtual meetings and …
Meet Dorian Mintzer, Ph.D., Retirement Transition Coach Experience, Recognition, Background Dorian Minzter is an experienced Therapist, Life and Retirement Transition Coach, Relationship Coach, Executive Coach, Author, Speaker and Teacher. In her work with individuals and couples, she weaves her personal and professional experiences with her understanding of adult development, positive psychology and holistic life planning …
Meet Kelley Long, Health Savings Account (HSA) Expert Experience, Recognition, Background Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Public Accountant, and is frequently …
Meet Emily Gang, Medicare Speaker and Coach Experience, Recognition, Background Over the past four years, Emily has been a Medicare speaker and coach who is changing the way people make their Medicare decision. She has helped thousands of people navigate Medicare rules and insurance company confusion to help them make their right Medicare decision to …
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 …
Meet Derek Graham, JDSpecial Needs and Retirement Planning Speaker Experience, Recognition, Background Derek Graham is an attorney and partner at Resch, Root, Philipps & Graham, LLC in Dublin, Ohio. Derek’s practice focuses on developmental disability law, special needs planning, guardianship and probate. Derek’s practice in developmental disability law started in 2009 when his oldest daughter …
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 …
Meet Sara Zeff Geber, PhD, Solo Aging and Retirement Speaker Experience, Recognition, Background Sara has a Ph.D. in Counseling and Human Behavior, a M.A. in Guidance and Counseling, and a B.A in Psychology. As a former management consultant, she has worked successfully, both nationally and internationally, with multi-billion dollar corporations, small to medium-size organizations, and …
Meet Steve Weisman, Elder Fraud, Identity Theft and Scams Retirement Speaker Experience, Recognition, Background Steve Weisman is a lawyer, college professor, author and one of the country’s leading experts in cybersecurity, identity theft and scams. He is a graduate of the University of Massachusetts and Boston College Law School. He is a member of the …
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 …
Meet Michelle Connell, CFA, Retirement Speaker onAlternative Investments for Retirement Plan Fiduciaries Experience, Recognition, Background Michelle P. Connell, CFA explains alternative investments for plan fiduciaries seeking to address slower growth and lower yields without taking on excessive risk. She has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She …
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 …
Meet Kathi Balasek, MA, Retirement Speaker and Grief Literacy Expert Experience, Recognition, Background Kathi Balasek, MA, is an Empathy and Grief Communication Corporate Coach and Consultant, University Lecturer, Speaker, Educator and Podcast Host who is on a mission to cultivate a grief literate culture by improving the language of loss with clients. She is currently …
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