The Retirement Speakers Bureau
Leading edge presenters for your next meeting, conference or other event
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 …
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 …
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 …
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 …
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 …
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 …
Meet Robert Keebler, CPA, PFS, MST, AEP, Estate, Tax and Retirement Distribution Planning Expert Experience, Recognition, Background Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is an estate, tax and retirement distribution planning speaker. Bob’s practice focuses on wealth preservation planning and transfer, charitable giving, retirement distribution planning, and estate administration. He frequently represents clients under …
Meet Michael Finke, PhD, CFP®, Retirement Speaker on The Modern Approach to Retirement Income Planning and Science of Creating a Satisfying Retirement. Experience, Recognition, Background Michael Finke, PhD, is Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He joined The College in June …
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 …
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