The Retirement Speakers Bureau
Leading edge presenters for your next meeting, conference or other event
Find retirement speakers for your next client or employee event here
Meet Russell Wild, Speaker and Author of Bond Investing for Dummies, and Investing in ETFs for Dummies Experience, Recognition, Background Russell Wild is the principal of Global Portfolios, a fee-only investment advisory firm based in Philadelphia, Pennsylvania. Russell is also a freelance financial journalist who was a previous president of the American Society of Journalists …
Retirement Speakers for Client Appreciation and Employee Events Our retirement speakers for client appreciation events and employee retirement planning financial education programs are chosen for their depth of knowledge and content that will help your clients or employees be more retirement secure. The following retirement speakers specialize in transitioning to retirement, Social Security, Medicare, long-term …
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. …
Meet Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Speaker Experience, Recognition, Background Annalee Kruger, President, Owner, and Founder of Care Right Inc., is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process. Annalee has spent her entire 25+ year career in the senior care industry …
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 …
Meet Lili Vasileff, CFP®, MAFF, CDFA®, Gray Divorce Retirement Speaker Experience, Recognition, Background Lili Vasileff, CFP®, MAFF, CDFA®, is a nationally recognized gray divorce retirement speaker and expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection in divorce. Lili Vasileff is one of the distinguished trailblazers of divorce financial planning who has been …
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 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 Betty Meredith, CFA®, CFP®, CRC®, Advocate for the Retirement Security of Middle Income Americans Experience, Recognition, Background Betty Meredith has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions. Betty Meredith’s Retirement Expertise View a Sample …
Meet Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert Experience, Recognition, Background In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers …
Meet Paul Malley, President, Aging with Dignity, Advance Care Planning Expert Experience, Recognition, Background Paul Malley and the work of Aging with Dignity have been featured in national media including the CBS, NBC, and ABC evening news, CNN, MSNBC, NBC Today Show, Good Morning America, USA Today, The Wall Street Journal, The New York Times, …
Meet Robert Laura, CPRC, Retirement Transition Planning Speaker and Coach Experience, Recognition, Background Robert’s work as a retirement transition planning speaker and coach reflects his ground-breaking efforts to challenge the status quo of traditional retirement planning and help people create a No-Regrets Retirement Plan. He is a best-selling author and nationally syndicated columnist for Forbes.com …
Meet Cindy Hounsell Women and Retirement Speaker and Advocate Experience, Recognition, Background As an attorney, women and retirement speaker, and advocate, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, Barrons, U.S. News and World Report, CNN, CNBC and NPR’s 1A, All Things Considered, Morning Edition and Marketplace. Ms. Hounsell also serves as …
Meet Shelley Giordano, Reverse Mortgage Speaker Experience, Recognition, Background Shelley’s reverse mortgage speaker background in reverse mortgage lending is diverse and includes origination, sales management, and industry leadership. She read a very early article written by Barry Sacks, PhD, JD , in 2005, and since then has advocated for the protective power of housing wealth …
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 …
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 Quinn Kennedy, PhD, Cognitive Aging Expert Experience, Recognition, Background Dr. Quinn Kennedy earned a PhD in Psychology and completed postdoctoral training in Cognitive Aging, both at Stanford University. She is the Director of Aging Research at neuroFit. Dr. Kennedy has over 20 years of research experience in investigating factors that affect older adults’ decision …
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 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 …
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