Archive for Retirement Speakers for Client or Employee Events
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 […]
Continue Reading →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 […]
Continue Reading →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 […]
Continue Reading →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 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 […]
Continue Reading →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 […]
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 Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert Experience, Recognition, Background Sandra was the founder and Executive Director of the MetLife Mature Market Institute and a Vice President of MetLife from 1997 to 2013, when the Institute was disbanded. Prior to that, held senior staff positions with American Society on Aging, AARP, and […]
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 Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert 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 […]
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