Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the Co-Director of the New York Life Center for Retirement Income and a Professor in the Retirement Income Program at the American College of Financial Services. Passion/Expertise Jamie Hopkins has an extensive background in educational development, research, and writing. He has developed educational materials for The […]
Continue Reading →William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc., is a nationally recognized expert in retirement income withdrawal strategies and Social Security claiming strategies. Passion/Expertise William Meyer developed Retiree Inc. and Social Security Solutions with Dr. William Reichenstein from Baylor University. It is the leading retirement income management and withdrawal software for financial […]
Continue Reading →Paul Malley is President of Aging with Dignity, a national non-profit organization based in Tallahassee, Florida, with a mission to help individuals and their families receive the care they want in case of a serious illness. Passion/Expertise Aging with Dignity is the creator and distributor of America’s most popular advance directive, Five Wishes, an easy-to-use […]
Continue Reading →Bob Mauterstock, CFP®, ChFC, CLTC, is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children. Passion/Expertise For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of […]
Continue Reading →Lili Vasileff, CFP®, MAFF, CDFA®, Founder and President of Divorce and Money Matters, LLC., is a nationally recognized expert practitioner, leader, author, writer, and speaker about financial planning for wealth protection. Passion/Expertise Lili is sought after for her seasoned experience and deep knowledge about complicated financial issues in wealth management and is called into cases […]
Continue Reading →Amber B. Woodland, Esq. is a member of the bar of the Supreme Court of the State of Delaware. She is also accredited by the Department of Veterans Affairs (VA) to prepare, present and prosecute claims for veterans before the VA. Passion/Expertise Amber’s practice is focused in elder law including asset protection planning for long […]
Continue Reading →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. Passion/Expertise Annalee Kruger’s passion is to help families be pro-active and put plans in place before a medical crisis occurs. Annalee credits her compassion, empathy […]
Continue Reading →Erin Fisher is President of Find Medicare Plans, LLC, a national Medicare plan agency based in Stamford, Connecticut. She founded the company ten years ago. Passion/Expertise Erin’s 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American […]
Continue Reading →Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Passion/Expertise: Wade D. Pfau, Ph.D., CFA, is passionate about […]
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 →Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine […]
Continue Reading →Inquire about availability today!