SPEAKERS - Alphabetic listing

Let us help you find the right retirement speaker for your audience!

Use this quick form to inquire about scheduling any of our speakers for your conference or event.


Quick inquiry

Please fill out this quick form to let us know how we might be of help finding the right speaker for your conference or event.

 Print pdf here

Retirement Speakers Bureau – Alphabetic listing


Aikin, Blaine, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Allen, Matthew – CEO, Social Security Advisors

Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert

Blanchett, David, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar Investment Management

Breeding, Brad CFP®, – Expert on Retirement Planning and the Senior Living Industry

Cloke, Curtis, CLTC, LUTCF, RICP – Retirement Income Expert

Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert

Finke, Michael PhD, CFP® – Retirement Investing Expert

Franklin, Mary Beth, CFP® – Expert on Social Security Claiming Strategies

Giordano, Shelley – Chair of the Funding Longevity Task Force

Hopkins, Jamie Esq., LLM, CFP®, ChFC®, CLU®, RICP® – Financial Services Expert

Hounsell, Cindy, JD – Women and Retirement Advocate and Expert

Keebler, Robert, CPA/PFS, MST, AEP, CGMA – Estate Tax and Retirement Distribution Planning

Kessler, David M. – Elder Fraud Expert

Kruger, Annalee – President, Care Right Inc.

Laura, Robert, CPRC – Retirement Activist

Macqueen, Alexandra, CFP® – Personal Finance Author & Expert

Malley, Paul – President, Aging with Dignity

Mastrogiovanni, Ron – Health Care Impact Expert

Mauterstock, Bob, CFP®, ChFC, CLTC – Eldercare Expert

Meredith, Betty, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

Meyer, William – CEO, Retiree, Inc. and Social Security Solutions, Inc.

Nelson, John E. – Purposeful Retirement Author and Advocate

Pfau, Wade, PhD, CFA – Leading educator and researcher on retirement income

Ramthun, Roy, MPH – Health Savings Account (HSA) Expert

Rappaport, Anna, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Reichenstein, Dr. William, CFA – Social Security Strategies Expert

Salter, John, PhD, CFP, AIFA – Standby Reverse Mortgage Expert

Schreiber, Heather, RICP® – Founder and President, HLS Retirement Consulting, LLC

Seibert, Kevin S., CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert

Stahl, Peter, CFP®, Founder, Bedrock Business Results; WealthWatch – Retirement Health Care Needs Expert

Tabers, Joe, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Timmermann, Sandra, EdD – Successful Aging in Retirement Expert

Vasileff, Lili, CFP®, MAFF, CDFA® – President, Divorce and Money Matters, LLC

Vernon, Steve, FSA – Expert in Strategies that integrate CD Plans, Social Security and QLACs

Votava, Dr. Katy – President, and founder of GOODCARE.com®