The Retirement Resource Center has been building relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts in the financial industry for more than three decades.
Our goal is to bring you the latest ideas, trends, and mid-market retirement best practices thought leaders, direct to your desktop, tablet and phone! We want you to have the benefit of what’s on the cutting edge of the industry you’ve chosen so you can most effectively help your clients, employees, and self to achieve the retirement we all deserve.
Click here or on the icon to the right to ask the presenter your question! Each month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:
- A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
- Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!
You do not need to make a purchase or be present to win.
This month’s Retirement Resource Center featured presenter is:
Erin Fisher, President and Founder of Find Medicare Plans, LLC.
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.
FindMedicarePlans.com works nationwide to assist people with getting on Medicare through the Federal government and finding the plan that meets their needs (supplements, Medicare Advantage and Part D), representing twelve carriers.
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 Airlines, Delta Airlines, Federated Department Stores and the United Nations.
Presentations by Erin Fisher
Webinar courses available from Erin Fisher:
Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.
Erin will present this course LIVE on Thursday, June 21, 2018, Noon – 1:00 PM EDT – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Ask Erin a question during this presentation. If your question is selected, you may receive a 90 Day membership!
Click here to submit your question to Erin about “Medicare 101 – The As, Bs, Cs, and Ds of Medicare “.
If your question is chosen to be answered during the webinar on June 21, 2018, you could receive a $99/90 Membership or a 90 day extension of your current membership – at no charge!
Retirement Resource Center Presenters
The table below has links to short bios for each of the presenters we have used recently to bring you the 50+ retirement-specific courses we offer for CFP®, CRC®, ASPPA, American College, and other continuing education credits. Many of them are also available to speak at events. Click on each name to learn more about the credentials of the individuals behind Retirement Resource courses.
|A - E||F - L||M - R||S - Z|
|Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert||Michael Falk, CFA, CRC®, Behavioral Finance Expert & Retirement Contrarian||Alexandra Macqueen, CFP® - Personal Finance Author & Expert||Barry Sacks, PhD, JD, Certified Specialist, Taxation Law|
|Matthew Allen, CEO, Social Security Advisors||Erin Fisher, President of Find Medicare Plans||Manish Malhotra, MBA, Expert on Retirement Income Planning Software||John Salter, PhD, CFP, AIFA, Standby Reverse Mortgage Expert
|Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert||Mary Beth Franklin, CFP® Expert on Social Security Claiming Strategies||Ron Mastrogiovanni, Health Care Impact Expert||Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement|
|David Armes, CFP®, Medicare Counseling||Shelley Giordano, Chair of the Funding Longevity Task Force||Bruce McPherson, CRMP, Reverse Mortgage Expert||Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife
|Gary Baker, President, US Operation of CANNEX Financial Exchanges||Mathew Greenwald, PhD, Retirement Research Expert||Betty Meredith, CFA, CFP®, CRC® Advocate for Retirement Security of the Mid-Market||Kevin S. Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert
|Aaron Benway, CFP®, MBA - Health Savings Account (HSA) Expert||Rex Hogue, Attorney, Estate Law Expert||John E. Nelson - Purposeful Retirement Advocate, Author & Coach||Michael Sullivan, Retirement Communications Expert
|Nyal Bischoff, Independent Long Term Care Specialist||Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute||Peter Neuwirth, FSA, FCA, Fellow, Society of Actuaries||Joe Tabers, CSP, Effective Presentations Skills and Retirement Counseling Skills Expert
|David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar||Cindy Hounsell, JD Women and Retirement Advocate and Expert||Greg Prost, CFA, Bond Investing Expert||Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert
|Carol Bogosian, ASA, EA, MAAA, Retirement Risk Expert||David Kessler - Elder Fraud Expert||Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income||Lili Vasileff, CFP®, MAFF, CDFA® - President, Divorce and Money Matters, LLC|
|Brad Breeding, CFP® - Retirement Planning & the Senior Living Industry||Annalee Kruger, President, Care Right Inc.||Roy Ramthun, MPH, Health Savings Account (HSA) Expert||Steve Vernon, FSA, Expert in Strategies that Integrate DC Plans, Social Security, QLACs|
|Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert||Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting||Anna Rappaport, FSA, MAAA, Post-retirement Needs and Risks Thought Leader||Mary Willett, CRA®, CRC®, Public Sector Defined Contribution and Defined Benefit Plan Expert|
|Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert||Amber Woodland, Esq., Elder Law Expert|
|Natalie Choate, Esq., Estate Planning and Retirement Benefits Expert||Michael Finke, PhD, CFP®, Retirement Investing Expert||Rick, Miller, PhD, CFP®, Disability Insurance Planning Expert||Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, Experienced Retirement Presenter for Consumers
|Faisal Habib, PE, MBA, FRM, Retirement Income and Investments Analysis Expert||Dr. William Reichenstein, CFA, Social Security Strategies Expert||Peter Stahl, CFP®, CLTC®, CMFC®, President, Bedrock Business Results|
|Zmistowski, Michael, RFC, CRC®, Retirement Income Planning Expert