Retirement Resource Center Speaker and Presenter Expertise
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! The accumulated wealth of knowledge of Retirement Resource Center contributors on a wide variety of topics should be available to every advisor and retirement counselor who is dedicated to helping clients, employees, and self to achieve the retirement we all deserve. We want you to have the benefit of what’s on the cutting edge of the industry you’ve chosen.
How can you access the expertise of the retirement industry’s thought leaders?
You may have immediate access to the 50+ retirement-specific live and rebroadcast no-quiz webinars and online courses by these speakers that we offer for CFP®, CRC®, ASPPA, American College, and other continuing education credits. Many of our presenters also answer course participants’ questions asked during Live Webinar sessions (not available for online courses). Each course is $29 when purchased individually, or you can become a member to have access to all of our courses for either 90 days at $99 or a full year at $199.
- Learn more about the 50+ CFP®, CRC®, and other CE and professional development courses we offer from these speakers here.
Many of our presenters are also available to speak at events. The Retirement Speakers Bureau is available to help you find the retirement speaker who best addresses your audience’s needs and budget. Services range from keynote speakers to multi-day professional development programs and everything in-between. Sessions can be delivered live or in online sessions with hundreds of individuals across the country.
- Click here to learn more about booking retirement-specific speakers for your conference or event at the Retirement Speakers Bureau.
Click on the names below to learn more about the people behind Retirement Resource courses.
|A - E||F - L||M - S||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||John Salter, PhD, CFP, AIFA, Standby Reverse Mortgage Expert
|Matthew Allen, CEO, Social Security Advisors||Erin Fisher, President of Find Medicare Plans||Manish Malhotra, MBA, Expert on Retirement Income Planning Software||Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement|
|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||Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife
|David Armes, CFP®, Medicare Counseling||Shelley Giordano, Chair of the Funding Longevity Task Force||Bruce McPherson, CRMP, Reverse Mortgage Expert||Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC|
|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||Barry Sacks, PhD, JD, Certified Specialist, Taxation Law||Amber Woodland, Esq., Elder Law Expert|
|Event Speakers only|
|Natalie Choate, Esq., Estate Planning and Retirement Benefits Expert||Michael Finke, PhD, CFP®, Retirement Investing Expert||Rick, Miller, PhD, CFP®, Disability Insurance Planning Expert||Peter Stahl, CFP®, CLTC®, CMFC®, President, Bedrock Business Results|
|Faisal Habib, PE, MBA, FRM, Retirement Income and Investments Analysis Expert||Dr. William Reichenstein, CFA, Social Security Strategies Expert||Dr. Katy Votava, President, and founder of GOODCARE.com®|
|Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, Experienced Retirement Presenter for Consumers||Zmistowski, Michael, RFC, CRC®, Retirement Income Planning Expert
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.