Retirement Resource Center Presenters and Speakers

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?

Immediate access online

Save on 50+ retirement courses when you become a member

Immediate access to leading retirement industry experts with 60+ retirement-specific courses, $29 each or save when you become a member

You may have immediate access to the 60+ retirement-specific live and rebroadcast no-quiz webinars and on-demand 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 subscriber to have access to all of our courses for either 90 days at $99 or a full year at $199.


Invite speakers to your conference or event

Are you looking for a retirement speaker for your next conference, consumer event or internal professional development program?

Are you looking for a retirement speaker for your next conference, consumer event or internal professional development program?

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 on the names below to learn more about the people behind Retirement Resource courses.

A - FF - MM - RS - Z
Retirement Resource Center professional and consumer course presenters
Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility ExpertMary Beth Franklin, CFP® Expert on Social Security Claiming StrategiesPaul Malley, President, Aging with DignityBarry Sacks, PhD, JD,  Certified Specialist, Taxation Law
Matthew Allen, CEO, Social Security AdvisorsShelley Giordano, Chair of the Funding Longevity Task ForceRon Mastrogiovanni, Health Care Impact Expert

Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife
Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention ExpertMathew Greenwald, PhD, Retirement Research Expert
Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert
Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC
David Armes, CFP®, Medicare Counseling

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Financial Services ExpertBruce McPherson, CRMP, Reverse Mortgage Expert

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

Aaron Benway, CFP®, MBA - Health Savings Account (HSA) Expert Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA InstituteBetty Meredith, CFA, CFP®, CRC® Advocate for Retirement Security of the Mid-MarketPeter Stahl, CFP®, CLTC®, CMFC®, President, Bedrock Business Results
David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, MorningstarCindy Hounsell, JD Women and Retirement Advocate and ExpertWilliam Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.Michael Sullivan, Retirement Communications Expert
Carol Bogosian, ASA, EA, MAAA, Retirement Risk Expert

David Kessler - Elder Fraud ExpertJohn E. Nelson - Purposeful Retirement Advocate, Author & Coach
Joe Tabers, CSP, Effective Presentations Skills and Retirement Counseling Skills Expert

Brad Breeding, CFP® - Retirement Planning & the Senior Living IndustryAnnalee Kruger, President, Care Right Inc.Peter Neuwirth, FSA, FCA, Fellow, Society of Actuaries

Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert

Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income ExpertRobert Laura, CPRC, Retirement ActivistGreg Prost, CFA, Bond Investing ExpertLili Vasileff, CFP®, MAFF, CDFA® - President, Divorce and Money Matters, LLC
Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert

Cindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting

Wade D. Pfau, Ph.D., CFA, Professor of Retirement IncomeMary Willett, CRA®, CRC®, Public Sector Defined Contribution and Defined Benefit Plan Expert
Michael Falk, CFA, CRC®, Behavioral Finance Expert & Retirement ContrarianAlexandra Macqueen, CFP® - Personal Finance Author & ExpertRoy Ramthun, MPH, Health Savings Account (HSA) ExpertAmber Woodland, Esq., Elder Law Expert
Erin Fisher, President of Find Medicare PlansManish Malhotra, MBA, Expert on Retirement Income Planning Software

Event Speakers only - available through the Retirement Speakers Bureau
Michael Finke, PhD, CFP®, Retirement Investing Expert

Rex Hogue, Attorney, Estate Law ExpertAnna Rappaport, FSA, MAAA, Post-retirement Needs and Risks Thought LeaderAndrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement
Robert Keebler, CPA/PFS, MST, AEP, CGMA, Estate Tax and Retirement Distribution PlanningDr. William Reichenstein, CFA, Social Security Strategies ExpertSteven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, Experienced Retirement Presenter for Consumers
John Salter, PhD, CFP, AIFA, Standby Reverse Mortgage Expert
Dr. Katy Votava, President, and founder of®