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 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.
- Learn more about the 60+ 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 - F||F - M||M - R||S - Z|
|Retirement Resource Center professional and consumer course presenters|
|Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert||Mary Beth Franklin, CFP® Expert on Social Security Claiming Strategies||Paul Malley, President, Aging with Dignity||Barry Sacks, PhD, JD, Certified Specialist, Taxation Law|
|Matthew Allen, CEO, Social Security Advisors||Shelley Giordano, Chair of the Funding Longevity Task Force||Ron 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 Expert||Mathew 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 Expert||Bruce 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 Institute||Betty Meredith, CFA, CFP®, CRC® Advocate for Retirement Security of the Mid-Market||Peter Stahl, CFP®, CLTC®, CMFC®, President, Bedrock Business Results|
|David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar||Cindy Hounsell, JD Women and Retirement Advocate and Expert||William 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 Expert||John 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 Industry||Annalee 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 Expert||Robert Laura, CPRC, Retirement Activist||Greg Prost, CFA, Bond Investing Expert||Lili 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 Income||Mary Willett, CRA®, CRC®, Public Sector Defined Contribution and Defined Benefit Plan Expert|
|Michael Falk, CFA, CRC®, Behavioral Finance Expert & Retirement Contrarian||Alexandra Macqueen, CFP® - Personal Finance Author & Expert||Roy Ramthun, MPH, Health Savings Account (HSA) Expert||Amber Woodland, Esq., Elder Law Expert|
|Erin Fisher, President of Find Medicare Plans||Manish 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 Expert||Anna Rappaport, FSA, MAAA, Post-retirement Needs and Risks Thought Leader||Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement|
|Robert Keebler, CPA/PFS, MST, AEP, CGMA, Estate Tax and Retirement Distribution Planning||Dr. William Reichenstein, CFA, Social Security Strategies Expert||Steven 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 GOODCARE.com®|