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 50+ retirement-specific courses, $29 each or save when you become a member

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&reg, 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.

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 - EF - LM - SS - Z
Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility ExpertMichael Falk, CFA, CRC®, Behavioral Finance Expert & Retirement ContrarianAlexandra Macqueen, CFP® - Personal Finance Author & ExpertJohn Salter, PhD, CFP, AIFA, Standby Reverse Mortgage Expert
Matthew Allen, CEO, Social Security AdvisorsErin Fisher, President of Find Medicare PlansManish 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 ExpertMary Beth Franklin, CFP® Expert on Social Security Claiming StrategiesRon 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 ForceBruce 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-MarketKevin 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 ExpertJohn E. Nelson - Purposeful Retirement Advocate, Author & Coach
Michael Sullivan, Retirement Communications Expert
Nyal Bischoff, Independent Long Term Care SpecialistStephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA InstitutePeter 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, MorningstarCindy Hounsell, JD Women and Retirement Advocate and ExpertGreg Prost, CFA, Bond Investing ExpertSandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert

Carol Bogosian, ASA, EA, MAAA, Retirement Risk Expert

David Kessler - Elder Fraud ExpertWade D. Pfau, Ph.D., CFA, Professor of Retirement IncomeLili Vasileff, CFP®, MAFF, CDFA® - President, Divorce and Money Matters, LLC
Brad Breeding, CFP® - Retirement Planning & the Senior Living IndustryAnnalee Kruger, President, Care Right Inc.Roy Ramthun, MPH, Health Savings Account (HSA) ExpertSteve Vernon, FSA, Expert in Strategies that Integrate DC Plans, Social Security, QLACs
Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income ExpertCindy Levering, EA, Former Senior Vice President and Consulting Actuary at Aon Consulting

Anna Rappaport, FSA, MAAA, Post-retirement Needs and Risks Thought LeaderMary 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 LawAmber 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 ExpertDr. William Reichenstein, CFA, Social Security Strategies ExpertDr. Katy Votava, President, and founder of®
Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, Experienced Retirement Presenter for Consumers
Zmistowski, Michael, RFC, CRC®, Retirement Income Planning Expert

Click here or on the icon to the right to ask the presenter your question!

Ask your question to the presenter of this webinarEach 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.