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Retirement Education and Training Resources

Retirement Education and Training Resources

Courses by leading experts to help you plan, protect and provide retirement income.

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Retirement Smart Presenters and Speakers

Retirement Smart’s 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 accumulated wealth of knowledge of our speakers direct to your desktop, tablet, and phone!  Our speakers are dedicated to helping clients, employees, and individuals achieve the retirement they deserve. Our goal is for you to access unbiased, practical education by experts who do not sell financial products and who truly care about you making informed retirement decisions. 

Learn more about the speakers in our Retirement Smart Courses
by clicking on their name below. 

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

 

A - LMN-Z
Brad Breeding, CFP® – Expert on Retirement Planning and the Senior Living Industry
Brad Breeding, CFP® – Retirement Planning and Senior Living
Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert
Bob Mauterstock, CFP®, ChFC, CLTC - Eldercare Expert
Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert
Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert
Michael Falk, CFA, CRC® – Behavioral Finance Expert - Retirement Contrarian
Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian
Paul Malley, President, Aging with Dignity
Paul Malley, President, Aging with Dignity
Peter Stahl, CFP®, Founder, Bedrock Business Results; WealthWatch
Peter Stahl, CFP®, Founder, Bedrock Business Results; WealthWatch
Shelley Giordano, Chair of the Funding Longevity Task Force
Shelley Giordano, Chair of the Funding Longevity Task Force
Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market
Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market
Lili Vasileff, CFP®, MAFF, CDFA® - President, Divorce and Money Matters, LLC
Lili Vasileff, CFP®, MAFF, CDFA® - President, Divorce and Money Matters, LLC
Robert Laura, CPRC, Retirement Activist
Robert Laura, CPRC, Retirement Activist
William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.
William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.


Noting your preferences on the second page will allow us to most effectively match you to the best speakers available for your event.


 

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