Financial Speakers

Home » Speaker by Topic » Retirement Planning

	MITCH ANTHONY	Details
	Mitch Anthony is the industry leader in relational skills development. No matter what stage of growth your practice is at, whether you're just starting out or a seasoned veteran, he has developed a program that will help add quality and depth to your practice. TRAVELS FROM: Minnesota FEE CATEGORY: C ($10.5 to 15k)


	MARK BLUMENTHAL	Details
	Mark Blumenthal is the Chairman of Family Office Services group and Senior Real Estate and Private Equity/Venture Capital Tax Partner with a leading CPA/Consulting firm. He serves as a strategic advisor to affluent families, family offices, mature private businesses and private equity/venture capital funds. TRAVELS FROM: Illinois FEE CATEGORY: B ($5.5 to 10k)


	STEFF CHALK	Details
	Steff C. Chalk is founder and president of CHALK 401(k) Advisory Board, Inc. Since 1995 CHALK 401(k) Advisory Board has served in a fiduciary capacity to over $10 billion of retirement plan assets. Mr. Chalk has over 25 years experience in the financial industry and has also served as consultant to a global consultancy and Fortune 500 Companies. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	MARK COLGAN	Details
	As the CEO of Plan Your Legacy LLC, Mark Colgan implements the strategic goals and objectives of the organization as well as gives direction and leadership toward the achievement of the organization's philosophy, mission, strategy, and its annual goals and objectives. Mark is a sought-after national speaker and trainer for both individuals and professional planners on the topic of legacy planning. His articles have appeared in many national publications and he's been cited in several national media. TRAVELS FROM: New York FEE CATEGORY: B ($5.5 to 10k)


	KEN DYCHTWALD	Details
	Over the past 30 years, Ken Dychtwald, Ph.D. has emerged as the country's foremost visionary regarding the lifestyle, marketing and workforce implications of the "age wave." Ken is a psychologist, gerontologist and author of 10 books on aging related issues, TRAVELS FROM: California FEE CATEGORY: F ($25.5k and higher)


	KATHRYN GARNETT	Details
	Kathryn Garnett has developed and presented seminars and workshops throughout the United States and Canada on all aspects of Life and Retirement Planning. Her workshops encompass the many facets of planning for a rich future - from financial, lifestyle and spiritual standpoints. TRAVELS FROM: Washington FEE CATEGORY: A ($5k or less)


	TOM GAU	Details
	Tom Gau has been recognized as a uniquely knowledgeable and motivational speaker on topics relating to tax planning, financial planning and retirement planning. He has received wide public acclaim for his 2-Day Financial Advisor Boot Camp, which has assisted Financial Advisors from all across the country to skyrocket their production! Tom is also a consultant for various companies throughout the United States and Canada and is also a personal coach for Financial Advisors as well. TRAVELS FROM: Oregon FEE CATEGORY: C ($10.5-15k)


	DENNIS HABER	Details
	Dennis Haber is one of the leading originators of reverse mortgages in the State of New York. He is an attorney, Certified Senior Advisor (CSA) and Executive Vice President of Senior Funding Group in Hicksville, NY. His book, Piggy Bank Your Home For A Better Today & Tomorrow makes reverse mortgages easy to understand TRAVELS FROM: New York FEE CATEGORY: A ($5,000 or less)


	KAREN HENDERSON	Details
	Karen Henderson is a well-known and respected educator, speaker, writer, publisher, media commentator and consultant in the field of long term care for the elderly who has spoken across Canada and in the U.S. As part of the Caregiver Consortium, she co-created and co-produced Caregiving with June Callwood, a 13-part TV/video series on aging and caregiving and The Aging and Caregiving Resource Guide. TRAVELS FROM: Ontario, Canada FEE CATEGORY: A ($5k or less)


	JOHN HUGGARD	Details
	John Huggard is an Alumni Distinguished Professor at North Carolina State University where he teaches introductory and advanced courses in personal finance. He is a member of the University's Academy of Outstanding Teachers. His research projects deal with variable annuities. TRAVELS FROM: North Carolina FEE CATEGORY: B ($5.5-10k)


	JIM JORGENSEN	Details
	Jim Jorgensen can address a wide range of topics and deliver your message in a humorous and motivating way. Nationally known author, host of a nationwide radio show, and radio and television personality he can keep your audience on the edge of their seat. His humor and motivation of how he grew up poor in Omaha with Warren Buffett and how anyone can get rich with a few bucks a day while they take out the garbage has made Jim one of the most sought after speakers in America. TRAVELS FROM: California FEE CATEGORY: B ($5.5-10k)


	MICHAEL KITCES	Details
	Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $500 million of client assets. He is an active writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. TRAVELS FROM: Maryland FEE CATEGORY: A ($5k or less)


	JIM LANGE	Details
	James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I've ever read. It works! TRAVELS FROM: Pennsylvania FEE CATEGORY: B ($5.5-10k)


	STEVE LEIMBERG	Details
	Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania, and Publisher of Leimberg Information Services, Inc. which provides e-mail based news, opinion, and information for tax professionals. TRAVELS FROM: Pennsylvania FEE CATEGORY: D ($15.5 to 20k)


	EDIE MILLILGAN	Details
	Edie Milligan brings her down-to-earth message of financial struggles, strategies and successes to audiences across the country. As the nation's leader in combining the best practices from the fields of social work and financial planning, Edie motivates and entertains audiences in ways that no other financial speaker can. She has been featured in Money Magazine, Family Circle, Women's Day, Good Housekeeping, EAPA Exchange, Hr Exec and has been interviewed on CNBC, CNNfn and numerous radio talk shows. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	SALLY MULHERN	Details
	Sally Mulhern received her law degree in 1982 from Cornell Law School, and her undergraduate degree, summa cum laude, Phi Beta Kappa, from Boston College in 1979. She is a founding partner in the law firm of Mulhern & Scott PLLC, with an office in Portsmouth, New Hampshire. Sally concentrates in sophisticated estate planning techniques, is a Fellow of the prestigious American College of Trust and Estate Counsel, and has been selected by her peers as one of Woodward & White's The Best Lawyers in America. TRAVELS FROM: New Hampshire FEE CATEGORY: B ($5.5-10k)


	JIM OTAR	Details
	Jim Otar is a financial planner, a professional engineer, a chartist, a financial writer and founder of retirementoptimizer.com. His past articles on retirement planning won the CFP Board Article Awards in 2001 and 2002. Jim’s expertise stems from applying his engineering and technical analysis background to retirement planning. He is the Author of High Expectations & False Dreams – One Hundred Years of Stock Market History Applied to Retirement Planning. He gives seminars and workshops in Advanced Retirement Planning. TRAVELS FROM: Canada FEE CATEGORY: A ($5k or less)


	DON SILVER	Details
	Don Silver is a personal finance columnist, writer, editor and the author of eight highly praised books. As a regular ongoing columnist on Quicken.com's Retirement Channel and Mircrosoft's MoneyInsider, Silver wrote about important personal finance and retirement topics with a wry sense of humor. TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	ED SLOTT	Details
	Ed Slott was named as The Best source for IRA advice by The Wall Street Journal and called America's IRA Expert by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker. Ed regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, TRAVELS FROM: New York FEE CATEGORY: C ($10.5 to 15k)


	BARBARA STANNY	Details
	Barbara Stanny is a woman on a mission. That mission is to motivate women to become financially empowered. Barbara grew up relying on her father (the 'R' of H&R Block), then her husband, to manage her money. But a devastating financial crisis became a personal wake-up call. Her journey to financial independence is inspiring. TRAVELS FROM: Washington FEE CATEGORY: C ($10.5 to 15k)


	KEN UNGER	Details
	Ken Unger is an experienced and respected motivational educator and trainer known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is well recognized by audiences nation-wide for sharing efficient practice management strategies and effective sales and marketing ideas. While Ken is highly esteemed for his ability to explain everything from financial products to sales techniques with strength and clarity, he is most known for his infectiously high energy levels. TRAVELS FROM: California FEE CATEGORY: B ($5.5-10k)


	STEVE VERNON	Details
	Steve Vernon integrates two practices with his rest-of-life seminars and workshops, which creates a holistic approach: 1. 30 years of financial analysis and research as a consulting actuary, including two books on retirement issues, and 2. 13 years studying human potential, including attaining a 2nd degree black belt in aikido. TRAVELS FROM: FEE CATEGORY: B ($5.5-10k)


	GINITA WALL	Details
	Co-founder of WIFE.org and originator of the acclaimed Second Saturday program ("What Women Need to Know About Divorce"), Ginita Wall is a financial expert and columnist for iVillage.com, CNBC.com, Cox Interactive Media, as well as an advisor for the General Electric Center for Financial Learning and Divorce Magazine. TRAVELS FROM: California FEE CATEGORY: B ($5.5-10k)

Register each time you visit us! Prizes are amazing!

New Page 1


Steve Gilliland Leadership	Barbara Hemphill Time Management

Dr. Kerry Johnson Selling to the Affluent	Roger Selbert Economist

Kip Gregory Technology	Allyson Lewis Motivator & Educator

HOT FINANCIAL SPEAKERS FOR 2007

Joining Our Line-up of Speakers

Michael Broome - Leadership expert, his topic Be a People Power Person!: Leadership, Service, and Teamwork is a sure winner with any crowd.

Marcie Callan - Marketing specialist and creator of the "Do It Yourself" Marketing audio program.

Kevin Carroll - Professional speaker, trainer and facilitator. His passion is helping his clients think creatively and communicate persuasively.

Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

Bob Harrer - Author of The San Andreas is Not My Fault. Presentation topic: Networking without a Net.

Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

Request Our Free FINANCIAL FORUM Catalogue

To receive your copy, email info@financialspeakers.com and enter your mailing information.