Jamie Patrick Hopkins is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income
Read MoreCurtis Cloke is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning
Read MoreJim Lange, CPA/JD, is the President of 3 interrelated companies that provide legal and financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a law firm that limits its practice to estate planning, the drafting of wills […]
Read MoreFaisal is a retirement income and investments analysis expert, who has worked closely with Moshe Milevsky and played an influential role in the development of PrARI™ which is an analytical approach to product allocation for retirement income
Read MoreJohn Huggard is a sought after expert witness in securities cases and a nationally recognized speaker on the topic of variable annuities.
Read MoreManish Malhotra launched Income Discovery to develop innovative solutions addressing the retirement income planning challenge
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