Income Planning

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Speakers

How do you take the investments in your retirement plan and use them to generate a reliable stream of lifetime income? Our reliable income planning speakers help provide tools & strategies to provide your clients with the best possible chance of achieving their desired results based on their needs.

Colette Gray

The Reverse Mortgage Specialist Who Helps Financial Professionals Helps Their Clients Successfully Age in Place

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Peter Stahl

Equipping Financial Professionals to Handle: Medicare, Long Term Care & Income Solutions for a Health Care Coverage Plan

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Sameer S. Somal, CFA, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Jamie Hopkins, ESQ., MBA, LLM, CLU®, RICP®

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

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Curtis Cloke, CLTC, LUTCF, RICP

Curtis Cloke is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning

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