Simplify Your Retirement
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    • Lee’s Summit, MO
    • Worcester, MA
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Meet the Instructors

For many in retirement, the fear of dying seems to be replaced by the risk of outliving one’s income. Simplify Your Retirement instructors inform consumers of retirement best practices to help mitigate those concerns, allowing you to grasp complex options for retirement better by simplifying the process. Our instructors understand everyone will have a different retirement income strategy based on their goals and situation, and will help you develop a plan that works best for your unique circumstances.

Robin Hofheinz Easton, MA
Stephen Stricklin Parkville, MO
Gerry Dougherty Worcester, MA
Shari Bevan Greenville, SC
Kirt Carstens Spencer, IA
Matt Green Papillion, NE
Mike Gray Fort Collins, CO
Stephen Caruso Queens, NY
Brian Baacke Sarasota, FL
Karin Botelho Sarasota, FL
Jay Bowers Gainesville, GA
Kevin Campbell Bellevue, WA
Chase Thomas Park City, UT
Nyles Gentz Saint Cloud, MN
Glen Wantje McKeesport, PA
Patrick Ginefra Newark, DE
Michael Kirschling Marshfield, WI
Paul Goenner Stevens Point, WI
Sam Mikhail Glendale, CA
Lynn Bridges St. George, UT
Michael Nash Sioux City, IA
Dan Stockemer Wichita, KS
Manos Cito Wall, NJ
John Hays Pearl, MS
Francisco Martinez Rockville, MD
David Sandhu Hurst, TX
Douglas Haig Alexander Richmond, VA
Roger Strege Anoka, MN
Mark Cain Billings, MT
Mike Owens Omaha, NE

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The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.

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