ExpertClick Speaker
ExpertClick
YearBook of Expert
Home > Experts > Retirement

Retirement
RSS Get RSS
Yearbook of Experts® member profiles
Greg Womack -- Oklahoma Financial Adviser
Click to see complete Profile
Click to Contact
About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his d...
Christopher Carosa
Click to see complete Profile
Click to Contact
About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
Barbara Morris - Pharmacist - Writer - Aging Issues
Click to see complete Profile
Click to Contact
About: Barbara Morris, R.Ph., is a pharmacist and expert on unique anti-aging strategies. Author of The New Put Old on Hold, her message is for Boomers and others who want to feel and function as as well or better than they do now for another 25 years or more.
Dorian Mintzer, Ph.D. BCC -- Retirement Expert
Click to see complete Profile
Click to Contact
About: Dorian (aka Dori) Mintzer, M.S.W., Ph.D.,BCC, is a Licensed Psychologist, Board Certified Coach and Retirement Expert. She provides Speaking, Workshop Facilitation, Psychotherapy, Career, Life and Retirement Transition Coaching, Couples Relationship Coaching and Executive Coaching. She is a member of the National Speakers Association and the Life Planning Network. She is a sought after speaker and workshop facilitator. She's been featured on The Today Show, ABC Evening News and NPR as well as in a variety of media such as the WSJ, NYTimes, USAToday, Washington Post, Forbes.com and the Fiscal Times. She facilitates workshops and speaks to community and professional groups on topics such as the changing landscape of retirement, mid-life issues for individuals and couples, psychology of money, spirituality, and positive psychology/positive aging. She is co-author of The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together and a contributor to a number of additional books.
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
Click to see complete Profile
Click to Contact
About: Jerry Cahn, J.D, PHD is a future-focused serial entrepreneur who has a passion for identifying people’s current and future needs and building systems to help them overcome restrictions and limitations that are limiting you. He devotes his energy to helping adults unleash their potential with 'Age Brilliantly': a community 24/7 interactive platform for people who want to lead fulfilling 100-year lives. It helps members make better decisions about the 6 Life Essentials - health, finance, relationships, passion, purpose and time mastery, as well as applications such as career, learning, travel and leisure. Members come for information, inspiration, resources, support and tools. In addition, Dr. Cahn still operates Mentoring Internships through which he's guided 650+ interns to help them make better career decisions by obtaining real-world experience. Join the movement for a fulfilling 100-Year life at www.agebrilliantly.org
Dean McClelland - Tontine Trust
Click to see complete Profile
Click to Contact
About: Dean is The Founder/CEO of Tontine Trust, the first modern tontine operator in over a century serving members around the globe. Since 2017 he holds patents for the operation of digital tontine platforms and has been featured in the TV and media including Bloomberg, Real Vision TV and the Financial Times among many others. His background includes computer programming, biometric identities, investment banking, structured finance, fund management and insurance/re-insurance finance. Unlike the academics in the Tontine / Retirement Income Space, Dean's primary focus is on expanding the globally accessibility of Tontine Trust's services which are already solving practical problems faced by pre and post retirement savers concerned about how to maintain their lifestyles.
Bob Boylan --4 Ideas with Actionable Wisdom' and 'Retirement
Click to see complete Profile

About: About Bob Boylan: Bob Boylan is a presentation skills trainer and professional landscape photographer with a zest for life. He has been self-employed since the age of thirty-one. He founded Success...
 

Recent News Releases
 Date HeadlineParticipant Name
icon_pdf
12/31/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_pdf
10/13/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_pdf
07/02/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_text
04/30/2025
Dorian Mintzer, Ph.D. BCC -- Retirement Expert
icon_text icon_movie
04/06/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_pdf
04/03/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_text
01/20/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_text
01/07/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_text
10/28/2024
Greg Womack -- Oklahoma Financial Adviser

Blog Posts
 Date HeadlineParticipant Name
icon_text
05/19/2026
What The Dot-Com Crash Still Teaches 401k Fiduciaries About The AI Stock Craze Christopher Carosa
icon_text
05/19/2026
Washington’s Gamble – The Sullivan–Clinton Campaign Christopher Carosa
icon_text
05/16/2026
Future Proof Your Skills in the Age of AI Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_text
05/14/2026
The sure way to avoid pension inheritance tax: Live like a Tontiner and Die with Zero. Dean McClelland - Tontine Trust
icon_text
05/14/2026
What Important Retirement Savings Problem Do Trump Accounts Miss? Christopher Carosa
icon_text
05/13/2026
The Importance of Rituals and Gathering With Bruce Feiler Dorian Mintzer, Ph.D. BCC -- Retirement Expert
icon_text
05/13/2026
Stay Relevant by Continuing to Adapt Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
icon_text
05/12/2026
Tontine Trust Funds: The Opposite of Life Insurance, by design Dean McClelland - Tontine Trust
icon_text
05/12/2026
Tontine News from around the world Dean McClelland - Tontine Trust
icon_text
05/12/2026
Trump IRA Access May Be Solving The Wrong Problem Christopher Carosa




Founded 1984 | Copyright © 2026 Broadcast Interview Source, Inc. All Rights Reserved