All posts in Personal Finance

Suze Orman

By admin | 01/2012 | Authors, ECONOMY, Investing, Motivation, Music/Radio/TV/Movies, Personal Development, Personal Finance, Retirement, Spouse Programs, Women's Issues | Comments Off

Foremost financial advisor, host of The Suze Orman Show on CNBC and New York Times bestselling author Suze Orman is a world-renowned motivational speaker who speaks annually to over 100,000 people in the United States, South Africa & Asia. In 2007, Business Week named Orman the top female motivational Speaker in the U.S., and in 2010, she was named one of the world’s most powerful women by Forbes magazine. Suze has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. Read more…

Natalie Choate

By admin | 01/2012 | Authors, Investing, Law, Personal Finance, Retirement, Risk Management, Tax, Tax Reform | Comments Off

Natalie Choate, an estate planner and retirement benefits attorney, is author of Life and Death: Planning for Retirement Benefits and The QPRT Manual, both leading resources for estate planning professionals. She is America’s leading speaker on estate and distribution planning for retirement benefits and has taught hundreds of seminars to audiences who want to get the most out of their IRAs, 401(k)s and other retirement plans. Learn what’s new and what’s on the horizon in estate and distribution planning for retirement as Choate explains what Congress and the IRS have done for (or to) our retirement benefits. Read more…

Clark Winter

By admin | 10/2011 | Asia, BUSINESS, Economic Outlook, ECONOMY, Emerging Markets, Financial Markets, Future Trends / Futurists, Global Economy/Trade, Investing, Latin America, Mergers & Acquisitions, Personal Finance, Risk Management, The Market, The Middle East | Comments Off

Clark Winter is an internationally known commentator on the world economy, global financial markets and geopolitics. He founded Winter Capital International, an independent advisory firm that structured multi-manager portfolios by harnessing the talents of independent investment managers working worldwide; the company was later acquired by Citigroup. Winter also served as the chief global investment strategist for Citigroup Global Wealth Mgmt, Citi Private Bank, Smith Barney and Goldman Sachs & Co as managing director and director of portfolio strategy. Read more…

Mark Goldstein

By admin | 01/2011 | Aging, Authors, Change, Demographics, Future Trends / Futurists, Healthcare/Pharmaceutical, Leadership, Personal Finance, Retirement, Society & Culture | Comments Off

As one of the most respected voices in the Age-Aware community, Mark Goldstein has over 25 years of experience in the field of aging and its implications and opportunities. As one of the co-founders of Age Wave, along with Dr. Ken Dychtwald, he has conducted cutting edge research. His list of clients includes the top names in Fortune 1000 as well as many of the largest hospitals and health care systems in America and Europe. Mark covers the demographic, lifestyle, and psychographic trends of the aging boomer and the mature market like few others can, providing a wonderful balance of inspiration, information, and insight. Goldstein’s additional topics include financial services, retail, consumer products, healthcare, travel and tourism, and human resources. Read more…

Maddy Dychtwald

By admin | 01/2011 | Authors, BUSINESS, Change, Emerging Markets, Future Trends / Futurists, Healthcare/Pharmaceutical, Influence, Investing, Marketing, Personal Finance, Retirement, Spouse Programs, Women's Issues | Comments Off

Maddy Dychtwald, a leading authority on generational marketing and demographics, is co-founder and senior vice president of the premier think-tank Age Wave, Inc. In this capacity she analyzes and forecasts trends related to the baby boomer and over-50 populations, providing audiences with a thumbnail sketch of what the future will look like as the current crop of boomers ages, and, more importantly, how these demographic trends will influence the economy. Drawing on more than 15 years of research and analysis, Dychtwald’s presentations combine demographic facts with savvy business acumen. Read more…

Brett King

By admin | 01/2011 | Authors, Banking, BUSINESS, Change, Consumer Trends, Cyber-security, E-Commerce, Economic Outlook, ECONOMY, Emerging Markets, Financial Markets, Future Trends / Futurists, Generation X and beyond, Global Economy/Trade, Globalization, HUMAN RESOURCES, Information Technology, Innovation, Personal Finance, Retail, Social Media, TECHNOLOGY, Technology | Comments Off

Brett King is the best-selling author of the groundbreaking book Bank 2.0 and strategic advisor to the global financial services sector. He is an International Judge for the Asian Banker Retail Excellence Awards and for the Middle- East Business Achievement Awards. A keynote speaker at leading global events for financial services and innovation, King is an acknowledged expert on innovation, customer experience and channel distribution strategy including understand the fundamental shifts in consumer behavior. King publishes regularly in his role as industry advisor on Huffington Post, Internet Evolution, FinExtra and his own personal blog Banking4Tomorrow.com. Read more…