Our Experts

Distinguished Faculty

Learn from the industry’s most respected elder planning professionals.

Susan Turnbull

Personal Legacy Advisors Legacy planning and ethical will development expert.

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step…

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Annalee Kruger

Plan4Life, LLC Co-founder and pioneer in comprehensive elder planning approaches.

Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC’s) for 22 years. Families were constantly blind-sided and ill-prepared for medical crisis…

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Bob Mauterstock

CFP® - Plan4Life, LLC Co-founder with specialized expertise in elder planning strategies and family dynamics.

Coaching families and their financial advisors to learn the skills necessary to live fruitful lives Bob Mauterstock is an accomplished speaker, author and sought-after authority on the financial concerns of…

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Robert Powell

CFP®, RMA® - Yahoo Finance and MarketWatch Financial journalist and educator specializing in retirement and aging issues.

Robert Powell, CFP®, is the editor and publisher of Retirement Daily on TheStreet. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments…

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Terry Bradford-Crane

Bradford-Crane Co. Family dynamics and communication specialist for financial planning.

Terry Bradford-Crane is a CERTIFIED FINANCIAL PLANNERTM practitioner and investment advisor with over 20 years of experience associated with the financial services industry as a financial advisor (CFM) and registered representative,…

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Marcia Mantell

Mantell Retirement Consulting, Inc. Social Security optimization and retirement income planning specialist.

For nearly 30 years, Marcia Mantell has helped the country’s foremost financial services firms and their advisors increase their knowledge of complex retirement concepts and regulations. She has a remarkable…

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Paul Malley

Aging with Dignity Expert in advance directives and end-of-life planning.

Paul Malley joined Aging with Dignity in 1998 and was named its President in 2002. In addition to directing Aging with Dignity’s day-to-day activities, Malley also has guided the efforts…

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Carroll Golden

C. Golden Consulting, LLC Specialist in Medicare planning and healthcare navigation for seniors.

Carroll Golden is a forward-thinking organizational consultant in the healthcare and insurance marketplace and is recognized by industry peers for her contributions in the extended and long-term care insurance (LTCI)…

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Harry S. Margolis

Margolis & Bloom Elder law attorney with expertise in long-term care planning and legal protections.

Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. His leadership in…

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Anna M. Rappaport

Anna Rappaport Consulting Leading expert in retirement security and aging workforce issues. Former President of the Society of Actuaries.

Anna M. Rappaport, F.S.A., M.A.A.A. founded Anna Rappaport Consulting in 2005 after retiring from Mercer. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized…

Our Experts

Distinguished Faculty

Susan Turnbull

Annalee Kruger

Bob Mauterstock

Robert Powell

Terry Bradford-Crane

Marcia Mantell

Paul Malley

Carroll Golden

Harry S. Margolis

Anna M. Rappaport

Faculty Expertise Areas

Elder law and legal protections

Healthcare planning and Medicare optimization

Family meeting facilitation

Long-term care strategies

Social Security maximization

Legacy and values transfer

Marketing elder planning services

Building professional networks