Bring ARPI's Expertise
to Your Next Event
ARPI's faculty presents to thousands of financial professionals every year — at national conferences, regional summits, and advisor training events. Book Cindi Hill or Todd Valles to deliver a presentation your attendees will reference for years.
Inquire About BookingChoose the Right Format for Your Event
Every engagement includes full preparation, custom slide decks tailored to your audience, and Q&A time. All fees are per speaker; travel expenses billed at cost.
Bring an ARPI speaker to your client appreciation events or prospect seminars. A credentialed expert on Social Security or Medicare adds genuine value for your audience — and positions you as the advisor who brings the experts to the room.
Focused, interactive sessions for smaller audiences. Deeper dives into specific topics with Q&A and real-world case discussion — ideal for attendees who want to walk away with actionable guidance.
Keynote-level presentations designed for large general-session audiences. Authoritative, engaging delivery that positions your conference as the premier destination for retirement income education.
Meet the Faculty
Practitioners who have spent their careers inside these disciplines — not generalists. Both speakers hold ARPI credentials and deliver curriculum the institute uses to certify thousands of financial advisors nationwide.
Cindi Hill
Cindi holds one of the deepest credential stacks in retirement income planning, backed by 33 years at TruStage consulting credit union investment programs and advisors nationwide on IRA strategy, Social Security, and Medicare planning. A national speaker at industry conferences and advisor events, she launched CKH Consulting LLC in 2025 before joining ARPI to oversee the NSSA® curriculum and continuing education. Her presentations balance regulatory precision with the practical, client-ready language advisors actually need.
Social Security Benefit Optimization
Maximize lifetime income through strategic claiming decisions — timing, spousal coordination, and the interplay of work history, PIA formulas, and delayed retirement credits. Attendees leave with a framework they can apply to any client scenario.
The Solvency of Social Security
An evidence-based look at the trust fund projections, what depletion actually means, and how advisors can confidently address the question every pre-retiree is asking. Separates political noise from actuarial reality.
Spousal & Survivor Benefit Strategies
Navigating the rules around spousal, survivor, and divorced-spouse benefits — and how to design claiming plans that protect clients who outlive their partners. Covers the key planning windows most advisors miss.
The Claiming Decision: Age 62, 70, and Everything In Between
Breaking down the break-even math, health considerations, cash flow needs, and the tax implications that determine the optimal claiming window for each client. Practical, case-driven, and immediately applicable.
Social Security & Tax Planning: The Hidden Intersection
How provisional income, the 85% taxation threshold, and Roth conversion sequencing interact with Social Security — and why ignoring this connection costs clients real money. A must-attend for advisors who integrate tax and income planning.
Want a Custom Topic?
Cindi regularly develops presentations tailored to a specific audience — from regional Social Security nuances to deep dives on the topics your members request most. If your attendees face a particular planning challenge, contact us to discuss a custom agenda built around it.
Discuss a Custom Presentation →
Todd Valles
Todd brings nearly a decade of experience as VP of Separate Account Sales at T. Rowe Price, working directly with annuity wholesalers at major carriers across the country. That front-line wholesaler experience — understanding precisely how advisors think about annuity products alongside Medicare and income planning — is the foundation of his ARPI presentations. He designs and delivers the IRMAACP™ certification curriculum and presents Medicare and IRMAA strategy to wholesaler teams and advisor audiences nationwide. His sessions are known for making complex Medicare mechanics accessible and immediately actionable.
IRMAA Avoidance Strategies
Proactive income management to keep clients below IRMAA thresholds — Roth conversions, capital gains timing, qualified charitable distributions, and distribution sequencing to protect Medicare premiums before and after retirement.
How IRMAA Works
A clear explanation of the Income-Related Monthly Adjustment Amount: the two-year lookback rule, the income brackets, the appeals process for qualifying life events, and the most common advisor mistakes that trigger unnecessary surcharges.
The Future of Medicare
Medicare's long-term funding pressures, the policy proposals being debated in Washington, and what advisors should be monitoring to keep client guidance current and credible. Data-driven and nonpartisan.
Medicare Part D & the New Drug Cost Landscape
How Part D works post-Inflation Reduction Act, the $2,000 out-of-pocket cap, formulary tiers, the Extra Help program, and how to guide clients in choosing the right drug plan at initial enrollment or during open enrollment.
Transitioning to Medicare: Avoiding the Costly Gaps
The rules, pitfalls, and planning opportunities when clients move from employer-sponsored coverage to Medicare — including COBRA timing, Part B enrollment windows, late-enrollment penalties, and coordination with HSAs.
Want a Custom Topic?
Todd regularly builds presentations around the specific Medicare and IRMAA scenarios your audience faces — wholesaler education, firm training days, and conference tracks all call for different angles. Contact us and we'll develop a session built around your group's real planning challenges.
Discuss a Custom Presentation →Ready to Book?
Tell us about your event — audience size, format, and preferred topics — and we'll confirm availability and send a speaker agreement within 48 hours.
All formats include a custom slide deck, pre-event call with event staff, and post-event CE documentation if applicable. Travel and lodging billed at cost.