Speaking
Get the Tax Nerd Talking
Turning complex retirement tax strategies into understandable concepts that stick to help forward-thinking financial advisors take a solutions-driven approach to every engagement.
Retirement planning is complicated, but it doesn’t have to be boring.
At HLS Retirement Consulting, our mission is to serve as a trusted partner to forward-thinking financial advisors. With over 50 years of dedicated experience in the financial services industry, we provide advisors with the resources they need to deliver exceptional retirement planning and advisory services to their clients.
Speaking and engagement opportunities are among the best ways to impact the industry.
Heather is frequently asked to speak at industry events, radio and TV programs, and webinars. She is often quoted in financial publications such as USA Today, Forbes, MarketWatch, Investors’ Business Daily, Ed Slott’s IRA Advisor, and Retirement Daily.
Heather is a fun and engaging speaker. She has become an expert in turning complex retirement tax strategies into understandable concepts that stick and is committed to helping financial advisors navigate the complexities of retirement planning, ensuring they can meet their clients’ needs with confidence and clarity.
Heather is one of the best CE instructors I have ever heard. She packs so much into her topics and explains them so well for the average person. She gave us a lot of material that we can use as a resource and for financial planning. Very applicable.
Navigating the Critical Ages of Retirement Income Planning Attendee
Rates for Speaking Engagements
Whether you’re planning a live or virtual event, Heather’s unique talent for breaking down complex ideas into digestible and actionable elements bring fresh and exciting insights to inspire and motivate your audience. Her ability to command the conversation with ease, expertise, and charisma ensures that your audience is captivated and engaged from start to finish.
Virtual - $5,000 – $7,000
Virtual speaking events start at $5,000.
Live - $9,000 – $11,000
Live speaking events start at $9,000 plus travel.
Most Requested Talks and Presentations
Strategic Claiming Conversations: Unlocking Social Security Autonomy for Every Life Stage
Building Social Security autonomy at every life stage can transform retirement outcomes—and it starts with a simple, repeatable process. Heather equips advisors with strategies that turn complex rules into clear, client-focused conversations. From singles to couples, divorcees to survivors, you’ll walk away with tools to strengthen trust, deepen engagement, and reinforce your role as the go-to resource for retirement income planning.
Before She Walks: Tailored Income Strategies to Engage and Retain Female Clients
By 2030, women will control an estimated $30 trillion in assets, yet too many leave their advisors when their needs aren’t understood or addressed. In this session, Heather reveals how to meet women where they are by tailoring income strategies to their unique life experiences — such as career breaks, caregiving, longevity risk, and survivor needs — so you can engage, retain, and truly serve this currently underserved yet valuable client base. Don’t be the reason she walks.
(Available as either a 1-hour overview or a 2-hour deep-dive.)
Milestones that Matter: Guiding Clients Through Retirement’s Most Critical Ages
Retirement isn’t a one-time decision; it’s a journey shaped by pivotal ages, some of which open doors to opportunities that can enhance retirement outcomes, while others signal caution to avoid costly missteps. In this session, Heather guides advisors through key milestones from 50 to 75, demonstrating how to transform age-triggered rules for Social Security, Medicare, and income planning into strategies that spark meaningful conversations and keep clients confidently on track.
(Best suited for 1-hour to 90 minute presentation slots)
From Misconceptions to Mastery: Social Security Strategies that Resonate
Social Security misconceptions can lead to costly mistakes and client confusion. Heather reveals the real story behind the most common misperceptions and equips advisors with actionable strategies to transform rules into confident, strategy-driven income conversations that deliver clarity and results.
(Best suited for a 90–120-minute presentation slot.)
Audiences All Over the Country Are Listening to Heather…
Reviews From Our Talk on Social Security and Medicare Planning With Ed Slott’s Elite IRA Advisor Group
When it comes to Social Security and Medicare planning, Heather Schreiber is the speaker you want. Heather presented at our financial advisor program to rave reviews from some of the most highly educated and knowledgeable financial planners and tax advisors in the country. These are seasoned advisors – a tough audience – who are not easily impressed and often challenge our speakers with high-level questions. Heather dominated the discussion. Her confidence and knowledge level had our advisors trying to keep up! They loved her presentation style and were impressed with Heather’s vast knowledge.
Ed Slott, CPA
Founder and CEO of Ed Slott and Company
I thought I knew a lot and she surprised me. I got her card and will be calling for help.
Heather’s presentation was current and the topics and examples brought to mind specific client cases I am currently working on.
I wish I could take a course to know as much about Social Security as Heather does. I feel like I retained the tip of an iceberg, and would like to know this area as well as she does.
Heather Schreiber
Turning complex strategies into easy-to-understand terms for over 30 years.
A nationally recognized educator and speaker, Heather serves as an adjunct instructor for Surgent CPE and the All-Star Tax Series, sponsored by Edward Jones and as an industry expert with The American College of Financial Services’ Knowledge Hub+ platform, where she shares actionable guidance that bridges technical precision with real-world application. She is also the author and Editor-in-Chief of Heather Schreiber’s Social Security Advisor, a nationally distributed publication that helps advisors turn complex rules into strategic, credibility-enhancing insights.
Her expertise spans Social Security and Medicare planning, tax-efficient retirement income strategies, IRA distribution planning, legacy and estate coordination, and advanced tax mitigation techniques. In 2022, Heather was honored with the NAFA Pillar Award for Outstanding Contributions in Annuity Education.
Off the clock, Heather calls Woodstock, Georgia home, where she and her husband, Eric, enjoy a bustling family that includes two sons, two daughters, and four furry sidekicks. Having recently joined the ranks of America’s 63 million family caregivers, Heather shares her journey caring for her mother, who is living with Alzheimer’s and dementia. Through her writing, she offers empathy, perspective, and a touch of humor to others walking a similar path. Whether hiking a trail, speaking to an audience, or supporting an advisor behind the scenes, Heather’s signature blend of technical expertise, human connection, and heart for service continues to make her a trusted voice in the evolving world of retirement income planning.
Delight and Educate Your Audience
Email us to inquire about booking a speaking engagement with Heather Schreiber for your next event, webinar, or podcast.