Advisory Board

Martha Shedden, a co-founder of our organization, is passionate and enthusiastic about educating financial professionals and retirees on the details of Social Security income planning, the foundation and first step to creating a financially secure retirement plan. Martha is certified as a Chartered Retirement Planning Counselor (CRPC), through the College of Financial Planning. Through her business, Shedden Social Security and Retirement Planning, she helps retirees create financial plans they can rely on throughout their retirement years. Trained and practicing as a professional engineer for over 30 years, she enjoys the detailed, problem solving aspect of Social Security income planning and sharing that knowledge with others. Martha has over six years of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountancy professionals. She is the author of numerous Social Security white papers, seminar presentations and articles in financial publications. Martha is the contributing author and presenter of the webinar Social Security Planning, An Essential Element in Attracting Female Clients on the BrightTALK Thought Leadership for Financial Advisors channel. She is a Professional Continuing Education Instructor with various national providers specializing in women's Social Security income planning and retirement.

Michael Rosedale, a co-founder of our organization, has been a licensed Certified Public Accountant in New York State since 1984. He holds a Master of Business Administration (MBA) in Accounting from Hofstra University. For over 30 years, Michael has remained an active CPA providing small businesses and individuals tax compliance and advisory services. He is currently the managing partner in the firm Rosedale and Drapala CPAs. Through their small business tax division, CPA Tax Partners, the firm provides tax services to businesses and individuals throughout the U.S. Michael has been an advisor and consultant to companies that seek to establish successful marketing strategies for introducing new products, technology and services to the CPA and accounting profession. He founded CPAdirectory.com in 1999, the first national online membership directory of the CPA Profession. He founded and subsequently sold 1800Accountant.com. With the federal regulation of the tax preparation industry in 2011, Michael believed there was an opportunity and need for a national directory of all registered tax professionals. He created PTINdirectory.com which remains the only comprehensive national online directory with over 700,000 federally registered tax preparers. The directory is used by local and federal agencies, individuals and business owners to find a tax preparer that has been issued an IRS Preparer Tax Identification Number (PTIN).

Laurence Kotlikoff is a William Fairfield Warren Distinguished Professor and a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning Inc., a company specializing in financial planning software, and the Director of the Tax Analysis Center. Laurence received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977. He publishes extensively in newspapers and magazines on issues of financial reform, personal finance, taxes, Social Security, health care, deficits, generational accounting, pensions, saving, and insurance. Laurence has served as a consultant to the International Monetary Fund, the World Bank, the Harvard Institute for International Development, the Organization for Economic Cooperation and Development, the Office of Management and Budget, the U.S. Department of Education, the U.S. Department of Labor, the Joint Committee on Taxation, governments around the world, and major U.S. corporations including Merrill Lynch, Fidelity Investments, and AON. He has provided expert testimony on numerous occasions to committees of Congress including the Senate Finance Committee, the House Ways and Means Committee, and the Joint Economic Committee.