ALEXANDRA MACQUEEN, CFP®, has been involved in the financial services industry as an investment advisor, advice-only financial planner, author, instructor, and independent consultant for nearly two decades. She is the co-author, with Dr. Moshe Milevsky, of two editions of the acclaimed retirement income planning book “Pensionize Your Nest Egg: How To Use Product Allocation To Create Guaranteed Income for Life,” published in 2010 and 2015. She has held the CFP designation since 2006.

DAVID FIELD, CFP®, CCS™, has been an investment and insurance advisor and financial planner over the past decade. Since 2017, he has been an advice-only financial planner with Papyrus Planning. David is the co-creator of the Canada Pension Plan Calculator helping individuals and advisors determine exact CPP benefit amounts at various start ages. He has held the CFP designation since 2016.