|
 | Dan Norman
Sales Expert
Dan Norman helps Salespeople and Sales Managers increase sales production and shorten sales cycles. He does this by teaching them the actions and practices of the very best salespeople which have propelled them to the tops of their professions and keep them there. Dan, the author of Top Ten Selling, has more than 25 years of experience in Senior Sales and General Management positions. He has built large and successful sales organizations for Fortune 100 companies in the United States and the United Kingdom.
Click here for more information on Dan Norman's Keynote address.
 Get a sneak peek at Dan Norman's session. Click here to watch! |
 | Brian Tracy
Life Coach & Sales Guru
Brian Tracy is Chairman and CEO of Brian Tracy International, a company specializing in the training and development of individuals and organizations. Brian's goal is to help you achieve your personal and business goals faster and easier than you ever imagined.
He speaks to corporate and public audiences on the subjects of Personal and Professional Development, including the executives and staff of many of America's largest corporations. His exciting talks and seminars on Leadership, Selling, Self-Esteem, Goals, Strategy, Creativity and Success Psychology bring about immediate changes and long-term results.
Prior to founding his company, Brian Tracy International, Brian was the Chief Operating Officer of a $265 million dollar development company. He has had successful careers in sales and marketing, investments, real estate development and syndication, importation, distribution and management consulting. He has conducted high level consulting assignments with several billion-dollar plus corporations in strategic planning and organizational development.
Click here for more information on Brian Tracy's Keynote address. |
 | Professor Craig Lemoine
The American College
As a former Senior Planning Manager, financial advisor, team manager, and adjunct faculty member, Craig Lemoine brings a blend of expertise in financial theory, software planning tools, and practical business experience to The College.
As the Assistant Professor of Financial Planning, Lemoine's responsibilities include accountability for the HS 300 Financial Planning: Process and Environment and GS 811 Security Analysis and Portfolio Management courses, preparing and revising study materials, including textbooks and associated exam materials, and staying current in his specialty by publishing professional, scholarly, and technical articles.
Click here for more information on Professor Craig Lemoine's CE Session. |
 | Stefanos Loisou
Senior Financial Workshops
Stefanos Loisou has been involved with financial services and helping people and businesses with their financial security needs for over 35 years. In fact, Loisou has been recognized as a consummate professional by his industry peers as he has been selected as one of five finalists for the nationwide title as Senior Market Advisor's Advisor of the Year award in 2008. He is also a member of the exclusive Top of the Table group of the Million Dollar Round Table. Additionally, Loisou produces and hosts financial radio programs and has authored articles on planning issues and strategies and has been interviewed on national radio regarding his unique planning strategies and success in his field.
By providing information and assistance on wealth accumulation and retention strategies, Loisou has been adept in tailoring unique planning concepts to individual needs and achieving dramatic results, often resulting in tax-free growth and more importantly, tax-free income for life. His production is $7 million.
Click here for more information on Stefanos Loisou's session. |
 | Rosemary Caligiuri
Harvest Group Financial Services
As president and founder of Harvest Group Financial Services, Corp., Rosemary Caligiuri enjoys helping clients create, execute, and monitor their personal financial programs through an interactive approach to wealth management. She has been involved in this industry since 1989, and continues to stay abreast of the constant changes in the financial environment by achieving certifications and specialized professional designations. Rosemary is a member of Ed Slott's Elite IRA advisor Group.
Rosemary graduated cum laude from Adelphi University in 1981 where her career as a registered nurse was dedicated to seniors and their health issues. Rosemary is a member of the Newtown Business Professional Association (NBPA), the Lower Bucks Chamber of Commerce (LBCCC), the National Council on Aging (NCOA), the National Association of Insurance and Financial Advisors (NAIFA), is a lifetime charter member of the National Register of Who's Who in Executives and Professionals and the 2008 Senior Market Advisor Advisor of the Year.
Click here for more information on Rosemary Caligiuri's session. |
 | David Hollander
Liberty Group Inc.
For over twelve years Mr. Hollander has addressed thousands of persons on the subjects of increasing income, lowering taxation, preserving principal and maximizing assets. An elder law attorney and highly qualified financial advisor, Mr. Hollander is considered one of the leading experts in advising Californians on ways to protect their assets. Mr. Hollander is President and CEO of the Liberty Group, LLC, a registered broker/dealer and investment adviser and member FINRA/SIPC/MSRB. Mr. Hollander uses his comprehensive knowledge to help retirees avoid common and sometimes irreversible financial mistakes.
Mr. Hollander is an active member of the State Bar of California. He is the founder, past President, and board member of the California Association of Senior Estate Planners. He is a member and bill reader for the National Association of Insurance and Financial Advisors, California. Mr. Hollander is also a member of the National Academy of Elder Law Attorneys. His production is $28 million.
Click here for more information on David Hollander's session. |
 | Bill Smith
Great Lakes Retirement Group
President of Great Lakes Retirement Group, William "Bill" A. Smith is a graduate of the University of Akron with an AABS in Business Management. He is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants, an Investment Advisor Representative (IAR) of Great Lakes Retirement Group, a Registered Investment Advisor (RIA), and a Certified Senior Advisor (CSA). Bill is a member in good standing with the Society of Certified Senior Advisors and is in superior standing with the National Ethics Bureau. He is also a member of the Better Business Bureau, the Erie County Chamber of Commerce, and the Lorain County Chamber of Commerce. His production is $15 million.
Click here for more information on Bill Smith's session. |
 | Garry Madaline
United Retirement Advisors Group
Garry Madaline, an Investment Advisor Representative and author of Making the Most of Your Retirement, is the founder and president of United Retirement Advisors Group, located in the Philadelphia, Pennsylvania area. Madaline specializes in assisting clients in optimizing account distributions utilizing nontraditional, innovative strategies, as well as non-correlated investment strategies including fractionalized life settlements. Madaline is a member of the Ed Slott Elite IRA Advisor Group(TM) and is under the mentorship of nationally acclaimed IRA expert Ed Slott. His production is $12 million.
Click here for more information on Garry Madaline's session. |
 | Jay Grubb
Key Financial Partners
Jay Grubb of Key Financial Partners in Gwinnet Country, Georgia is a financial, retirement and estate planning specialist. His focus is in the unique needs of high net worth individuals, business owners, retirees, entertainers and professional athletes. Over 90% of Jay's business comes from joint work with other financial professionals. Jay was recently named as "one to watch" and earned the industry's esteemed "4 Under 40" for his significant professional accomplishments by the age of 30. His production is $6 million.
Click here for more information on Jay Grubb's session. |
 | Nolan Baker
Host of 'The Retirement Guys'
President and founder of the Retirement Specialists of Northwest, Nolan Baker, a U.S. Veteran and host of popular radio show "The Retirement Guys," specializes in protecting Toledo area resident's "financial freedom" as they approach retirement. Well recognized in his community as the "retirement guy", Baker incorporates his successful "radio brand" into his planning practice and has leveraged his celebrity status to secure many other media successes, including a weekly contributing article in the Sunday edition of the most popular local newspaper, The Toledo Free Press.
Baker utilizes strategic "de-accumulation" strategies, along with investment planning, retirement account rollovers and advanced estate planning techniques to protect the "financial freedom" of his boomer and senior clientele. He is an investment professional and holds all required securities and insurance licenses. His production is $15 million.
Click here for more information on Nolan Baker's session. |
 | Larry Feldman, CLU
CFK Life Plans Inc.
Larry Feldman is the president of CFK LIFE Plans and founding member and past chairman of the National LTC Network. A national known speaker, lecturer and panelist on the topic of long term care and long term care insurance, Feldman has appeared on CNBC Power Lunch. Feldman was a member of the 1996 New York State Task Force on long term care financing, a bi-partisan panel appointed by the governor and legislature. Feldman has authored a book on long term care and belongs to numerous industry organizations.
Click here for more information on Larry Feldman's session. |
 | David Wilcox
David Wilcox Financial
David Wilcox is a well-known expert on the subject of Annuities and investing. His educational workshop's have been widely attended by retiree's, medical professionals; trust officers, CPA's, CFP's, and insurance agents. He has been a moderator for the American Colleges "Planning for Seniors" and "Long Term Care courses". He has been a featured guest on "Senior Lifestyles Talk Radio", providing insightful advice on the risk of taxes, inflation and healthcare. During the past twenty-one years, David has developed a specialty in working with retirees and those about to retire who want to enjoy a safe and secure retirement. His marketing efforts include networking with CPA's, CFP's, P&C Agents, client introductions and numerous consumer seminars.
Mr. Wilcox, a native of Florida, is a graduate of Florida State University. David served in the U.S. Army Reserves as a Captain - Combat Engineers and was honorably discharged in 1992. He is a member of the National Association of Insurance and Financial Advisors, and the American Association for Long-Term Care Insurance. David is a Life and Qualifying member of the Million Dollar Round Table with multiple years of Court of the Table membership. David writes over 100 policies a year, and 7+ million of annuity and securities related products. His production is $8 million.
Click here for more information on David Wilcox's session. |
 | Chris Wright
Wright Wealth Management
Click here for more information on Chris Wright's session. |
 | Jim Poolman
Regulatory Consulting Group
Poolman was elected North Dakota's Insurance Commissioner in 2000 and re-elected in 2004. During his time as Insurance Commissioner, he served as vice president of the National Association of Insurance Commissioners. He also chaired a number of committees including the Life Insurance and Annuities Committee. Previous to his serving as Insurance Commissioner he served eight years in the North Dakota House of Representatives, being elected at the age of 22.
Click here for more information on Jim Poolman's session.
|
 | Cindy Watson
Cindy Watson Insurance Company
Cindy Watson began her agency in 1989 offering health and life insurance. Today, in addition to life and health insurance, she offers multiple Property and Casualty outlets, disability and long term care insurance as well as retirement planning. Cindy is a perennial recipient of the National Quality Award and President's Club qualifier, as well as an MDRT Court of the Table producer. In 2003 Newsweek Magazine awarded her the Real Life Stories Award for her work and dedication with a terminally ill client. She was one of only five people in the United States to receive that recognition.
Cindy is very active in community affairs. She is a member of the Montrose Chamber Of Commerce, the Rotary Club, and a CASA (Court Appointed Special Advocate) Volunteer, in which she is the voice for abused or neglected children. She has coached competitive and high school soccer since 1989. She is also the host and organizer of the Cindy Watson Scholarship Foundation Golf Invitational that she established in 1992. The event raises scholarship funds that are awarded to a local area high school graduate to attend any Colorado College. Her production is $30 million.
Click here for more information on Cindy Watson's session.
|
|
|
|
