2020 Spring Conference Speakers

Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc. Dr. McClanahan began h...

Ed Slott, CPA, has been recognized as “The Best” source for IRA advice by The Wall Street Journal an...

Jay is a passionate advocate for progress, both personal and professional. He founded The Behavioral...

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a lead...

John Sileo left hi-tech consulting and became an entrepreneur to reclaim his greatest priority - bei...

John “John A” Warnick, Founder of the Purposeful Planning Institute, Fellow of the American College ...

The perfect speaker for any business or leadership event, Maria Contreras-Sweet is an expert in econ...

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrat...