2012 Speakers

    Jeb Bush

 

Jeb Bush
Former Governor
of Florida;
President Jeb Bush
& Associates

 

Daniel Fuss

 

Dan Fuss
Vice Chairman
Loomis Sayles
& Company, L.P.

Nick Murray

 

Nick Murray
Author, The Game
of Numbers: Professional
Prospecting for
Financial Advisors
.

 
Eleanor Blayney

 

Eleanor K. H. Blayney
CFP®
President of
Directions LLC

Norman Boone

 

Norman Boone
MBA, CFP®
founder and president
of Mosaic Financial

 Joel Bruckenstein

 

Joel P. Bruckenstein
CFP®
a longtime technology
columnist for Financial Advisor magazine. He is publisher of Technology Tools for Today

 

   Ric Edelman

 

Ric Edelman
Chairman and CEO of
Edelman Financial Services

 

Hannh Shaw Grove

 

Hannah Shaw Grove
Author: Inside the
Family Office: Managing the
Fortunes of the
Exceptionally Wealthy

 

Robert laura

 

Robert Laura
President of
SYNERGOS Financial Group
co-founder of the
RetirementProject.org

   Ross Levin

 

Ross Levin
Founding Principal
and President of
Accredited Investors Inc

 

Dr Kathryn Votava

 

Dr. Katy Votava
Founder and President of GOODCARE.com

Joni Youngwirth

 

Joni Youngwirth
Managing Principal
Practice Management


The editors of Financial Advisor and Private Wealth magazines bring together key industry experts and prominent advisors to share their insights and strategies on this crucial topic. This event has been created to enhance the ability of the advisory community to assist clients who are planning for retirement or need help meeting their individual retirement needs. The symposium provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. This conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.