David Lafferty is Senior Vice President, Investment Strategies Group with Natixis Global Asset Management. He is responsible for assessing capital market trends, working with affiliated portfolio management teams, and developing innovative product solutions. He has been with the company since 2004. Mr. Lafferty has 20 years of investment industry experience.
Robert Laura is the President of SYNERGOS Financial Group, co-founder of the RetirementProject.org, author of several books including Naked Retirement, and creator of the Laddered Dividend Portfolio. As a "Retirement Activist" Robert writes and teaches retirement wellness as well as dynamic income strategies for financial advisors, employer groups, and clients alike.
Ross Levin is the Founding Principal and President of Accredited Investors Inc., a thirty-five person comprehensive, fee-only practice in Edina, Minnesota. His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin's legendary Wealth Management Index tool in providing a framework for advisors to assess and manage their clients' plans and goals. His third book, Spend Your Life Wisely: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Journal of Financial Planning and the Star Tribune and a sought after speaker on financial matters.
Edwin Lichtig is founder and president of Pension Income, LLC, a firm that locates pensioners willing to sell their monthly income. Mr. Lichtig lives in the San Francisco Bay area with his wife and two college age children. He attended Trinity College in Hartford, CT and the University of Maryland for his MBA degree.
In the role of regional vice president for The State Life Insurance Company, a OneAmerica company, Elaine Marvin works with independent producers, key accounts and career agents to generate sales from the State Life portfolio, focusing on long-term care benefits in the form of asset-based Care Solutions products.
John Meunier, Principal and Co-founder of Cogent Research®, has more than three decades of experience in research, government, politics, and communications. Along with his partner, Christy White, he has transformed Cogent into one of the most respected research consultancies in America. Cogent publishes more than 15 titles analyzing the financial markets.
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