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Jeb Bush Former Governor of Florida; President Jeb Bush& Associates Jeb Bush was elected the 43rd Governor of the state of Florida on November 3, 1998, and was reelected by a wide margin in 2002. His second term as Governor ended in January 2007. Bush earned a bachelor's degree in Latin American Affairs from the University of Texas at Austin and moved to Florida in 1981. With partner Amando Codina, he started a small real estate development company, which grew to become the largest, full-service commercial real estate company in South Florida. Bush served as Florida's secretary of commerce under Bob Martinez, Florida's 40th governor. As secretary of commerce, he promoted Florida's business climate worldwide. Following an unsuccessful bid for Governor in 1994, Bush founded the non-profit Foundation for Florida's Future, which joined forces with the Greater Miami Urban League to establish one of the state's first charter schools. He also co-authored Profiles in Character, a book profiling 14 of Florida's civic heroes-people making a difference without claiming a single news headline.
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Dan Fuss Vice Chairman Loomis Sayles & Company, L.P. Dan Fuss has 53 years of experience in the investment management industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manages the firm's flagship Loomis Sayles Bond Fund-which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category-in addition to the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income and Global Markets funds. In 2000, he was named to the Fixed Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime achievements in the advancement of the analysis of fixed income securities and portfolios. He has twice been President of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.
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Nick Murray Author, The Gameof Numbers: Professional Prospecting for Financial Advisors. Nick Murray is one of the industry's premier speakers, and the author of ten books and a CD program for financial services professionals. His book for clients, Simple Wealth, Inevitable Wealth, is among the most successful privately published books of the last ten years. Nick also publishes a monthly newsletter and "spot coaching" service for advisors, Nick Murray Interactive. He is in his 44th year in the profession of financial advice. Murray was the 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. |
2012 Conference Speakers
Eleanor K. H. Blayney, CFP® Eleanor Blayney, CFP® is President of Directions LLC, dedicated to changing the personal finance conversation for women through programs that empower, educate, and engage women in the management of their resources. In January 2010, she was named a "Mover and Shaker" by Financial Planning Magazine based on her efforts to change the way financial advice is delivered to women.
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Norman Boone, MBA, CFP® Norman Boone, MBA, CFP® is the founder and president of Mosaic Financial Partners in San Francisco, a firm noted especially for their thoroughness in providing financial planning for their clients. As part of their process, Mosaic has developed the retirement withdrawal approach Norm will be talking about in this session, based on the best industry research available.
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