In his tenth year as a financial services professional, Xiao Chen is licensed in life & health, S6, S63, S65 in multiple states.  Xiao is…

Laura Schimberg has been the Elder Benefit Specialist for Ozaukee County and a State of Wisconsin SHIP Counselor for the past 10 years. In this role…

Stephani Lucas is the founder and CEO of the Annuity Consultants, a boutique FMO she founded in 2010. TAC specializing in annuities, life insurance, disability…

Tammy Lally is Certified Money Coach (CMC)®, LUTCF, TED Speaker, and Author of Money Detox. She helps others master their finances by stopping the cycle of their…

Scott Mann is a master at building relationships in high-stakes, competitive environments. As a Green Beret in the United States Army, he forged bonds and…

Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy…

Lori Goldstein, an employment lawyer since 1984, has a unique business and perspective, representing both employers/business owners and employees through her solo practice, the Law…

  Janet Fishman, J.D., Professional Organizer & Daily Money Manager, fully understands the organizing needs of busy, overwhelmed, and overworked professionals who are juggling children,…

Award-winning author, successful business owner, teacher, and writer who has been published in The Wall Street Journal, USA Today, Business Week and other major publications,…

Real Wealth® Advisors rate this presenter: Stephen Kagawa is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii,…

Patrick has been a full-time professional speaker since 2007. He got his start after his “Beyond the Rate” podcast (focused on mortgages and the real…

Promoting the importance of living in gratitude in both business and in personally life wasn’t some sort of mid-life epiphany for me. Rather, I actually…