Financial Speakers

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	CHELLIE CAMPBELL	Details
	Whether you’re looking for a dynamic public speaker who can motivate and transform your audience, or you want to end your financial stress forever… Award-winning speaker and author Chellie Campbell helps people become successful at producing more income, managing their money and having more time off for fun! TRAVELS FROM: California FEE CATEGORY: B ($5.5 to 10k)


	STEFF CHALK	Details
	Steff C. Chalk is founder and president of CHALK 401(k) Advisory Board, Inc. Since 1995 CHALK 401(k) Advisory Board has served in a fiduciary capacity to over $10 billion of retirement plan assets. Mr. Chalk has over 25 years experience in the financial industry and has also served as consultant to a global consultancy and Fortune 500 Companies. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	MARK COLGAN	Details
	As the CEO of Plan Your Legacy LLC, Mark Colgan implements the strategic goals and objectives of the organization as well as gives direction and leadership toward the achievement of the organization's philosophy, mission, strategy, and its annual goals and objectives. Mark is a sought-after national speaker and trainer for both individuals and professional planners on the topic of legacy planning. His articles have appeared in many national publications and he's been cited in several national media. TRAVELS FROM: New York FEE CATEGORY: B ($5.5 to 10k)


	DAVID DRUCKER	Details
	David J. Drucker has more than 25 years of experience in the financial services industry. He is the co-author of The One Thing... You Need to Do As Told by the Financial Advisory Industry's Top Coaches, Consultants and Visionaries. David helps advisors prepare their practices for succession, including helping them identify and negotiate with potential, well-matched merger/acquisition candidates and showing them how to use strategic technology to improve the profitability of their pre- or post-succession entity. TRAVELS FROM: New Mexico FEE CATEGORY: A ($5k or less)


	LEITA HART-FANTA	Details
	Leita Hart-Fanta makes finance and auditing fun and easy. She converts the complex topics of accounting, finance, auditing, and strategic planning into information that professionals can absorb and use. TRAVELS FROM: Texas FEE CATEGORY: A ($5k or less)


	KAREN HENDERSON	Details
	Karen Henderson is a well-known and respected educator, speaker, writer, publisher, media commentator and consultant in the field of long term care for the elderly who has spoken across Canada and in the U.S. As part of the Caregiver Consortium, she co-created and co-produced Caregiving with June Callwood, a 13-part TV/video series on aging and caregiving and The Aging and Caregiving Resource Guide. TRAVELS FROM: Ontario, Canada FEE CATEGORY: A ($5k or less)


	ANGIE HOLLERICH	Details
	Training in corporations and presenting at conferences, Angie Hollerich's down-to-earth style immediately engages her audiences and totally energizes them with her fun, interactive presentations and programs. Angie has taken her life experiences, “good and bad”, and developed thought-provoking programs that allow the participant to recognize their ability to overcome any obstacle that gets in their way. TRAVELS FROM: Ohio FEE CATEGORY: A ($5,000 or less)


	JOHN HUGGARD	Details
	John Huggard is an Alumni Distinguished Professor at North Carolina State University where he teaches introductory and advanced courses in personal finance. He is a member of the University's Academy of Outstanding Teachers. His research projects deal with variable annuities. TRAVELS FROM: North Carolina FEE CATEGORY: B ($5.5-10k)


	JIM JORGENSEN	Details
	Jim Jorgensen can address a wide range of topics and deliver your message in a humorous and motivating way. Nationally known author, host of a nationwide radio show, and radio and television personality he can keep your audience on the edge of their seat. His humor and motivation of how he grew up poor in Omaha with Warren Buffett and how anyone can get rich with a few bucks a day while they take out the garbage has made Jim one of the most sought after speakers in America. TRAVELS FROM: California FEE CATEGORY: B ($5.5-10k)


	DERRICK KINNEY	Details
	Derrick Kinney is recognized as one of the nation's leading authorities on helping financial professionals succeed with the affluent. He is the author of the #1 Amazon bestseller Attract Your Ideal Clients which has been named one of the Top 5 business books on CNN.com. TRAVELS FROM: Texas FEE CATEGORY: B ($5.5-10k)


	MICHAEL KITCES	Details
	Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $500 million of client assets. He is an active writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. TRAVELS FROM: Maryland FEE CATEGORY: A ($5k or less)


	RICHARD KORETO	Details
	Richard Koreto is editor-in-chief of Wealth Manager magazine and author of Run It Like a Business: Top Financial Planners Weigh In on Practice Management. For his work on the financial-planning.com website he won the Gold Award from the American Society of Business Publication Editors. TRAVELS FROM: New York FEE CATEGORY: A ($5k or less)


	JIM LANGE	Details
	James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I've ever read. It works! TRAVELS FROM: Pennsylvania FEE CATEGORY: B ($5.5-10k)


	STEVE LEIMBERG	Details
	Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania, and Publisher of Leimberg Information Services, Inc. which provides e-mail based news, opinion, and information for tax professionals. TRAVELS FROM: Pennsylvania FEE CATEGORY: D ($15.5 to 20k)


	BOB LITTELL	Details
	Over his almost 40 year career, Bob Littell, CLU, ChFC, FLMI, SRM, and Principal, Littell Consulting Services, has observed that there is ONE single capability which can GUARANTEE long-term success - regardless of company, product, or role - agent or broker, financial planner, investment advisor, wealth manager, etc. It is a person's ability to be referred and recommended by others. TRAVELS FROM: Georgia FEE CATEGORY: B ($5.5k to $10k)


	JENIFER MADSON	Details
	Jenifer Madson is a nationally renowned Financial Success Coach, and the author of the award-winning bestseller, A FINANCIAL MINUTE: From Money Madness To Financial Freedom, One Minute At A Time! She has brought her unique brand of financial wisdom to television and radio programs across the country. TRAVELS FROM: Colorado FEE CATEGORY: A ($5.5k or less)


	EDIE MILLILGAN	Details
	Edie Milligan brings her down-to-earth message of financial struggles, strategies and successes to audiences across the country. As the nation's leader in combining the best practices from the fields of social work and financial planning, Edie motivates and entertains audiences in ways that no other financial speaker can. She has been featured in Money Magazine, Family Circle, Women's Day, Good Housekeeping, EAPA Exchange, Hr Exec and has been interviewed on CNBC, CNNfn and numerous radio talk shows. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	ED MORROW	Details
	An international speaker and consultant, Ed Morrow most recently spoke to 4,000 financial advisors in China. His firm, Financial Planning Consultants, has been providing marketing and practice management assistance to financial advisors since 1969. TRAVELS FROM: Ohio FEE CATEGORY: B ($5.5-10k)


	JIM OTAR	Details
	Jim Otar is a financial planner, a professional engineer, a chartist, a financial writer and founder of retirementoptimizer.com. His past articles on retirement planning won the CFP Board Article Awards in 2001 and 2002. Jim’s expertise stems from applying his engineering and technical analysis background to retirement planning. He is the Author of High Expectations & False Dreams – One Hundred Years of Stock Market History Applied to Retirement Planning. He gives seminars and workshops in Advanced Retirement Planning. TRAVELS FROM: Canada FEE CATEGORY: A ($5k or less)


	JOSH PATRICK	Details
	Josh Patrick specializes in working with closely held business owners on a variety of concentrated issues that are unique to owners of private firms. Josh is experienced in risk assessment, cash flow planning, investment planning, retirement plan design, estate planning, succession planning and family business strategies-all for the benefit of the private business owner. TRAVELS FROM: Vermont FEE CATEGORY: A ($5k or less)


	LOYD RAWLS	Details
	Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Mr. Rawls and his associates have provided business succession services for the owners and key executives of closely held, capital-intensive family businesses throughout the country. Loyd is a frequently requested speaker by local, state and national organizations. TRAVELS FROM: Florida FEE CATEGORY: A ($5k or less)


	TERRY SAVAGE	Details
	Terry Savage is a nationally known expert on personal finance and a regular television commentator on CNN, CNBC, PBS, and NBC on issues related to investing and financial markets. She is the nationally syndicated Chicago Sun-Times personal finance columnist, and author of three best-selling books. TRAVELS FROM: Illinois FEE CATEGORY: C ($10.5 to 15k)


	D SHANNON	Details
	Co-author with David Drucker of The One Thing You Need to Do, D Shannon understands your business and what it takes to be successful. As a life insurance salesman, "D" achieved the top production level at one of the nation's largest independent broker/dealers, and has been a fee-only planner and a member of the National Association of Personal Financial Planning (NAPFA). TRAVELS FROM: Colorado FEE CATEGORY: B ($5.5-10k)


	DON SILVER	Details
	Don Silver is a personal finance columnist, writer, editor and the author of eight highly praised books. As a regular ongoing columnist on Quicken.com's Retirement Channel and Mircrosoft's MoneyInsider, Silver wrote about important personal finance and retirement topics with a wry sense of humor. TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	ED SLOTT	Details
	Ed Slott was named as The Best source for IRA advice by The Wall Street Journal and called America's IRA Expert by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker. Ed regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, TRAVELS FROM: New York FEE CATEGORY: C ($10.5 to 15k)


	MARK TIBERGIEN	Details
	Mark Tibergien is a Principal in Moss Adams LLP, the 12th largest accounting and consulting firm in the U.S. He is partner in charge of the Business Consulting Group, Chairman of the Securities and Insurance Niche, and Chairman of the Business Valuation Niche for the firm, Mr. Tibergien has been working with public and private companies on matters related to business management, succession planning and strategy formulation since 1973. TRAVELS FROM: Washington FEE CATEGORY: C ($10.5 to 15k)


	KEN UNGER	Details
	Ken Unger is an experienced and respected motivational educator and trainer known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is well recognized by audiences nation-wide for sharing efficient practice management strategies and effective sales and marketing ideas. While Ken is highly esteemed for his ability to explain everything from financial products to sales techniques with strength and clarity, he is most known for his infectiously high energy levels. TRAVELS FROM: California FEE CATEGORY: B ($5.5-10k)


	STEVE VERNON	Details
	Steve Vernon integrates two practices with his rest-of-life seminars and workshops, which creates a holistic approach: 1. 30 years of financial analysis and research as a consulting actuary, including two books on retirement issues, and 2. 13 years studying human potential, including attaining a 2nd degree black belt in aikido. TRAVELS FROM: FEE CATEGORY: B ($5.5-10k)


	GINITA WALL	Details
	Co-founder of WIFE.org and originator of the acclaimed Second Saturday program ("What Women Need to Know About Divorce"), Ginita Wall is a financial expert and columnist for iVillage.com, CNBC.com, Cox Interactive Media, as well as an advisor for the General Electric Center for Financial Learning and Divorce Magazine. TRAVELS FROM: California FEE CATEGORY: B ($5.5-10k)


	HOWARD WIGHT	Details
	Howard Wight has spoken at the Million Dollar Round Table annual meeting five times. He has also spoken twice at the International Forum, which is comprised primarily of Top of the Table members. Sponsoring a Howard Wight seminar is one of the best investments any organization can make for its producers. TRAVELS FROM: FEE CATEGORY: B ($5.5-10k)

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Steve Gilliland Leadership	Barbara Hemphill Time Management

Dr. Kerry Johnson Selling to the Affluent	Roger Selbert Economist

Kip Gregory Technology	Allyson Lewis Motivator & Educator

HOT FINANCIAL SPEAKERS FOR 2007

Joining Our Line-up of Speakers

Michael Broome - Leadership expert, his topic Be a People Power Person!: Leadership, Service, and Teamwork is a sure winner with any crowd.

Marcie Callan - Marketing specialist and creator of the "Do It Yourself" Marketing audio program.

Kevin Carroll - Professional speaker, trainer and facilitator. His passion is helping his clients think creatively and communicate persuasively.

Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

Bob Harrer - Author of The San Andreas is Not My Fault. Presentation topic: Networking without a Net.

Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

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