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MARK BLUMENTHAL
MARK BLUMENTHAL

Details 

Mark Blumenthal is the Chairman of Family Office Services group and Senior Real Estate and Private Equity/Venture Capital Tax Partner with a leading CPA/Consulting firm. He serves as a strategic advisor to affluent families, family offices, mature private businesses and private equity/venture capital funds.

TRAVELS FROM: Illinois

FEE CATEGORY: B ($5.5 to 10k)

   

STEVE LEIMBERG
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)

   

BOBB MECKENSTOCK
BOBB MECKENSTOCK

Details 


A highly successful financial planner since 1978, Bob Meckenstock shares with attendees his secrets of success. His presentation "Wealth Accumulation Strategies," is a popular topic with today's financial professional.

TRAVELS FROM: Kansas

FEE CATEGORY: B ($5.5-10k)

   

LOYD RAWLS
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)

   

WILLIAM RUTHERFORD
WILLIAM RUTHERFORD

Details 


William D. Rutherford is President of Rutherford Investment Management LLC and author of Who Shot Goldilocks: How Alan Greenspan did in our jobs, savings, and retirement plans. Mr. Rutherford has been the Treasurer of the State of Oregon and chaired the Oregon Investment Council overseeing $14 Billion in investment funds.

TRAVELS FROM: Oregon

FEE CATEGORY: B ($5.5 to 10k)

   

ED SLOTT
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)

   

STEVE VERNON
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
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)

   


 
 

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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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