2019 SPEAKERS

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KEYNOTE SPEAKERS

JASON ALEXANDER
alexander
Though best known for his award-winning, nine-year stint as the now iconic George Costanza of television’s Seinfeld, Jason Alexander has achieved international recognition for a career noted for its extraordinary diversity. Aside from his performances on stage, screen and television, he has worked extensively as a writer, composer, director, producer and teacher of acting. In between all that he has also become an award-winning magician, a notorious poker player and a respected advocate on social and political issues.

NICK MURRAY
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Nick Murray has been a financial advisory professional for more than 50 years. He is one of the industry's premier speakers, and the author of 12 books for financial services professionals, the latest of which is Around the Year with Nick Murray: Daily Readings for Financial Advisors. His one book for clients, Simple Wealth, Inevitable Wealth, has sold nearly a quarter million copies. Murray's monthly newsletter for advisors, Nick Murray Interactive, is avidly followed by outstanding advisors all over the English-speaking world.

STEVE VERNON
Research Scholar, Stanford Center On Longevity
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Steve Vernon, F.S.A., is a research scholar at the Stanford Center on Longevity and president of Rest-of-Life Communications. In both roles, Vernon speaks, writes and conducts research on the most challenging aspects of retirement, including finances, health and lifestyle. For more than 30 years, he consulted at Watson Wyatt and Mercer, helping Fortune 1000 employers design, manage and communicate their retirement programs. He currently writes a regular blog column for CBS MoneyWatch, titled Money for Life. His latest book is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life. He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He provides an inspiring example for professionals who want to make a positive difference in the encore phase of their lives.

DR. KATY VOTAVA
Founder and President, GOODCARE.com

votavaDr. Katy Votava is a Medicare expert who consults with financial advisors and their clients throughout the United States. As a nurse practitioner and health-care economist, Votava has a broad view of health care in retirement and what the real impact is on consumers. She provides up-to-the-minute information that advisors can apply immediately in practice.

SPEAKERS

DOROTHY HINCHCLIFF
Executive Editor, CFPN
hinchcliffDorothy Hinchcliff is executive editor for CFPN’s websites and magazines, including Financial Advisor, Private Wealth and ETF Advisor, and is director of the Invest In Women and Inside Retirement conferences. Hinchcliff has been a financial journalist for more than 25 years.

ROBERT LAURA
President, SYNERGOS Financial Group
lauraRobert Laura, CPRC, AAMS, CMFC, CPRC, is the president of SYNERGOS Financial Group and founder of both RetirementProject.org and Retirement Coaches Association. As a former social worker turned trust officer and banker, Laura understands the importance of both the financial and psychological aspects of money, investing and retirement. He is also a nationally syndicated columnist for Forbes.com and Financial Advisor magazine.

FRANK MASELLI
Industry Consultant, The Maselli Group
maselliFrank Maselli is one of the most exciting, dynamic and entertaining speakers and trainers in the financial services Industry. He is a recognized expert in helping professionals reach new levels of success. Maselli is a former U.S. Army officer and a 35-year Wall Street executive. He has been a top advisor, senior manager and is a best-selling author.

NAG ODEKAR
Vice President of Marketing–Individual Markets, Great-West Financial
odekarNag Odekar began his financial services career at Fidelity Investments in 1999. From there, Odekar held leadership roles in brand management, market research, advertising and marketing strategy at The Hartford and Northwestern Mutual. He also has prior experience as the co-founder and COO at ForeverCar.com. Prior to that, he was vice president of consumer marketing at Aviva (now Athene).

DAVE POLSTRA
Partner, Co-Founder and Wealth Advisor, Brightworth
polstraDave Polstra’s more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field. A personal wealth advisor to high-net-worth families since 1981, Polstra provides comprehensive financial and investment advice, specializing in retirement transition planning, executive compensation, estate planning and charitable planning.

SKIP SCHWEISS
President, TD Ameritrade Trust Company
schweissSkip Schweiss is president of TD Ameritrade Trust Company, which offers retirement plan solutions and services for independent registered investment advisors. Schweiss is also the managing director of advisor advocacy and industry affairs for TD Ameritrade Institutional. In that role, he advocates with policy makers in Washington and in the states for fiduciary investment advisors and their clients.

ANDREA T. SELLARS
Fellow, Society of Actuaries
sellarsAndrea Sellars has been a key contributor to research on retirement, pension plans, life planning, student debt and other topics for the Society of Actuaries. She retired in 2013 from Buck Consultants, where she served as the senior managing director responsible for Buck Consultants’ Research, Survey and Knowledge Management group. Sellars had more than 40 years of experience in employee benefits and actuarial consulting.

EVAN SIMONOFF
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
simonoffEvan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

WESLEY WOOD
Financial Planner, Brightworth
woodWesley Wood, CFP, joined Brightworth as a financial planner in 2017. He started his career at a fee-only wealth management firm in Silicon Valley, where he developed plans to help high-net-worth clients use their wealth more purposefully and assisted with firm-wide strategy and operations.

ERIKA YOUNG
Director of Employer Plan Services, Wipfli Financial Advisors LLC; Partner, Human Capital Management Solutions, Wipfli LLP
youngErika Young, CRPS, CPFA, AIF, uses her valuable experience and broad industry knowledge to help businesses assess their employees’ needs and design secure, holistic solutions that can offer value for the future. For more than a decade, Young has specialized in developing retirement and employee benefit plans that are competitive, compliant and cost-efficient.