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Featured Speakers

Conference Co-Chairs



Marion Asnes

Editor-in-Chief, Conference
Co-Chair

Financial Planning

Pamela Black

Editor-In-Chief

Bank Investment Consultant

Keynote Speakers

 

Amy Domini

Founder & CEO

Domini Social Investments

Consuelo Mack

TV Anchor & Managing Editor

PBS TV Program "Consuelo Mack WealthTrack"

Featured Speakers

Elaine E. Bedel CFP®
Elaine E. Bedel CFP®
President & Founder
Bedel Financial Consulting, Inc.
Marcie M. Behman, CIMA, CFM
Marcie M. Behman, CIMA, CFM
Senior Vice President - Investments & Wealth Management Advisor
The Behman/Smith Group, Merrill Lynch Global Wealth Management
Gina Bolvin
Gina Bolvin
GEPC, President
Bolvin Wealth Management Group
Tracey Flaherty
Tracey Flaherty
Senior Vice President, Government Relations
Natixis Global Associates
Kathleen Gaffney
Kathleen Gaffney
Portfolio Manager
Loomis, Sayles & Company
Joseph Keefe
Joseph Keefe
President & CEO
Pax World Management LLC
Anne Miller
Anne Miller
Seminar Leader
Business Builder
Diana Monteith
Diana Monteith
Senior Credit Analyst
Loomis, Sayles & Company
Elaine Stokes
Elaine Stokes
Portfolio Manager
Loomis, Sayles & Company
Lynn Torgove
Lynn Torgove
Co-founder
Gabriel Communications
Patricia-Maria Weinmann
Patricia-Maria Weinmann
Co-founder
Gabriel Communications