Banco Popular de Puerto Rico

Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of a continuing education blog for financial planners, Nerd’s Eye View.

Andrea Turner Moffitt is a national thought leader on women investors. Her new book Harness the Power of the Purse: Winning Women Investors is the culmination of three years of research on women investors across six countries. She also co-authored a groundbreaking global study on women investors in partnership with the diversity think-tank the Center for Talent Innovation where she serves as a senior managing director. Her work has been featured in the Forbes, Harvard Business Review, Inc., New York Times, and the Wall Street Journey. \nTurner Moffitt is also the co-founder of 1000 Strong, a modern platform inspiring women to be more confident investors through online content, in-person events and experiential learning with a focus on advancing women entrepreneurs. With a decade of experience on Wall Street in investment banking and asset management, she worked globally at Citibank and earlier in her career she helped build a hedge fund and financed high growth technology companies. An honors graduate from Columbia Business School and the School of International and Public Affairs, Turner Moffitt earned her BA from Tulane University. She is the co-chair of Columbia Business School's Social Enterprise Alumni Circle, a board member of Tulane University's Center for Engaged Learning and Teaching and is a term member of the Council on Foreign Relations.

Kris Miller, #1 Best Selling author and Safe Money strategist, has advised over 5,000 families in the past 22 years on retirement and estate planning issues. She coined the phrase, “pretirement” to emphasize how we need to prepare for our Golden Years way before we retire. Her new book, Ready For PREtirement, 3 Secrets for Safe Money and a Fabulous Future (Morgan James, September 2012) is a comprehensive guide to help anyone at any age to plan for retirement.\nIn addition to her estate planning practice, Miller owns Trust Unlimited and the Living Trust Institute, a document preparation service for creating revocable living trusts. Miller has conducted numerous workshops to educate people and organizations about wise money management for their senior years, how to provide income for retirees, how to avoid probate, reduce taxes, secure the proper insurances, avoid asset-seizure to pay medical debts, and how to create a Living Trust.

Skip Schweiss is the 2020 president-elect of the Financial Planning Association. He was most recently president of TD Ameritrade Trust Company (TDATC) and was also managing director of advisor advocacy and industry affairs for TD Ameritrade Institutional.

DANNY SARCH is president of Leitner Sarch Consultants (leitnersarch.com), a boutique search firm specializing in the wealth management industry.