Julia Chung, CFP, CLU, FEA

Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning

Stephen Rotstein

Vice-President, Policy & Enforcement & General Counsel · Financial Planning Standards Council

Capably drawing on private & public sector experience to manage enforcement and regulatory oversight for the financial planning industry

In-House Legal Counsel Financial Planning Law & Regulations Corporate Governance Intellectual Property Financial Planning Standards & Practices

Rona Birenbaum

Founder and President · Caring for Clients

Personal Finance Expert, Entrepreneur, Working Mom

Financial Planning Personal Finance Personal Insurance Investment Advisor Best Practices Investment Advisory

Mr. Don M. Blandin

President and CEO · Investor Protection Trust

Don M. Blandin was appointed President and CEO of the Investor Protection Trust in June 2004

Pensions Retirement Public Policy Coalitions Elder Fraud and Financial Exploitation

Bill Reichenstein, Ph.D.

Professor Emeritus of Investments · Baylor University

Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues

Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance

Mary Ann Sevier

Senior Lecturer in Accounting · Emory University, Goizueta Business School

Financial Accounting Managerial Accounting Financial Reporting Earnings Management Financial Planning

Sheri Copplestone

Mentor | CBASE · Scotiabank

Sheri Copplestone is a Small Business Advisor at Scotiabank.

Financial Planning Business Lending Financial Advisory Small Business Advising Startups

Devin Thorpe

Author

You can leave a mark on the world, make a difference for a cause you believe in, without quitting your job or leaving your spouse!

Not-For-Profit Charity Community Service Personal Financial Planning Poverty

Alessandro Previtero

Assistant Professor of Finance · Indiana University, Kelley School of Business

Alessandro Previtero is an assistant professor of finance

Corporate Finance Household Finance Behavioral Finance

Lisa Kramer

Professor of Finance · University of Toronto

Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets

Behavioral Finance Investment Financial Market Seasonality Empirical Finance Behavioral Economics

Lewis Franklin Bost, MBA, IDSA, FAIMBE

Professor | Co-director, VCU Institute for Engineering and Medicine | Bachelor Product Design, NCSU l Masters of Business Administration, UNC · VCU College of Engineering

Professor Bost's research focuses on innovation, device design and development processes

Innovation Device Design Development Processes Entrepreneurial Business Strategy Commercialization

Dr. Louis Thériault

Vice-President, Public Policy · Conference Board of Canada

Dr. Thériault specializes in product development, economic analysis, health economics, international trade and investment.

Public Policy Work Pensions Human Rights

Dr. Robert E. Roush

Professor and Director · Texas Consortium for Geriatrics Education and Care

Dr. Roush trains healthcare professionals about the role of age-related changes in making executive decisions about finances.

Education and Training Active Ageing Lifelong Learning Ageing in Place Frailty

Dr. Patrick Dixon

Chairman · Global Cahange Ltd.

Patrick Dixon is an author and business consultant, often described as a futurist.

Connected Technologies Retirement Public Policy Work Active Ageing

Prof. Keith Ambachtsheer

Director Emeritus · International Centre for Pension Management (ICPM)

Prof. Ambachtsheer has consulted on the design, governance, and investment policies of retirement income systems since 1985.

Public Policy Analysis Work Pensions Human Rights

Dr. Mark S. Lachs

Director · Center for Aging Research and Clinical Care

Dr. Lachs is a Professor of Medicine and Co-Chief of the Division of Geriatrics and Gerontology at Weill Medical College.

Elder Abuse Neglect Adult Protective Services Functional Ability Ethics

Dr. Debra Whitman

Chief Public Policy Officer · AARP

Dr. Debra Whitman is an authority on aging issues with extensive experience in policymaking, research and the political process.

Public Policy Active Ageing Elder Abuse Retirement Human Rights

Prof. Tine Rostgaard

Professor in Older People and Citizenship · Department of Political Science, Aalborg University

Professor Rostgaard's research contributions have mainly been to the field of social care policies for children and older people

Social Care Policy Care Practice Quality of Care Social Science Welfare Policies

Dr. Amy D'Aprix

Founder - Life Transitions by Dr. Amy · Life Transitions by Dr. Amy

Our vision is to change the way people think, talk and act when navigating life transitions, particularly in their last third of life.

Retirement Planning Seniors Elder Care Practical Strategies to Improve Your Caregiving Role Staying Healthy and Positive

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