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
Mark Dennis
President · A1A Wealth Management, Inc.
Engaging speaker who excels at simplifying personal and small business financial topics
Retirement Income Small Business Finance Social Security
Micheal Burch
FCPA, FCA, CFP, Managing Partner · Welch LLP
Family Wealth Advisory Group, Associate
Income Taxation Professional Service Firm Management Leadership Audit Taxes
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
Peter J. Bergerson, Ph.D.
Expert in national and Florida politics and public policy · Florida Gulf Coast University
Peter Bergerson focuses on U.S. campaigns and elections, the presidency and congress.
U.S. Census Florida Politics Florida Elections Florida's role in national elections U.S. Politics
Don Scott
FCPA, FCA, Partner/Director of Tax Services · Welch LLP
Nationally recognized for his extensive knowledge in the area of Personal and Corporate Tax Planning
Personal and Corporate Tax Planning Succession Planning Estate Planning Tax Compliance Taxation for Owner Managed Businesses
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
Thomas Greaney
Visiting Professor · UC Hastings College of the Law
Contacts: greaney@uchastings.edu
Health Policy Antitrust Law Health Law Affordable Care Act (Aca)
Robert Schwartz
Visiting Professor of Law · UC Hastings College of the Law
Contacts: schwartr@uchastings.edu / 415-581-8947 / Office 603G-200
Health Law Bioethics Health Care Decision-Making Legislative Process and Procedure Tort Law
Jim McConnery
CPA, CA, TEP, Partner · Welch LLP
Managing Partner, with a wide ranging expertise in tax, acquired through his 18 years of public accounting
Tax Minimization Strategies Income Splitting Strategies Lifetime Capital Gains Exemption Private Company Groups International Taxation
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