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