Evan Carroll

Author and Founder · The Digital Beyond

Author and National Speaker Helping You Understand All Things Digital

Digital Afterlife Digital Estate Planning Trusts and Estates Digital Marketing Digital Legacy

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

Yvonne Troya

Clinical Professor of Law · UC Hastings College of the Law

Contacts: troyay@uchastings.edu / 415-581-8918 / Office 300-100

Aging and Elderly Healthcare Decision-Making Children and Families Medical-Legal Partnerships Vulnerable Populations

Micheal Burch

FCPA, FCA, CFP, Managing Partner · Welch LLP

A Managing Partner with detailed expertise on all areas of personal and corporate taxation.

Income Taxation Professional Service Firm Management Leadership Audit Taxes

David P. Meyer

Investment Fraud Attorney · Meyer Wilson Co., LPA

Managing Partner of Meyer Wilson Co., LPA

Securities Litigation Class Actions Investment Protection

Kurt A. Schurer

Managing Director · Veracap Corporate Finance

Strengthening the ties that bind: Providing strategic advice to family businesses is a passionate concern for Veracap's Managing Director

Stephen Rispoli, J.D.

Assistant Dean of Student Affairs and Pro Bono Programs · Baylor University

Stephen Rispoli focuses on student relations, pro bono programs and access to justice issues

Access to Justice Community Outreach Orientation Pro Bono Student Affairs

Laura D. Adams

Personal Finance Expert · Unum

Laura Adams is a recognized personal finance expert with several books, a podcast and national media experience

Student Debt 401K Employee Benefits Financial Planning Health Insurance

Juan Carlos Ibarra

Academic and Professional Success Lecturer · UC Hastings College of the Law

Contacts: ibarraj@uchastings.edu / Office: 200 McAllister Street #373

Policy Analysis Legal Writing Litigation Public Policy Legal Research

Stephen Schwarz

Emeritus Professor of Law · UC Hastings College of the Law

Contacts: schwarzs@uchastings.edu / 415-565-4681 / Office 624-200

Taxation Law Nonprofit Organizations Estate Planning Federal Income Taxation Taxation of Corporations and Partnerships

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

Peter Berry

CPA, CA, TEP, Manager · Welch LLP

Accounting and Advisory specialist to owner-managed businesses and not-for-profits

Condominiums Not-For-Profit Management and Accounting Real Estate Tax Trusts and Estates

Tom Deans

Full-time Professional Speaker · Detente Financial Press

Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert

Laurie Daschuk

Association Executive / Event Manager · Integra International / Stop the Presses

Professional Development, Events, Association Management and Social Media Marketing with a focus on member engagement and board development.

Facilitation & Training Association Management Marketing & Branding Association Membership Growth

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