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Yearbook of Experts® member profiles
Christopher Carosa
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
Greg Womack -- Oklahoma Financial Advisor
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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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About: We are living longer, with greater wealth and health. Living up to 100+, with financial freedom and vitality, is now possible--if you plan for it. Imagine the unlimited potential to explore what life has to offer! Most people miss planning to live a longer life, thus end up regretful positions. Age Brilliantly is here to change that. With a longer life span, how do you make those days meaningful and fulfilling? What resources do you need to make your plan possible? Age Brilliantly is an interactive community platform that provides you with the resources you need to create a fulfilling life plan and to help you make the best aging decisions so you can lead a fulfilling life to 100+.. Join as a member and get exclusive access to interact with members and experts, stay informed and be the first to know about events/workshops!
Bob Boylan --4 Ideas with Actionable Wisdom' and 'Retirement
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About: About Bob Boylan: Bob Boylan is a presentation skills trainer and professional landscape photographer with a zest for life. He has been self-employed since the age of thirty-one. He founded Successful Presentations and travels across the country delivering 'training that takes' to middle to senior management. His goal is to help people change their paradigms and open their minds to a better way...
 

Recent News Releases
 Date HeadlineParticipant Name
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12/08/2022
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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11/09/2022
Greg Womack -- Oklahoma Financial Advisor
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11/08/2022
Greg Womack -- Oklahoma Financial Advisor
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11/07/2022
Greg Womack -- Oklahoma Financial Advisor
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11/03/2022
Greg Womack -- Oklahoma Financial Advisor
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11/02/2022
Greg Womack -- Oklahoma Financial Advisor
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11/02/2022
Greg Womack -- Oklahoma Financial Advisor
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09/22/2022
Greg Womack -- Oklahoma Financial Advisor
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09/21/2022
Greg Womack -- Oklahoma Financial Advisor
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09/21/2022
Greg Womack -- Oklahoma Financial Advisor




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